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VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $10.2B
1-Year Est. Return 34.45%
This Fund
S&P 500
This Quarter Est. Return
+12.21%
1 Year Est. Return
+34.45%
3 Year Est. Return
+115.18%
5 Year Est. Return
+162.91%
10 Year Est. Return
–
AUM
$9.76B
AUM Growth
+$903M
Cap. Flow
+$169M
Cap. Flow %
1.73%
Top 10 Hldgs %
33.94%
Holding
2,066
New
121
Increased
1,139
Reduced
693
Closed
81

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$26.4M
2
NVDA icon
NVIDIA
NVDA
+$14.4M
3
MSFT icon
Microsoft
MSFT
+$13.4M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12.3M
5
AMZN icon
Amazon
AMZN
+$9.91M

Top Sells

Rank Stock Value
1
HES
Hess
HES
+$4.87M
2
ANSS
Ansys
ANSS
+$4.85M
3
PG icon
Procter & Gamble
PG
+$4.65M
4
PARA
Paramount Global Class B
PARA
+$3.78M
5
ACN icon
Accenture
ACN
+$2.83M

Sector Composition

Rank Sector Weight
1 Technology 33.82%
2 Financials 13.98%
3 Consumer Discretionary 10.33%
4 Communication Services 9.77%
5 Healthcare 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PRG icon
1226
PROG Holdings
PRG
$1.82B
$518K 0.01%
16,011
+2,890
+22% +$94.8K
GFL icon
1227
GFL Environmental
GFL
$15.2B
$516K 0.01%
10,883
-2,900
-21% -$140K
WPP icon
1228
WPP
WPP
$4.39B
$515K 0.01%
20,544
+7,936
+63% +$217K
ITUB icon
1229
Itaú Unibanco
ITUB
$93.6B
$515K 0.01%
72,115
+6,608
+10% +$43.7K
TRNO icon
1230
Terreno Realty
TRNO
$7.58B
$514K 0.01%
9,063
+745
+9% +$42.3K
NSIT icon
1231
Insight Enterprises
NSIT
$3.98B
$513K 0.01%
4,524
-660
-13% -$85.9K
CBT icon
1232
Cabot Corp
CBT
$4.62B
$512K 0.01%
6,732
+695
+12% +$54.2K
PSN icon
1233
Parsons
PSN
$5.09B
$510K 0.01%
6,156
+278
+5% +$21.5K
VRNS icon
1234
Varonis Systems
VRNS
$4.73B
$509K 0.01%
8,861
+812
+10% +$45K
CROX icon
1235
Crocs
CROX
$6.47B
$509K 0.01%
6,092
-2,629
-30% -$240K
ESAB icon
1236
ESAB
ESAB
$5.66B
$507K 0.01%
4,534
-593
-12% -$70.5K
WNS
1237
DELISTED
WNS Holdings
WNS
$507K 0.01%
6,645
+1,840
+38% +$138K
FCFS icon
1238
FirstCash
FCFS
$9.08B
$505K 0.01%
3,185
+248
+8% +$34.7K
AROC icon
1239
Archrock
AROC
$6.16B
$503K 0.01%
19,130
-1,444
-7% -$34.8K
ESTC icon
1240
Elastic
ESTC
$7.15B
$503K 0.01%
5,953
+248
+4% +$20.9K
AGCO icon
1241
AGCO
AGCO
$7.28B
$502K 0.01%
4,692
+451
+11% +$49.8K
NOG icon
1242
Northern Oil and Gas
NOG
$2.25B
$501K 0.01%
20,202
-2,655
-12% -$70.4K
MDGL icon
1243
Madrigal Pharmaceuticals
MDGL
$11.1B
$499K 0.01%
1,089
+105
+11% +$39.2K
VET icon
1244
Vermilion Energy
VET
$1.76B
$499K 0.01%
63,874
+6,146
+11% +$47.5K
BBWI icon
1245
Bath & Body Works
BBWI
$4.23B
$499K 0.01%
19,389
-1,671
-8% -$49.5K
IAG icon
1246
IAMGOLD
IAG
$8.53B
$498K 0.01%
38,499
+1,598
+4% +$14K
VSS icon
1247
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.4B
$498K 0.01%
+3,490
New +$483K
ZTO icon
1248
ZTO Express
ZTO
$18.7B
$497K 0.01%
25,865
+4,642
+22% +$88.9K
ACHC icon
1249
Acadia Healthcare
ACHC
$2.85B
$495K 0.01%
20,008
+3,055
+18% +$68.2K
PHIN icon
1250
Phinia Inc
PHIN
$2.86B
$495K 0.01%
8,541
+581
+7% +$31.4K
48 49
50
51 52

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IIM
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GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
OIA
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RA
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RI
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WAM
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HRCM
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Vanguard Personalized Indexing Management's Q3 2025 Portfolio in Review

As of Q3 2025, Vanguard Personalized Indexing Management held 2,066 positions worth $9.76B, up 10% from $8.86B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Vanguard Personalized Indexing Management's Q3 2025 filing shows 121 new, 1,139 increased, 693 reduced and 81 closed positions. Its largest new stake was iShares MSCI ACWI ETF: 36,155 shares worth $5M. The largest sale was Hess, an estimated $4.87M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 33% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Vanguard Personalized Indexing Management's largest Q3 2025 buy was iShares MSCI ACWI ETF: 36,155 shares worth $5M.
  • Vanguard Personalized Indexing Management added most to Apple in Q3 2025, an estimated $26.4M increase.
  • Vanguard Personalized Indexing Management's biggest Q3 2025 reduction was Procter & Gamble, cutting an estimated $4.65M.
  • Vanguard Personalized Indexing Management fully exited Hess in Q3 2025, selling an estimated $4.87M.
  • Vanguard Personalized Indexing Management's ten largest holdings make up 34% of its $9.76B portfolio in Q3 2025.
  • Vanguard Personalized Indexing Management opened 121 new positions and closed 81 in Q3 2025.
  • Vanguard Personalized Indexing Management's portfolio value rose 10% quarter-over-quarter to $9.76B.

Based on Vanguard Personalized Indexing Management's 13F filing for Q3 2025, filed 31 Oct 2025.