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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
+4.57%
1 Year Est. Return
+34.45%
3 Year Est. Return
+115.18%
5 Year Est. Return
+162.91%
10 Year Est. Return
–
AUM
$10.3B
AUM Growth
+$487M
Cap. Flow
+$254M
Cap. Flow %
2.48%
Top 10 Hldgs %
34.45%
Holding
2,091
New
106
Increased
1,133
Reduced
706
Closed
116

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$19.5M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$18.2M
3
NVDA icon
NVIDIA
NVDA
+$14.3M
4
LLY icon
Eli Lilly
LLY
+$13.8M
5
JPM icon
JPMorgan Chase
JPM
+$9.55M

Top Sells

Rank Stock Value
1
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$5M
2
LIN icon
Linde
LIN
+$4.87M
3
K
Kellanova
K
+$4.73M
4
DD icon
DuPont de Nemours
DD
+$3.94M
5
PG icon
Procter & Gamble
PG
+$2.89M

Sector Composition

Rank Sector Weight
1 Technology 33.3%
2 Financials 14.31%
3 Consumer Discretionary 10.17%
4 Communication Services 10.06%
5 Healthcare 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BILL icon
1226
BILL Holdings
BILL
$4.66B
$526K 0.01%
9,653
+1,159
+14% +$59.5K
GFL icon
1227
GFL Environmental
GFL
$15.2B
$526K 0.01%
12,248
+1,365
+13% +$61K
TEF
1228
DELISTED
Telefonica
TEF
$526K 0.01%
129,821
-44,926
-26% -$202K
WTM icon
1229
White Mountains Insurance
WTM
$5.19B
$526K 0.01%
253
+13
+5% +$25.4K
HXL icon
1230
Hexcel
HXL
$7.71B
$524K 0.01%
7,097
+499
+8% +$35.3K
KRYS icon
1231
Krystal Biotech
KRYS
$8.93B
$524K 0.01%
2,127
+116
+6% +$24.4K
WH icon
1232
Wyndham Hotels & Resorts
WH
$5.57B
$524K 0.01%
6,931
-425
-6% -$32K
ESTC icon
1233
Elastic
ESTC
$7.2B
$523K 0.01%
6,928
+975
+16% +$79.6K
HIMS icon
1234
Hims & Hers Health
HIMS
$7.1B
$521K 0.01%
16,059
+756
+5% +$32.4K
CNH
1235
CNH Industrial
CNH
$14B
$520K 0.01%
56,398
-35,873
-39% -$358K
CNM icon
1236
Core & Main
CNM
$8.59B
$520K 0.01%
10,003
-1,839
-16% -$94.3K
IMTX icon
1237
Immatics
IMTX
$1.22B
$518K 0.01%
49,374
+1,739
+4% +$17.5K
MGC icon
1238
Vanguard Morningstar Mega Cap ETF
MGC
$10.1B
$518K 0.01%
2,062
-223
-10% -$55.4K
ENS icon
1239
EnerSys
ENS
$6.85B
$517K 0.01%
3,524
+238
+7% +$31.8K
BAX icon
1240
Baxter International
BAX
$14.4B
$515K 0.01%
26,959
-2,938
-10% -$58.8K
AMTM
1241
Amentum Holdings
AMTM
$5.58B
$515K 0.01%
17,751
+1,999
+13% +$51.1K
TAC icon
1242
TransAlta
TAC
$3.93B
$513K 0.01%
40,546
+1,814
+5% +$27.1K
OLN icon
1243
Olin
OLN
$2.11B
$508K 0.01%
24,400
-8,391
-26% -$181K
ONEQ icon
1244
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.6B
$505K ﹤0.01%
5,529
– –
PSMT icon
1245
Pricesmart
PSMT
$6.05B
$502K ﹤0.01%
4,089
+341
+9% +$41.6K
FCPT icon
1246
Four Corners Property Trust
FCPT
$2.79B
$501K ﹤0.01%
21,746
+7,066
+48% +$168K
VKTX icon
1247
Viking Therapeutics
VKTX
$3.79B
$500K ﹤0.01%
14,219
+705
+5% +$25K
VSS icon
1248
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.4B
$500K ﹤0.01%
3,490
– –
PRMB
1249
Primo Brands
PRMB
$8.3B
$497K ﹤0.01%
30,386
+5,275
+21% +$97.5K
GKOS icon
1250
Glaukos
GKOS
$10.1B
$496K ﹤0.01%
4,396
+468
+12% +$44.7K
48 49
50
51 52

Similar funds

ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
IIM
INTECH Investment Management West Palm Beach, Florida $10.2B AUM 28.14% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Vanguard Personalized Indexing Management's Q4 2025 Portfolio in Review

As of Q4 2025, Vanguard Personalized Indexing Management held 2,091 positions worth $10.3B, up 5% from $9.76B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Vanguard Personalized Indexing Management's Q4 2025 filing shows 106 new, 1,133 increased, 706 reduced and 116 closed positions. Its largest new stake was Qnity Electronics Inc: 32,801 shares worth $2.68M. The largest sale was iShares MSCI ACWI ETF, an estimated $5M.

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

  • Vanguard Personalized Indexing Management's largest Q4 2025 buy was Qnity Electronics Inc: 32,801 shares worth $2.68M.
  • Vanguard Personalized Indexing Management added most to Apple in Q4 2025, an estimated $19.5M increase.
  • Vanguard Personalized Indexing Management's biggest Q4 2025 reduction was Linde, cutting an estimated $4.87M.
  • Vanguard Personalized Indexing Management fully exited iShares MSCI ACWI ETF in Q4 2025, selling an estimated $5M.
  • Vanguard Personalized Indexing Management's ten largest holdings make up 34% of its $10.3B portfolio in Q4 2025.
  • Vanguard Personalized Indexing Management opened 106 new positions and closed 116 in Q4 2025.
  • Vanguard Personalized Indexing Management's portfolio value rose 5% quarter-over-quarter to $10.3B.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2025, filed 13 Feb 2026.