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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
AGO icon
1251
Assured Guaranty
AGO
$3.72B
$494K 0.01%
5,832
+90
+2% +$7.48K
ONEQ icon
1252
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.6B
$493K 0.01%
5,529
– –
PATH icon
1253
UiPath
PATH
$6.76B
$492K 0.01%
36,791
+2,065
+6% +$24.4K
AGNC icon
1254
AGNC Investment
AGNC
$12.4B
$490K 0.01%
50,056
+7,534
+18% +$73K
BOX icon
1255
Box
BOX
$4.39B
$489K 0.01%
15,146
+2,681
+22% +$86.8K
ADPT icon
1256
Adaptive Biotechnologies
ADPT
$3.68B
$487K 0.01%
32,526
+488
+2% +$5.95K
PFS icon
1257
Provident Financial Services
PFS
$3.28B
$486K 0.01%
25,224
+2,267
+10% +$43.2K
PK icon
1258
Park Hotels & Resorts
PK
$3.04B
$482K ﹤0.01%
43,500
-591
-1% -$6.64K
SAM icon
1259
Boston Beer
SAM
$1.94B
$480K ﹤0.01%
2,272
+746
+49% +$159K
RIOT icon
1260
Riot Platforms
RIOT
$8.1B
$480K ﹤0.01%
25,229
+1,602
+7% +$22.2K
CVBF icon
1261
CVB Financial
CVBF
$4.03B
$478K ﹤0.01%
25,295
+6,671
+36% +$133K
VALE icon
1262
Vale
VALE
$62B
$474K ﹤0.01%
43,672
+4,663
+12% +$47.6K
DSI icon
1263
iShares MSCI KLD 400 Social ETF
DSI
$5.43B
$473K ﹤0.01%
3,754
– –
OMAB icon
1264
Grupo Aeroportuario Centro Norte
OMAB
$5.15B
$472K ﹤0.01%
4,542
-53
-1% -$5.68K
AUR icon
1265
Aurora
AUR
$13.3B
$469K ﹤0.01%
87,026
+22,092
+34% +$130K
CE icon
1266
Celanese
CE
$4.81B
$469K ﹤0.01%
11,138
-3,320
-23% -$165K
EAT icon
1267
Brinker International
EAT
$9.66B
$468K ﹤0.01%
3,691
-157
-4% -$24.5K
TIMB icon
1268
TIM SA
TIMB
$9.04B
$467K ﹤0.01%
20,830
+1,562
+8% +$31.6K
ALSN icon
1269
Allison Transmission
ALSN
$9.65B
$467K ﹤0.01%
5,496
-862
-14% -$76.7K
CART icon
1270
Maplebear
CART
$10.7B
$467K ﹤0.01%
12,693
-147
-1% -$6.77K
BTE icon
1271
Baytex Energy
BTE
$3.12B
$467K ﹤0.01%
199,391
+58,992
+42% +$126K
SPNS
1272
DELISTED
Sapiens International
SPNS
$462K ﹤0.01%
10,753
+1,542
+17% +$56.1K
KEX icon
1273
Kirby Corp
KEX
$6.98B
$461K ﹤0.01%
5,524
-791
-13% -$79.5K
OEF icon
1274
iShares S&P 100 ETF
OEF
$20.1B
$461K ﹤0.01%
1,384
+185
+15% +$58.8K
USMV icon
1275
iShares MSCI USA Min Vol Factor ETF
USMV
$23.7B
$455K ﹤0.01%
4,781
+113
+2% +$10.6K
49 50
51
52 53

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 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.