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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
PAAS icon
1251
Pan American Silver
PAAS
$18.2B
$496K ﹤0.01%
9,572
+1,047
+12% +$43.8K
CWAN
1252
DELISTED
Clearwater Analytics
CWAN
$496K ﹤0.01%
+20,555
New +$412K
TGB
1253
Trekor Metals
TGB
$2.5B
$495K ﹤0.01%
87,543
+1,642
+2% +$7.72K
ESAB icon
1254
ESAB
ESAB
$5.63B
$494K ﹤0.01%
4,425
-109
-2% -$12.5K
MDU icon
1255
MDU Resources
MDU
$4.18B
$494K ﹤0.01%
25,308
+2,995
+13% +$58.9K
LW icon
1256
Lamb Weston
LW
$7.27B
$494K ﹤0.01%
11,781
-146
-1% -$8.59K
TPG icon
1257
TPG
TPG
$7.29B
$488K ﹤0.01%
7,643
+729
+11% +$43K
PDS
1258
Precision Drilling
PDS
$995M
$488K ﹤0.01%
6,787
+2,546
+60% +$156K
FTRE icon
1259
Fortrea Holdings
FTRE
$1.8B
$486K ﹤0.01%
28,194
+1,806
+7% +$22.3K
PTEN icon
1260
Patterson-UTI
PTEN
$3.87B
$486K ﹤0.01%
79,515
+6,870
+9% +$41K
SFBS
1261
ServisFirst Bancshares
SFBS
$4.9B
$486K ﹤0.01%
6,767
-807
-11% -$59.2K
DSI icon
1262
iShares MSCI KLD 400 Social ETF
DSI
$5.42B
$484K ﹤0.01%
3,754
– –
GLNG icon
1263
Golar LNG
GLNG
$4.97B
$483K ﹤0.01%
12,984
-227
-2% -$8.68K
OUT icon
1264
Outfront Media
OUT
$5.55B
$481K ﹤0.01%
19,976
+970
+5% +$20.2K
YETI icon
1265
Yeti Holdings
YETI
$3.79B
$481K ﹤0.01%
10,895
+740
+7% +$28.5K
NUVL
1266
DELISTED
Nuvalent
NUVL
$480K ﹤0.01%
4,771
+518
+12% +$51.1K
FSS icon
1267
Federal Signal
FSS
$7.82B
$480K ﹤0.01%
4,419
-501
-10% -$57.4K
KBR icon
1268
KBR
KBR
$4.66B
$480K ﹤0.01%
11,934
+3,599
+43% +$154K
IPGP icon
1269
IPG Photonics
IPGP
$3.67B
$479K ﹤0.01%
6,695
-7
-0.1% -$571
CPRI icon
1270
Capri Holdings
CPRI
$1.85B
$478K ﹤0.01%
19,603
-620
-3% -$14.3K
DOCN icon
1271
DigitalOcean
DOCN
$14.8B
$475K ﹤0.01%
9,877
+1,899
+24% +$83.6K
OEF icon
1272
iShares S&P 100 ETF
OEF
$20.1B
$475K ﹤0.01%
1,384
– –
TTMI icon
1273
TTM Technologies
TTMI
$12.4B
$474K ﹤0.01%
6,867
+506
+8% +$33K
ZETA icon
1274
Zeta Global
ZETA
$5.59B
$473K ﹤0.01%
23,258
+1,665
+8% +$31.1K
IBP icon
1275
Installed Building Products
IBP
$6.16B
$472K ﹤0.01%
1,819
+35
+2% +$9.05K
49 50
51
52 53

Similar funds

ACA
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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.