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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
PSMT icon
1276
Pricesmart
PSMT
$6.08B
$454K ﹤0.01%
3,748
+460
+14% +$50.9K
DIOD icon
1277
Diodes
DIOD
$3.77B
$454K ﹤0.01%
8,533
+229
+3% +$12.3K
GNW icon
1278
Genworth Financial
GNW
$3.76B
$453K ﹤0.01%
50,849
+3,920
+8% +$32.3K
CIGI icon
1279
Colliers International
CIGI
$5.08B
$452K ﹤0.01%
2,892
+802
+38% +$123K
NIO icon
1280
NIO
NIO
$12.1B
$451K ﹤0.01%
59,206
+20,682
+54% +$111K
SLGN icon
1281
Silgan Holdings
SLGN
$4.37B
$451K ﹤0.01%
10,487
+9
+0.1% +$435
ICLR icon
1282
Icon
ICLR
$12.2B
$450K ﹤0.01%
2,571
+845
+49% +$141K
BILL icon
1283
BILL Holdings
BILL
$4.7B
$450K ﹤0.01%
8,494
+1,973
+30% +$91.6K
SHOO icon
1284
Steven Madden
SHOO
$3.48B
$449K ﹤0.01%
13,417
+208
+2% +$5.83K
CWST icon
1285
Casella Waste Systems
CWST
$5.85B
$448K ﹤0.01%
4,721
+600
+15% +$60.4K
JBS
1286
JBS N.V.
JBS
$45.3B
$448K ﹤0.01%
30,002
-2,710
-8% -$39.5K
KNF icon
1287
Knife River
KNF
$4.47B
$447K ﹤0.01%
5,203
-852
-14% -$69.6K
LRN icon
1288
Stride
LRN
$3.41B
$445K ﹤0.01%
2,987
+110
+4% +$16.1K
YMM icon
1289
Full Truck Alliance
YMM
$10.1B
$445K ﹤0.01%
34,301
-24,964
-42% -$309K
TEM
1290
Tempus AI
TEM
$8.31B
$445K ﹤0.01%
5,511
+676
+14% +$47.3K
PDM
1291
Piedmont Realty Trust
PDM
$1.24B
$445K ﹤0.01%
49,421
+622
+1% +$5K
ESE icon
1292
ESCO Technologies
ESE
$8.24B
$443K ﹤0.01%
2,098
+168
+9% +$33.2K
ALKS icon
1293
Alkermes
ALKS
$8.31B
$442K ﹤0.01%
14,736
-1,667
-10% -$47K
NMRK icon
1294
Newmark Group
NMRK
$2.72B
$442K ﹤0.01%
23,700
+47
+0.2% +$763
SMR icon
1295
NuScale Power
SMR
$3.12B
$441K ﹤0.01%
12,259
+2,815
+30% +$112K
EGP icon
1296
EastGroup Properties
EGP
$11.2B
$441K ﹤0.01%
2,607
-781
-23% -$130K
HRI icon
1297
Herc Holdings
HRI
$5.48B
$441K ﹤0.01%
3,779
-176
-4% -$22.7K
IEMG icon
1298
iShares Core MSCI Emerging Markets ETF
IEMG
$152B
$441K ﹤0.01%
6,685
+137
+2% +$8.54K
IBP icon
1299
Installed Building Products
IBP
$6.15B
$440K ﹤0.01%
1,784
+188
+12% +$44.6K
ARM icon
1300
Arm
ARM
$255B
$439K ﹤0.01%
3,106
+117
+4% +$17K
50 51
52
53 54

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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.