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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
OPEN icon
1276
Opendoor
OPEN
$3.78B
$471K ﹤0.01%
80,862
+2,228
+3% +$16K
NBIS
1277
Nebius Group N.V.
NBIS
$52.7B
$471K ﹤0.01%
5,626
+206
+4% +$21.3K
NBR icon
1278
Nabors Industries
NBR
$1.23B
$469K ﹤0.01%
8,634
+173
+2% +$8.43K
DUOL icon
1279
Duolingo
DUOL
$6.34B
$468K ﹤0.01%
2,668
-407
-13% -$95.9K
MSA icon
1280
Mine Safety
MSA
$7.36B
$467K ﹤0.01%
2,915
-490
-14% -$79.8K
KNF icon
1281
Knife River
KNF
$4.33B
$465K ﹤0.01%
6,616
+1,413
+27% +$99.2K
NWS icon
1282
News Corp Class B
NWS
$17.2B
$463K ﹤0.01%
15,611
-119
-0.8% -$3.55K
JOYY
1283
JOYY Inc
JOYY
$3.68B
$460K ﹤0.01%
7,104
+570
+9% +$34.8K
KFY icon
1284
Korn Ferry
KFY
$4.24B
$459K ﹤0.01%
6,956
+852
+14% +$57.3K
LI icon
1285
Li Auto
LI
$12.9B
$459K ﹤0.01%
27,113
+1,121
+4% +$22.2K
ADT icon
1286
ADT
ADT
$5.69B
$459K ﹤0.01%
56,839
-21,492
-27% -$179K
BOX icon
1287
Box
BOX
$4.4B
$458K ﹤0.01%
15,301
+155
+1% +$4.86K
CIFR icon
1288
Cipher Digital
CIFR
$9.86B
$456K ﹤0.01%
30,928
+1,681
+6% +$29.7K
GNW icon
1289
Genworth Financial
GNW
$3.84B
$455K ﹤0.01%
50,340
-509
-1% -$4.43K
AROC icon
1290
Archrock
AROC
$6.2B
$453K ﹤0.01%
17,405
-1,725
-9% -$42.9K
NICE icon
1291
Nice
NICE
$5.87B
$453K ﹤0.01%
4,005
-252
-6% -$30.4K
PPC icon
1292
Pilgrim's Pride
PPC
$6.67B
$452K ﹤0.01%
11,600
+1,714
+17% +$65.9K
NSA
1293
DELISTED
National Storage Affiliates Trust
NSA
$451K ﹤0.01%
15,999
+2,531
+19% +$75.4K
SAIC icon
1294
Saic
SAIC
$5.02B
$451K ﹤0.01%
4,482
+1,145
+34% +$109K
USMV icon
1295
iShares MSCI USA Min Vol Factor ETF
USMV
$23.7B
$450K ﹤0.01%
4,781
– –
DXC icon
1296
DXC Technology
DXC
$1.85B
$447K ﹤0.01%
30,480
+4,804
+19% +$66.1K
CVBF icon
1297
CVB Financial
CVBF
$4.01B
$445K ﹤0.01%
23,901
-1,394
-6% -$26.7K
PFS icon
1298
Provident Financial Services
PFS
$3.26B
$444K ﹤0.01%
22,484
-2,740
-11% -$53K
EXK
1299
Endeavour Silver
EXK
$2.24B
$443K ﹤0.01%
47,179
+5,764
+14% +$48.9K
BCC icon
1300
Boise Cascade
BCC
$2.83B
$443K ﹤0.01%
6,024
+2,509
+71% +$183K
50 51
52
53 54

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.