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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
AQN icon
1301
Algonquin Power & Utilities
AQN
$4.42B
$438K ﹤0.01%
81,643
+4,840
+6% +$27.8K
VONG icon
1302
Vanguard Russell 1000 Growth ETF
VONG
$43.7B
$437K ﹤0.01%
3,626
+339
+10% +$38.9K
VAC icon
1303
Marriott Vacations Worldwide
VAC
$3.35B
$436K ﹤0.01%
6,553
+125
+2% +$9.64K
FDN icon
1304
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.33B
$435K ﹤0.01%
1,553
– –
MGEE icon
1305
MGE Energy Inc
MGEE
$3.02B
$434K ﹤0.01%
5,161
+311
+6% +$26.5K
NVST icon
1306
Envista
NVST
$4.45B
$434K ﹤0.01%
21,283
+1,183
+6% +$24.3K
LLYVK icon
1307
Liberty Live Group Series C
LLYVK
$9.46B
$433K ﹤0.01%
4,358
+638
+17% +$57.7K
BCO icon
1308
Brink's
BCO
$4.76B
$432K ﹤0.01%
3,697
+469
+15% +$49.1K
CRVL icon
1309
CorVel
CRVL
$3.09B
$432K ﹤0.01%
5,574
+40
+0.7% +$3.57K
ASR icon
1310
Grupo Aeroportuario del Sureste
ASR
$8.36B
$431K ﹤0.01%
1,332
-12
-0.9% -$3.86K
ZETA icon
1311
Zeta Global
ZETA
$5.62B
$429K ﹤0.01%
21,593
+4,366
+25% +$78.4K
PI icon
1312
Impinj
PI
$4.93B
$428K ﹤0.01%
2,370
+299
+14% +$47.1K
BHF icon
1313
Brighthouse Financial
BHF
$3.55B
$428K ﹤0.01%
8,056
-2,468
-23% -$120K
POWI icon
1314
Power Integrations
POWI
$3.37B
$427K ﹤0.01%
10,627
-5,004
-32% -$242K
KFY icon
1315
Korn Ferry
KFY
$4.21B
$427K ﹤0.01%
6,104
+456
+8% +$33.3K
RNAM
1316
DELISTED
Avidity Biosciences
RNAM
$427K ﹤0.01%
9,794
+635
+7% +$25.7K
S icon
1317
SentinelOne
S
$6.87B
$426K ﹤0.01%
24,199
-1,363
-5% -$24.4K
COTY icon
1318
Coty
COTY
$2.46B
$425K ﹤0.01%
105,316
+3,138
+3% +$14.4K
FTDR icon
1319
Frontdoor
FTDR
$5.34B
$424K ﹤0.01%
6,305
+402
+7% +$24.5K
BRBR icon
1320
BellRing Brands
BRBR
$1.51B
$424K ﹤0.01%
11,652
+203
+2% +$9.17K
VBR icon
1321
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.6B
$423K ﹤0.01%
2,027
-42
-2% -$8.59K
PJT icon
1322
PJT Partners
PJT
$4.36B
$420K ﹤0.01%
2,365
+142
+6% +$25.6K
ZWS icon
1323
Zurn Elkay Water Solutions
ZWS
$8.49B
$420K ﹤0.01%
8,927
+615
+7% +$26.5K
ESI icon
1324
Element Solutions
ESI
$9.18B
$420K ﹤0.01%
16,672
+667
+4% +$16.6K
ROOT icon
1325
Root
ROOT
$903M
$419K ﹤0.01%
4,676
-46
-1% -$4.82K
51 52
53
54 55

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.