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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
TDS icon
1301
Telephone and Data Systems
TDS
$3.82B
$442K ﹤0.01%
10,774
+180
+2% +$7.01K
IEMG icon
1302
iShares Core MSCI Emerging Markets ETF
IEMG
$151B
$441K ﹤0.01%
6,562
-123
-2% -$8.25K
BOKF icon
1303
BOK Financial
BOKF
$8.58B
$439K ﹤0.01%
3,710
+61
+2% +$6.84K
IRTC icon
1304
iRhythm Holdings
IRTC
$3.85B
$439K ﹤0.01%
2,472
+102
+4% +$18.1K
IUSV icon
1305
iShares Core S&P US Value ETF
IUSV
$27.2B
$438K ﹤0.01%
4,273
+1,387
+48% +$141K
ASR icon
1306
Grupo Aeroportuario del Sureste
ASR
$8.27B
$436K ﹤0.01%
1,347
+15
+1% +$4.64K
RH icon
1307
RH
RH
$3.13B
$435K ﹤0.01%
2,429
-902
-27% -$154K
CUK
1308
DELISTED
Carnival PLC
CUK
$433K ﹤0.01%
14,291
+382
+3% +$9.85K
BCO icon
1309
Brink's
BCO
$4.88B
$433K ﹤0.01%
3,707
+10
+0.3% +$1.14K
KFRC icon
1310
Kforce
KFRC
$1.02B
$433K ﹤0.01%
+13,989
New +$411K
KC
1311
Kingsoft Cloud Holdings
KC
$3.34B
$432K ﹤0.01%
41,805
+3,862
+10% +$47.4K
BBWI icon
1312
Bath & Body Works
BBWI
$4.06B
$432K ﹤0.01%
21,509
+2,120
+11% +$46.8K
SM icon
1313
SM Energy
SM
$7.8B
$431K ﹤0.01%
23,063
-24,191
-51% -$490K
NVST icon
1314
Envista
NVST
$4.44B
$430K ﹤0.01%
19,802
-1,481
-7% -$30.4K
PI icon
1315
Impinj
PI
$4.62B
$429K ﹤0.01%
2,467
+97
+4% +$17.3K
STAG icon
1316
STAG Industrial
STAG
$7.38B
$429K ﹤0.01%
11,677
+1,240
+12% +$47.1K
SEE
1317
DELISTED
Sealed Air
SEE
$428K ﹤0.01%
10,323
+476
+5% +$18.4K
EGO icon
1318
Eldorado Gold
EGO
$7.87B
$428K ﹤0.01%
11,904
+949
+9% +$28.4K
S icon
1319
SentinelOne
S
$6.53B
$427K ﹤0.01%
28,497
+4,298
+18% +$70.4K
ONON icon
1320
On Holding
ONON
$12.1B
$427K ﹤0.01%
9,192
+1,158
+14% +$49.9K
MRCY icon
1321
Mercury Systems
MRCY
$5.83B
$427K ﹤0.01%
5,843
+1,872
+47% +$139K
QXO
1322
QXO Inc
QXO
$13.8B
$426K ﹤0.01%
22,075
+6,583
+42% +$126K
BCE icon
1323
BCE
BCE
$20.2B
$426K ﹤0.01%
17,869
+6,767
+61% +$158K
EQX icon
1324
Equinox Gold
EQX
$7.06B
$425K ﹤0.01%
30,247
+940
+3% +$11.9K
ASB icon
1325
Associated Banc-Corp
ASB
$5.83B
$423K ﹤0.01%
16,436
+300
+2% +$7.72K
51 52
53
54 55

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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.