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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
CDP icon
1326
COPT Defense Properties
CDP
$4.26B
$418K ﹤0.01%
14,396
+1,621
+13% +$46.6K
TDS icon
1327
Telephone and Data Systems
TDS
$3.92B
$416K ﹤0.01%
10,594
+540
+5% +$20.8K
GSEW icon
1328
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.93B
$415K ﹤0.01%
4,882
– –
ASB icon
1329
Associated Banc-Corp
ASB
$5.93B
$415K ﹤0.01%
16,136
-862
-5% -$22.1K
HXL icon
1330
Hexcel
HXL
$7.73B
$414K ﹤0.01%
6,598
+55
+0.8% +$3.38K
SSTK icon
1331
Shutterstock
SSTK
$223M
$413K ﹤0.01%
19,808
+3,485
+21% +$71K
LUMN icon
1332
Lumen
LUMN
$6.65B
$412K ﹤0.01%
67,369
+512
+0.8% +$2.46K
NHI icon
1333
National Health Investors
NHI
$3.68B
$411K ﹤0.01%
5,171
-184
-3% -$13.8K
ENPH icon
1334
Enphase Energy
ENPH
$5.2B
$410K ﹤0.01%
11,572
+2,253
+24% +$83.7K
BOKF icon
1335
BOK Financial
BOKF
$8.74B
$409K ﹤0.01%
3,649
-334
-8% -$35.7K
PINC
1336
DELISTED
Premier
PINC
$408K ﹤0.01%
14,689
+5,457
+59% +$132K
IRTC icon
1337
iRhythm Holdings
IRTC
$4.1B
$408K ﹤0.01%
2,370
-40
-2% -$6.36K
NOMD icon
1338
Nomad Foods
NOMD
$1.68B
$407K ﹤0.01%
30,987
+939
+3% +$14.7K
DORM icon
1339
Dorman Products
DORM
$3.82B
$407K ﹤0.01%
2,611
-4
-0.2% -$574
NSA
1340
DELISTED
National Storage Affiliates Trust
NSA
$407K ﹤0.01%
13,468
+1,661
+14% +$51.9K
IMTX icon
1341
Immatics
IMTX
$1.23B
$406K ﹤0.01%
47,635
+3,666
+8% +$22.6K
ALGM icon
1342
Allegro MicroSystems
ALGM
$7.74B
$404K ﹤0.01%
13,849
-374
-3% -$12.1K
WEX icon
1343
WEX
WEX
$6.38B
$403K ﹤0.01%
2,558
+74
+3% +$12.2K
CXT icon
1344
Crane NXT
CXT
$3.09B
$403K ﹤0.01%
6,008
+308
+5% +$18.3K
CPRI icon
1345
Capri Holdings
CPRI
$1.88B
$403K ﹤0.01%
20,223
+725
+4% +$14.5K
PPC icon
1346
Pilgrim's Pride
PPC
$6.65B
$403K ﹤0.01%
9,886
-107
-1% -$4.85K
VSXY
1347
Victoria's Secret
VSXY
$7.08B
$401K ﹤0.01%
14,791
-523
-3% -$11.7K
FELE icon
1348
Franklin Electric
FELE
$4.73B
$401K ﹤0.01%
4,217
-42
-1% -$3.97K
WTM icon
1349
White Mountains Insurance
WTM
$5.2B
$401K ﹤0.01%
240
+7
+3% +$12.5K
SNAP icon
1350
Snap
SNAP
$8.48B
$399K ﹤0.01%
51,791
-18,817
-27% -$156K
52 53
54
55 56

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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 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.