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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
KRG icon
1326
Kite Realty
KRG
$5.81B
$423K ﹤0.01%
17,636
+499
+3% +$11.3K
CRVL icon
1327
CorVel
CRVL
$3.06B
$423K ﹤0.01%
6,246
+672
+12% +$48.7K
CC icon
1328
Chemours
CC
$2.5B
$421K ﹤0.01%
35,738
+1,748
+5% +$22.4K
VTYX
1329
DELISTED
Ventyx Biosciences
VTYX
$420K ﹤0.01%
46,561
-734
-2% -$5.49K
FDN icon
1330
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.18B
$418K ﹤0.01%
1,553
– –
NXE icon
1331
NexGen Energy
NXE
$6.06B
$417K ﹤0.01%
45,347
+5,038
+12% +$44.5K
AHR icon
1332
American Healthcare REIT
AHR
$10.7B
$417K ﹤0.01%
8,861
+436
+5% +$20.2K
AGCO icon
1333
AGCO
AGCO
$7.15B
$417K ﹤0.01%
3,995
-697
-15% -$74.1K
ESE icon
1334
ESCO Technologies
ESE
$8.17B
$416K ﹤0.01%
2,128
+30
+1% +$6.32K
SKYW icon
1335
Skywest
SKYW
$4.24B
$416K ﹤0.01%
4,140
+297
+8% +$29.7K
GSEW icon
1336
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.89B
$416K ﹤0.01%
4,882
– –
MRTN icon
1337
Marten Transport
MRTN
$1.21B
$415K ﹤0.01%
36,485
+16,893
+86% +$179K
NHI icon
1338
National Health Investors
NHI
$3.72B
$415K ﹤0.01%
5,436
+265
+5% +$20.3K
HLNE icon
1339
Hamilton Lane
HLNE
$4.91B
$415K ﹤0.01%
3,089
+563
+22% +$70.8K
RIOT icon
1340
Riot Platforms
RIOT
$7.63B
$415K ﹤0.01%
32,743
+7,514
+30% +$129K
KOD icon
1341
Kodiak Sciences
KOD
$2.6B
$414K ﹤0.01%
14,809
-146
-1% -$2.99K
CENX icon
1342
Century Aluminum
CENX
$4.43B
$414K ﹤0.01%
10,561
-108
-1% -$3.37K
RAL
1343
Ralliant Corp
RAL
$7.23B
$414K ﹤0.01%
8,126
+220
+3% +$10.3K
PDM
1344
Piedmont Realty Trust
PDM
$1.21B
$413K ﹤0.01%
49,554
+133
+0.3% +$1.11K
HUT
1345
Hut 8
HUT
$12.1B
$413K ﹤0.01%
8,992
+388
+5% +$17.1K
PJT icon
1346
PJT Partners
PJT
$4.3B
$413K ﹤0.01%
2,470
+105
+4% +$18K
PK icon
1347
Park Hotels & Resorts
PK
$3.03B
$413K ﹤0.01%
39,439
-4,061
-9% -$43.5K
TIMB icon
1348
TIM SA
TIMB
$9.16B
$411K ﹤0.01%
21,153
+323
+2% +$7.09K
ASH icon
1349
Ashland
ASH
$3.33B
$411K ﹤0.01%
7,001
+777
+12% +$41.1K
SXI icon
1350
Standex International
SXI
$3.59B
$411K ﹤0.01%
1,890
+105
+6% +$24.3K
52 53
54
55 56

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.