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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
PRDO icon
1351
Perdoceo Education
PRDO
$2.04B
$398K ﹤0.01%
10,579
+414
+4% +$13.3K
ENVA icon
1352
Enova International
ENVA
$6.44B
$398K ﹤0.01%
3,461
+182
+6% +$20.8K
ABG icon
1353
Asbury Automotive
ABG
$4.24B
$398K ﹤0.01%
1,628
-106
-6% -$25.8K
ETSY icon
1354
Etsy
ETSY
$7.89B
$398K ﹤0.01%
5,989
+763
+15% +$45.6K
MDU icon
1355
MDU Resources
MDU
$4.2B
$397K ﹤0.01%
22,313
-2,805
-11% -$46.8K
TPG icon
1356
TPG
TPG
$7.43B
$397K ﹤0.01%
6,914
+656
+10% +$38.7K
FAF icon
1357
First American
FAF
$7.7B
$396K ﹤0.01%
6,170
+156
+3% +$9.84K
KBR icon
1358
KBR
KBR
$4.68B
$394K ﹤0.01%
8,335
+139
+2% +$6.74K
UGP icon
1359
Ultrapar
UGP
$6.94B
$389K ﹤0.01%
94,851
+17,384
+22% +$59.1K
CGAU
1360
Centerra Gold
CGAU
$3.44B
$388K ﹤0.01%
36,192
+4,146
+13% +$33.1K
SKYW icon
1361
Skywest
SKYW
$4.42B
$387K ﹤0.01%
3,843
+157
+4% +$17.5K
DRS icon
1362
Leonardo DRS
DRS
$12.2B
$385K ﹤0.01%
8,472
-247
-3% -$10.8K
AMTM
1363
Amentum Holdings
AMTM
$5.66B
$384K ﹤0.01%
15,752
+1,147
+8% +$27.9K
JOYY
1364
JOYY Inc
JOYY
$3.73B
$383K ﹤0.01%
6,534
+228
+4% +$12.5K
SCHB icon
1365
Schwab US Broad Market ETF
SCHB
$43.9B
$383K ﹤0.01%
14,887
+1,221
+9% +$30.2K
FIBK icon
1366
First Interstate BancSystem
FIBK
$3.75B
$383K ﹤0.01%
12,006
+1,317
+12% +$41K
PRVA icon
1367
Privia Health
PRVA
$3B
$382K ﹤0.01%
+15,347
New +$330K
KRG icon
1368
Kite Realty
KRG
$5.69B
$382K ﹤0.01%
17,137
-3,327
-16% -$74.2K
BKE icon
1369
Buckle
BKE
$2.37B
$380K ﹤0.01%
6,472
+533
+9% +$28.8K
CSW
1370
CSW Industrials
CSW
$5.6B
$379K ﹤0.01%
1,561
-96
-6% -$25.8K
SXI icon
1371
Standex International
SXI
$3.78B
$378K ﹤0.01%
1,785
+66
+4% +$12.5K
ACA icon
1372
Arcosa
ACA
$7.14B
$377K ﹤0.01%
4,002
+702
+21% +$65.3K
PTEN icon
1373
Patterson-UTI
PTEN
$3.9B
$376K ﹤0.01%
72,645
+9,760
+16% +$56.1K
MIDD icon
1374
Middleby
MIDD
$6.14B
$376K ﹤0.01%
2,829
-1,200
-30% -$167K
GTLB icon
1375
GitLab
GTLB
$6.01B
$376K ﹤0.01%
8,333
+126
+2% +$5.76K
53 54
55
56 57

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.