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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
SEB icon
1351
Seaboard Corp
SEB
$4.23B
$409K ﹤0.01%
92
+4
+5% +$15.8K
SIRI icon
1352
SiriusXM
SIRI
$9.98B
$409K ﹤0.01%
20,444
+6,241
+44% +$134K
NMRK icon
1353
Newmark Group
NMRK
$2.66B
$408K ﹤0.01%
23,503
-197
-0.8% -$3.45K
NYAX
1354
Nayax
NYAX
$2.55B
$407K ﹤0.01%
8,058
+594
+8% +$26.8K
SMTC icon
1355
Semtech
SMTC
$11B
$406K ﹤0.01%
5,515
+546
+11% +$38.7K
GPOR icon
1356
Gulfport Energy Corp
GPOR
$2.9B
$406K ﹤0.01%
1,950
-12
-0.6% -$2.39K
ESI icon
1357
Element Solutions
ESI
$8.95B
$405K ﹤0.01%
16,192
-480
-3% -$12.5K
HURN icon
1358
Huron Consulting
HURN
$2.41B
$405K ﹤0.01%
2,340
+9
+0.4% +$1.47K
FIZZ icon
1359
National Beverage
FIZZ
$2.96B
$404K ﹤0.01%
12,663
+5,005
+65% +$172K
CFLT
1360
DELISTED
Confluent
CFLT
$404K ﹤0.01%
13,350
+3,214
+32% +$78.9K
UGP icon
1361
Ultrapar
UGP
$6.95B
$402K ﹤0.01%
106,530
+11,679
+12% +$46.2K
PAC icon
1362
Grupo Aeroportuario del Pacifico
PAC
$12.9B
$401K ﹤0.01%
1,521
+109
+8% +$25.3K
CNR
1363
Core Natural Resources Inc
CNR
$4.02B
$401K ﹤0.01%
4,529
+342
+8% +$29.2K
GTLB icon
1364
GitLab
GTLB
$5.83B
$401K ﹤0.01%
10,679
+2,346
+28% +$102K
ICLR icon
1365
Icon
ICLR
$12.6B
$401K ﹤0.01%
2,199
-372
-14% -$66.2K
CAVA icon
1366
CAVA Group
CAVA
$7.6B
$400K ﹤0.01%
6,821
+2,034
+42% +$113K
AXSM icon
1367
Axsome Therapeutics
AXSM
$11.2B
$400K ﹤0.01%
2,190
+89
+4% +$12.4K
WERN icon
1368
Werner Enterprises
WERN
$2.24B
$399K ﹤0.01%
13,312
-139
-1% -$3.82K
STWD icon
1369
Starwood Property Trust
STWD
$5.92B
$399K ﹤0.01%
22,178
-7,991
-26% -$147K
ZWS icon
1370
Zurn Elkay Water Solutions
ZWS
$8.38B
$399K ﹤0.01%
8,591
-336
-4% -$15.8K
LINE
1371
Lineage Inc
LINE
$9.65B
$399K ﹤0.01%
11,405
+1,722
+18% +$63.7K
XRAY icon
1372
Dentsply Sirona
XRAY
$2.68B
$399K ﹤0.01%
34,897
-13,233
-27% -$155K
CIGI icon
1373
Colliers International
CIGI
$5.04B
$398K ﹤0.01%
2,705
-187
-6% -$28.1K
CRNX icon
1374
Crinetics Pharmaceuticals
CRNX
$8.84B
$397K ﹤0.01%
8,524
+1,039
+14% +$46.3K
NMIH icon
1375
NMI Holdings
NMIH
$3.33B
$395K ﹤0.01%
9,689
+674
+7% +$25.5K
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 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.