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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
VCTR icon
1376
Victory Capital Holdings
VCTR
$6.46B
$375K ﹤0.01%
5,786
-30
-0.5% -$2.06K
AMBA icon
1377
Ambarella
AMBA
$3.66B
$374K ﹤0.01%
4,537
+142
+3% +$10.3K
LINE
1378
Lineage Inc
LINE
$9.49B
$374K ﹤0.01%
9,683
+3,999
+70% +$166K
UHAL.B icon
1379
U-Haul Holding Co Series N
UHAL.B
$12.4B
$374K ﹤0.01%
7,346
-4,234
-37% -$225K
FTS icon
1380
Fortis
FTS
$28.8B
$372K ﹤0.01%
7,334
-2,916
-28% -$143K
IWD icon
1381
iShares Russell 1000 Value ETF
IWD
$82.5B
$372K ﹤0.01%
1,827
-399
-18% -$79.4K
ENS icon
1382
EnerSys
ENS
$6.87B
$371K ﹤0.01%
3,286
-92
-3% -$9.05K
LCID icon
1383
Lucid Motors
LCID
$3B
$370K ﹤0.01%
15,549
-2,814
-15% -$63.6K
STAG icon
1384
STAG Industrial
STAG
$7.45B
$368K ﹤0.01%
10,437
-1,627
-13% -$58K
CIFR icon
1385
Cipher Digital
CIFR
$10.2B
$368K ﹤0.01%
29,247
+2,659
+10% +$20.1K
KMX icon
1386
CarMax
KMX
$8.25B
$368K ﹤0.01%
8,206
-2,718
-25% -$162K
NUVL
1387
DELISTED
Nuvalent
NUVL
$368K ﹤0.01%
4,253
+451
+12% +$35.7K
CUK
1388
DELISTED
Carnival PLC
CUK
$368K ﹤0.01%
13,909
-188
-1% -$5.18K
HTHT icon
1389
Huazhu Hotels Group
HTHT
$13.1B
$367K ﹤0.01%
9,384
+1,228
+15% +$42.9K
TTMI icon
1390
TTM Technologies
TTMI
$12.6B
$366K ﹤0.01%
6,361
+758
+14% +$35.2K
APLE icon
1391
Apple Hospitality REIT
APLE
$3.9B
$366K ﹤0.01%
30,495
+1,984
+7% +$24.5K
GOLF icon
1392
Acushnet Holdings
GOLF
$5.95B
$364K ﹤0.01%
4,636
+669
+17% +$51.9K
TGB
1393
Trekor Metals
TGB
$2.56B
$363K ﹤0.01%
85,901
-1,612
-2% -$5.48K
AVNT icon
1394
Avient
AVNT
$3.41B
$363K ﹤0.01%
11,018
-655
-6% -$22.8K
WHR icon
1395
Whirlpool
WHR
$2.58B
$363K ﹤0.01%
4,618
-748
-14% -$68.6K
SXT icon
1396
Sensient Technologies
SXT
$5.37B
$363K ﹤0.01%
3,865
+496
+15% +$54.3K
ALRM icon
1397
Alarm.com
ALRM
$2.75B
$361K ﹤0.01%
+6,805
New +$380K
TR icon
1398
Tootsie Roll Industries
TR
$2.95B
$361K ﹤0.01%
8,857
+1,280
+17% +$48.4K
NXE icon
1399
NexGen Energy
NXE
$6.33B
$361K ﹤0.01%
40,309
+3,476
+9% +$25.6K
OII icon
1400
Oceaneering
OII
$4.87B
$360K ﹤0.01%
14,524
+259
+2% +$5.94K
54 55
56
57 58

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.