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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
ALKS icon
1376
Alkermes
ALKS
$8.22B
$395K ﹤0.01%
14,118
-618
-4% -$18.5K
ACA icon
1377
Arcosa
ACA
$7.13B
$395K ﹤0.01%
3,714
-288
-7% -$29.1K
GSL icon
1378
Global Ship Lease
GSL
$1.6B
$395K ﹤0.01%
11,269
-226
-2% -$7.34K
YELP icon
1379
Yelp
YELP
$1.45B
$395K ﹤0.01%
12,983
+2,549
+24% +$78.6K
LBRDK icon
1380
Liberty Broadband Class C
LBRDK
$4.88B
$393K ﹤0.01%
8,087
-5,220
-39% -$271K
CDP icon
1381
COPT Defense Properties
CDP
$4.3B
$392K ﹤0.01%
14,105
-291
-2% -$8.39K
MNDY icon
1382
monday.com
MNDY
$3.68B
$392K ﹤0.01%
2,657
-730
-22% -$123K
LNTH icon
1383
Lantheus
LNTH
$6.49B
$391K ﹤0.01%
5,879
-602
-9% -$35K
MSGS icon
1384
Madison Square Garden
MSGS
$9.48B
$391K ﹤0.01%
1,512
+158
+12% +$36K
LBRT icon
1385
Liberty Energy
LBRT
$3.05B
$390K ﹤0.01%
21,114
+6,026
+40% +$101K
JJSF icon
1386
J&J Snack Foods
JJSF
$1.43B
$388K ﹤0.01%
4,298
+2,137
+99% +$194K
COMP icon
1387
Compass
COMP
$8.51B
$388K ﹤0.01%
36,704
+2,767
+8% +$25.2K
SON icon
1388
Sonoco
SON
$5.57B
$387K ﹤0.01%
8,873
+594
+7% +$24.6K
KVYO icon
1389
Klaviyo
KVYO
$5.34B
$386K ﹤0.01%
11,886
+2,574
+28% +$72.1K
PRVA icon
1390
Privia Health
PRVA
$2.98B
$385K ﹤0.01%
16,250
+903
+6% +$22K
TEM
1391
Tempus AI
TEM
$7.92B
$383K ﹤0.01%
6,492
+981
+18% +$76.7K
SYM icon
1392
Symbotic
SYM
$5.48B
$382K ﹤0.01%
6,426
+71
+1% +$4.69K
FIBK icon
1393
First Interstate BancSystem
FIBK
$3.69B
$382K ﹤0.01%
11,043
-963
-8% -$31.5K
FELE icon
1394
Franklin Electric
FELE
$4.63B
$382K ﹤0.01%
3,994
-223
-5% -$21.3K
FTDR icon
1395
Frontdoor
FTDR
$5.1B
$381K ﹤0.01%
6,608
+303
+5% +$17.8K
TXG icon
1396
10x Genomics
TXG
$6B
$379K ﹤0.01%
23,266
+447
+2% +$6.75K
SIGI icon
1397
Selective Insurance
SIGI
$5.65B
$379K ﹤0.01%
4,533
-2,522
-36% -$202K
QS icon
1398
QuantumScape Corp
QS
$3.21B
$379K ﹤0.01%
36,362
+13,347
+58% +$184K
SLGN icon
1399
Silgan Holdings
SLGN
$4.23B
$378K ﹤0.01%
9,365
-1,122
-11% -$45.5K
COHU icon
1400
Cohu
COHU
$2.26B
$378K ﹤0.01%
16,231
+332
+2% +$7.61K
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 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.