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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
IWF icon
1401
iShares Russell 1000 Growth ETF
IWF
$124B
$359K ﹤0.01%
3,068
-236
-7% -$26.3K
FCPT icon
1402
Four Corners Property Trust
FCPT
$2.78B
$358K ﹤0.01%
14,680
-642
-4% -$16.6K
INFA
1403
DELISTED
Informatica
INFA
$358K ﹤0.01%
14,419
+1,122
+8% +$27.7K
INDI icon
1404
indie Semiconductor
INDI
$716M
$358K ﹤0.01%
87,974
+1,513
+2% +$6.24K
AXTA icon
1405
Axalta
AXTA
$7.76B
$357K ﹤0.01%
12,474
-1,912
-13% -$57.6K
SON icon
1406
Sonoco
SON
$5.58B
$357K ﹤0.01%
8,279
-1,386
-14% -$64K
NYAX
1407
Nayax
NYAX
$2.6B
$355K ﹤0.01%
7,464
+693
+10% +$32.2K
VKTX icon
1408
Viking Therapeutics
VKTX
$3.8B
$355K ﹤0.01%
13,514
-1,093
-7% -$32.6K
GPOR icon
1409
Gulfport Energy Corp
GPOR
$2.94B
$355K ﹤0.01%
1,962
-157
-7% -$27.3K
SMTC icon
1410
Semtech
SMTC
$11.1B
$355K ﹤0.01%
+4,969
New +$270K
KRYS icon
1411
Krystal Biotech
KRYS
$9.21B
$355K ﹤0.01%
2,011
+316
+19% +$47.3K
TGTX icon
1412
TG Therapeutics
TGTX
$7.07B
$354K ﹤0.01%
9,806
-286
-3% -$9.42K
BCPC
1413
Balchem Corp
BCPC
$5.58B
$354K ﹤0.01%
2,359
-105
-4% -$16.5K
WERN icon
1414
Werner Enterprises
WERN
$2.23B
$354K ﹤0.01%
13,451
-67
-0.5% -$1.88K
AHR icon
1415
American Healthcare REIT
AHR
$10.6B
$354K ﹤0.01%
8,425
+752
+10% +$30.2K
OUT icon
1416
Outfront Media
OUT
$5.61B
$354K ﹤0.01%
19,006
+932
+5% +$16.9K
SAND
1417
DELISTED
Sandstorm Gold
SAND
$354K ﹤0.01%
28,236
+3,934
+16% +$41.8K
GSL icon
1418
Global Ship Lease
GSL
$1.59B
$353K ﹤0.01%
11,495
-362
-3% -$10.8K
FHB icon
1419
First Hawaiian
FHB
$3.41B
$353K ﹤0.01%
14,201
+1,861
+15% +$47K
RAL
1420
Ralliant Corp
RAL
$7.21B
$352K ﹤0.01%
7,906
-44,557
-85% -$1.98M
SPR
1421
DELISTED
Spirit AeroSystems
SPR
$351K ﹤0.01%
9,104
+203
+2% +$8.11K
CCC
1422
CCC Intelligent Solutions
CCC
$3.71B
$351K ﹤0.01%
38,520
+13,898
+56% +$134K
FINV
1423
FinVolution Group
FINV
$1.17B
$350K ﹤0.01%
47,539
-18,769
-28% -$165K
TPH
1424
DELISTED
Tri Pointe Homes
TPH
$350K ﹤0.01%
10,305
+2,744
+36% +$93.4K
DXC icon
1425
DXC Technology
DXC
$1.78B
$350K ﹤0.01%
25,676
+4,211
+20% +$59.8K
55 56
57
58 59

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ACA
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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.