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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
WK icon
1401
Workiva
WK
$3.36B
$377K ﹤0.01%
4,368
+416
+11% +$36.8K
ALGM icon
1402
Allegro MicroSystems
ALGM
$7.73B
$376K ﹤0.01%
14,268
+419
+3% +$11.5K
BCPC
1403
Balchem Corp
BCPC
$5.38B
$376K ﹤0.01%
2,450
+91
+4% +$13.9K
EDU icon
1404
New Oriental
EDU
$9.37B
$375K ﹤0.01%
6,812
+1,307
+24% +$71.7K
FRPT icon
1405
Freshpet
FRPT
$2.93B
$375K ﹤0.01%
6,152
+2,121
+53% +$120K
WEX icon
1406
WEX
WEX
$6.37B
$374K ﹤0.01%
2,511
-47
-2% -$7.08K
DIOD icon
1407
Diodes
DIOD
$3.78B
$374K ﹤0.01%
7,571
-962
-11% -$48.7K
MGEE icon
1408
MGE Energy Inc
MGEE
$3B
$373K ﹤0.01%
4,760
-401
-8% -$33K
INSW icon
1409
International Seaways
INSW
$4.76B
$372K ﹤0.01%
7,654
+92
+1% +$4.55K
ACHR icon
1410
Archer Aviation
ACHR
$3.54B
$371K ﹤0.01%
49,272
+19,612
+66% +$185K
FAF icon
1411
First American
FAF
$7.66B
$370K ﹤0.01%
6,030
-140
-2% -$8.78K
GOLF icon
1412
Acushnet Holdings
GOLF
$5.93B
$369K ﹤0.01%
4,627
-9
-0.2% -$730
RUN icon
1413
Sunrun
RUN
$2.34B
$369K ﹤0.01%
20,072
+1,263
+7% +$24.2K
AEO icon
1414
American Eagle Outfitters
AEO
$2.88B
$369K ﹤0.01%
13,976
+1,806
+15% +$35.7K
MTN icon
1415
Vail Resorts
MTN
$5.32B
$368K ﹤0.01%
2,771
-1,087
-28% -$160K
WSFS icon
1416
WSFS Financial
WSFS
$4.12B
$367K ﹤0.01%
6,645
+1,145
+21% +$62.7K
WFG icon
1417
West Fraser Timber
WFG
$5.08B
$367K ﹤0.01%
6,004
+2,130
+55% +$133K
SXT icon
1418
Sensient Technologies
SXT
$5.26B
$364K ﹤0.01%
3,879
+14
+0.4% +$1.32K
AS icon
1419
Amer Sports
AS
$20.7B
$364K ﹤0.01%
9,748
+479
+5% +$16.4K
GT icon
1420
Goodyear
GT
$2B
$364K ﹤0.01%
41,555
+10,166
+32% +$80.1K
IDYA icon
1421
IDEAYA Biosciences
IDYA
$3.42B
$363K ﹤0.01%
10,507
+204
+2% +$6.5K
MATX icon
1422
Matsons
MATX
$6.13B
$361K ﹤0.01%
2,918
+248
+9% +$26.6K
APLE icon
1423
Apple Hospitality REIT
APLE
$3.9B
$358K ﹤0.01%
30,252
-243
-0.8% -$2.85K
FHB icon
1424
First Hawaiian
FHB
$3.38B
$358K ﹤0.01%
14,166
-35
-0.2% -$870
HUBG icon
1425
HUB Group
HUBG
$2.85B
$357K ﹤0.01%
8,389
-7
-0.1% -$266
55 56
57
58 59

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.