We are live on ! Find out more
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
OSIS icon
1426
OSI Systems
OSIS
$3.66B
$350K ﹤0.01%
1,403
+32
+2% +$7.3K
CNR
1427
Core Natural Resources Inc
CNR
$4.04B
$350K ﹤0.01%
4,187
-410
-9% -$30.7K
INSW icon
1428
International Seaways
INSW
$4.73B
$348K ﹤0.01%
7,562
+84
+1% +$3.63K
WD icon
1429
Walker & Dunlop
WD
$1.77B
$348K ﹤0.01%
4,164
+1,259
+43% +$101K
SEE
1430
DELISTED
Sealed Air
SEE
$348K ﹤0.01%
9,847
-544
-5% -$17.3K
KAI icon
1431
Kadant
KAI
$3.77B
$347K ﹤0.01%
+1,164
New +$380K
VVV icon
1432
Valvoline
VVV
$4.96B
$346K ﹤0.01%
9,635
-799
-8% -$30.5K
NBR icon
1433
Nabors Industries
NBR
$1.24B
$346K ﹤0.01%
8,461
+1,208
+17% +$43K
NMIH icon
1434
NMI Holdings
NMIH
$3.34B
$346K ﹤0.01%
9,015
+728
+9% +$28.5K
CLSK icon
1435
CleanSpark
CLSK
$3.71B
$345K ﹤0.01%
23,778
+2,999
+14% +$33.8K
KN icon
1436
Knowles
KN
$3.18B
$344K ﹤0.01%
14,749
+1,754
+13% +$35.9K
HOMB icon
1437
Home BancShares
HOMB
$6.27B
$343K ﹤0.01%
12,099
+295
+2% +$8.57K
SYM icon
1438
Symbotic
SYM
$5.8B
$343K ﹤0.01%
6,355
+1,068
+20% +$54K
HURN icon
1439
Huron Consulting
HURN
$2.43B
$342K ﹤0.01%
2,331
+187
+9% +$25.5K
FOUR icon
1440
Shift4
FOUR
$4.34B
$341K ﹤0.01%
4,407
-1,425
-24% -$132K
INTF icon
1441
iShares International Equity Factor ETF
INTF
$3.63B
$341K ﹤0.01%
9,495
– –
DFUS
1442
Dimensional US Equity ETF
DFUS
$21.1B
$341K ﹤0.01%
4,707
– –
HLNE icon
1443
Hamilton Lane
HLNE
$5.14B
$340K ﹤0.01%
2,526
-184
-7% -$27.8K
WK icon
1444
Workiva
WK
$3.42B
$340K ﹤0.01%
+3,952
New +$297K
ONON icon
1445
On Holding
ONON
$12.6B
$340K ﹤0.01%
8,034
-124
-2% -$5.9K
GTM
1446
ZoomInfo Technologies
GTM
$1.06B
$339K ﹤0.01%
31,114
+3,650
+13% +$39.1K
MWA icon
1447
Mueller Water Products
MWA
$4.04B
$339K ﹤0.01%
13,279
+1,374
+12% +$35.1K
SOUN icon
1448
SoundHound AI
SOUN
$2.67B
$339K ﹤0.01%
21,053
+4,789
+29% +$63.6K
YETI icon
1449
Yeti Holdings
YETI
$3.78B
$337K ﹤0.01%
10,155
+577
+6% +$20.2K
CABO icon
1450
Cable One
CABO
$240M
$336K ﹤0.01%
+1,897
New +$285K
56 57
58
59 60

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.