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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
TE
1426
T1 Energy
TE
$1.16B
$357K ﹤0.01%
53,465
+1,515
+3% +$6.68K
AX icon
1427
Axos Financial
AX
$5.77B
$357K ﹤0.01%
4,139
+250
+6% +$20.6K
ECG
1428
Everus Construction Group
ECG
$6.4B
$356K ﹤0.01%
4,163
+332
+9% +$29.7K
PSN icon
1429
Parsons
PSN
$4.72B
$356K ﹤0.01%
5,761
-395
-6% -$30.9K
JBS
1430
JBS N.V.
JBS
$46.1B
$355K ﹤0.01%
24,585
-5,417
-18% -$74.4K
FOUR icon
1431
Shift4
FOUR
$4.2B
$354K ﹤0.01%
5,626
+1,219
+28% +$86.1K
VCTR icon
1432
Victory Capital Holdings
VCTR
$6.19B
$354K ﹤0.01%
5,609
-177
-3% -$11.3K
SNAP icon
1433
Snap
SNAP
$7.89B
$354K ﹤0.01%
43,812
-7,979
-15% -$63.1K
SQM icon
1434
Sociedad Química y Minera de Chile
SQM
$19.2B
$353K ﹤0.01%
5,126
-274
-5% -$15.1K
MTRN icon
1435
Materion
MTRN
$4.39B
$352K ﹤0.01%
2,832
+61
+2% +$7.52K
GTM
1436
ZoomInfo Technologies
GTM
$973M
$352K ﹤0.01%
34,589
+3,475
+11% +$35.8K
BKE icon
1437
Buckle
BKE
$2.25B
$351K ﹤0.01%
6,577
+105
+2% +$5.85K
IESC icon
1438
IES Holdings
IESC
$14.8B
$349K ﹤0.01%
898
+101
+13% +$40.6K
DFUS
1439
Dimensional US Equity ETF
DFUS
$20.8B
$349K ﹤0.01%
4,707
– –
ARM icon
1440
Arm
ARM
$256B
$348K ﹤0.01%
3,185
+79
+3% +$11.5K
GLOB icon
1441
Globant
GLOB
$1.58B
$347K ﹤0.01%
+5,315
New +$334K
SHC icon
1442
Sotera Health
SHC
$5.09B
$346K ﹤0.01%
19,640
+1,253
+7% +$20.7K
FOLD
1443
DELISTED
Amicus Therapeutics
FOLD
$344K ﹤0.01%
24,161
-538
-2% -$5.29K
CUBI icon
1444
Customers Bancorp
CUBI
$2.66B
$343K ﹤0.01%
4,689
+142
+3% +$9.74K
PRG icon
1445
PROG Holdings
PRG
$1.75B
$342K ﹤0.01%
11,608
-4,403
-27% -$131K
DRS icon
1446
Leonardo DRS
DRS
$12.3B
$342K ﹤0.01%
10,026
+1,554
+18% +$57.3K
SCHB icon
1447
Schwab US Broad Market ETF
SCHB
$43.2B
$341K ﹤0.01%
13,002
-1,885
-13% -$49.1K
NPO icon
1448
Enpro
NPO
$6.63B
$341K ﹤0.01%
1,591
+152
+11% +$33.6K
HOG icon
1449
Harley-Davidson
HOG
$2.58B
$340K ﹤0.01%
16,604
-7,070
-30% -$174K
FNDB icon
1450
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.42B
$340K ﹤0.01%
12,786
– –
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 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.