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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
FRO icon
1451
Frontline
FRO
$8.65B
$335K ﹤0.01%
14,717
+418
+3% +$8.46K
FORM icon
1452
FormFactor
FORM
$8.52B
$335K ﹤0.01%
9,200
-771
-8% -$24.8K
PAC icon
1453
Grupo Aeroportuario del Pacifico
PAC
$12.9B
$335K ﹤0.01%
1,412
+32
+2% +$7.68K
MTRN icon
1454
Materion
MTRN
$4.46B
$335K ﹤0.01%
+2,771
New +$291K
SIRI icon
1455
SiriusXM
SIRI
$10.4B
$335K ﹤0.01%
14,203
+2,985
+27% +$69.1K
GES
1456
DELISTED
Guess Inc
GES
$334K ﹤0.01%
20,005
-272
-1% -$4.03K
LNTH icon
1457
Lantheus
LNTH
$6.65B
$332K ﹤0.01%
6,481
-887
-12% -$55.4K
SAIC icon
1458
Saic
SAIC
$5.06B
$332K ﹤0.01%
3,337
-1,076
-24% -$120K
CHDN icon
1459
Churchill Downs
CHDN
$5.73B
$332K ﹤0.01%
3,418
-795
-19% -$81.8K
PAAS icon
1460
Pan American Silver
PAAS
$18.3B
$330K ﹤0.01%
8,525
+948
+13% +$30.5K
AWR icon
1461
American States Water
AWR
$3.37B
$330K ﹤0.01%
4,499
-391
-8% -$29.1K
AX icon
1462
Axos Financial
AX
$5.88B
$329K ﹤0.01%
3,889
+131
+3% +$11.4K
FNDB icon
1463
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.44B
$329K ﹤0.01%
12,786
– –
EQX icon
1464
Equinox Gold
EQX
$7.15B
$329K ﹤0.01%
29,307
-421
-1% -$3.35K
NVTS icon
1465
Navitas Semiconductor
NVTS
$3B
$329K ﹤0.01%
45,507
-26
-0.1% -$174
ECG
1466
Everus Construction Group
ECG
$6.69B
$329K ﹤0.01%
3,831
-477
-11% -$35.4K
NPO icon
1467
Enpro
NPO
$6.82B
$326K ﹤0.01%
1,439
+176
+14% +$38K
YELP icon
1468
Yelp
YELP
$1.47B
$326K ﹤0.01%
10,434
-11,931
-53% -$391K
RUN icon
1469
Sunrun
RUN
$2.47B
$325K ﹤0.01%
18,809
+967
+5% +$12.9K
TFSL icon
1470
TFS Financial
TFSL
$5.24B
$325K ﹤0.01%
24,678
+4,735
+24% +$62.6K
EXK
1471
Endeavour Silver
EXK
$2.25B
$325K ﹤0.01%
41,415
+159
+0.4% +$938
COHU icon
1472
Cohu
COHU
$2.3B
$323K ﹤0.01%
15,899
-47
-0.3% -$948
WDFC icon
1473
WD-40
WDFC
$3.08B
$322K ﹤0.01%
1,632
+266
+19% +$57.6K
AS icon
1474
Amer Sports
AS
$20.9B
$322K ﹤0.01%
9,269
-963
-9% -$36.3K
SEB icon
1475
Seaboard Corp
SEB
$4.19B
$321K ﹤0.01%
88
-2
-2% -$6.96K
57 58
59
60 61

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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.