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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
ENPH icon
1451
Enphase Energy
ENPH
$4.96B
$339K ﹤0.01%
10,572
-1,000
-9% -$32.4K
PRDO icon
1452
Perdoceo Education
PRDO
$1.99B
$338K ﹤0.01%
11,521
+942
+9% +$29.8K
OBE
1453
Obsidian Energy
OBE
$716M
$337K ﹤0.01%
55,016
+15,648
+40% +$94.7K
PL icon
1454
Planet Labs
PL
$7.3B
$336K ﹤0.01%
17,043
+1,691
+11% +$24.2K
NIO icon
1455
NIO
NIO
$12.2B
$336K ﹤0.01%
65,862
+6,656
+11% +$41.1K
INTF icon
1456
iShares International Equity Factor ETF
INTF
$3.62B
$335K ﹤0.01%
8,871
-624
-7% -$22.9K
BRKR icon
1457
Bruker
BRKR
$9.57B
$334K ﹤0.01%
7,090
-2,311
-25% -$97.7K
ROOT icon
1458
Root
ROOT
$857M
$333K ﹤0.01%
4,616
-60
-1% -$4.78K
GES
1459
DELISTED
Guess Inc
GES
$333K ﹤0.01%
19,885
-120
-0.6% -$2.03K
VTMX icon
1460
Vesta Real Estate
VTMX
$3.2B
$332K ﹤0.01%
+10,899
New +$323K
YMM icon
1461
Full Truck Alliance
YMM
$9.85B
$332K ﹤0.01%
30,963
-3,338
-10% -$40K
CX icon
1462
Cemex
CX
$17.1B
$332K ﹤0.01%
28,865
+4,664
+19% +$48.2K
ROG icon
1463
Rogers Corp
ROG
$2.21B
$332K ﹤0.01%
3,621
-359
-9% -$30.8K
MAT icon
1464
Mattel
MAT
$4.38B
$331K ﹤0.01%
16,688
+3,710
+29% +$71.7K
CATY icon
1465
Cathay General Bancorp
CATY
$4.22B
$329K ﹤0.01%
6,803
+378
+6% +$18.2K
OII icon
1466
Oceaneering
OII
$4.86B
$329K ﹤0.01%
13,690
-834
-6% -$20.1K
HCC icon
1467
Warrior Met Coal
HCC
$4.19B
$329K ﹤0.01%
3,731
+378
+11% +$28.4K
SUPN icon
1468
Supernus Pharmaceuticals
SUPN
$2.59B
$328K ﹤0.01%
6,600
+34
+0.5% +$1.65K
LLYVK icon
1469
Liberty Live Group Series C
LLYVK
$9.07B
$328K ﹤0.01%
3,942
-416
-10% -$35.7K
IWD icon
1470
iShares Russell 1000 Value ETF
IWD
$82.2B
$327K ﹤0.01%
1,555
-272
-15% -$56.2K
DORM icon
1471
Dorman Products
DORM
$3.98B
$327K ﹤0.01%
2,654
+43
+2% +$5.8K
CORT icon
1472
Corcept Therapeutics
CORT
$12.4B
$326K ﹤0.01%
9,377
-176
-2% -$13.8K
COLM icon
1473
Columbia Sportswear
COLM
$3.04B
$326K ﹤0.01%
+5,918
New +$316K
NOVT icon
1474
Novanta
NOVT
$5.08B
$325K ﹤0.01%
2,732
– –
URBN icon
1475
Urban Outfitters
URBN
$6.35B
$325K ﹤0.01%
4,317
+145
+3% +$10.3K
57 58
59
60 61

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.