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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
SBUX icon
126
Starbucks
SBUX
$120B
$12.2M 0.13%
144,217
-9,550
-6% -$855K
NOC icon
127
Northrop Grumman
NOC
$77.1B
$12.1M 0.12%
19,913
+1,046
+6% +$593K
MRSH
128
Marsh
MRSH
$90.5B
$12M 0.12%
59,589
-7,851
-12% -$1.61M
ITW icon
129
Illinois Tool Works
ITW
$82.6B
$11.9M 0.12%
45,637
+1,412
+3% +$368K
MCO icon
130
Moody's
MCO
$82.8B
$11.9M 0.12%
24,953
+645
+3% +$325K
INTC icon
131
Intel
INTC
$455B
$11.9M 0.12%
354,224
-7,615
-2% -$184K
GM icon
132
General Motors
GM
$80.4B
$11.9M 0.12%
194,869
+14,209
+8% +$792K
CMCSA icon
133
Comcast
CMCSA
$85B
$11.9M 0.12%
377,796
-73,782
-16% -$2.47M
ECL icon
134
Ecolab
ECL
$78.1B
$11.8M 0.12%
42,928
+1,956
+5% +$531K
AFL icon
135
Aflac
AFL
$64.9B
$11.7M 0.12%
105,050
+11,601
+12% +$1.22M
CVS icon
136
CVS Health
CVS
$133B
$11.7M 0.12%
155,246
+4,006
+3% +$275K
MDLZ icon
137
Mondelez International
MDLZ
$79.5B
$11.7M 0.12%
187,096
-32,487
-15% -$2.1M
TRV icon
138
Travelers Companies
TRV
$78.1B
$11.4M 0.12%
40,956
+1,714
+4% +$459K
EBAY icon
139
eBay
EBAY
$50.6B
$11.4M 0.12%
125,343
+199
+0.2% +$17.6K
URI icon
140
United Rentals
URI
$67.2B
$11.4M 0.12%
11,918
+557
+5% +$496K
GLW icon
141
Corning
GLW
$119B
$11.3M 0.12%
138,006
+5,263
+4% +$344K
PNC icon
142
PNC Financial Services
PNC
$99.7B
$11.1M 0.11%
55,136
+1,281
+2% +$253K
MMM icon
143
3M
MMM
$90.9B
$11M 0.11%
70,474
+975
+1% +$150K
CI icon
144
Cigna
CI
$73.7B
$10.9M 0.11%
37,718
-8,087
-18% -$2.39M
WMB icon
145
Williams Companies
WMB
$87.5B
$10.8M 0.11%
170,092
+295
+0.2% +$17.3K
SONY icon
146
Sony
SONY
$137B
$10.8M 0.11%
373,873
+7,937
+2% +$213K
DASH icon
147
DoorDash
DASH
$85.5B
$10.7M 0.11%
39,399
+971
+3% +$244K
AMP icon
148
Ameriprise Financial
AMP
$48.3B
$10.6M 0.11%
21,638
-959
-4% -$492K
AMT icon
149
American Tower
AMT
$80.8B
$10.6M 0.11%
55,210
-8,714
-14% -$1.82M
COR icon
150
Cencora
COR
$60.6B
$10.6M 0.11%
33,883
+377
+1% +$111K
4 5
6
7 8

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ACA
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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.