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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
CVS icon
126
CVS Health
CVS
$133B
$12.6M 0.12%
158,284
+3,038
+2% +$240K
SAP icon
127
SAP
SAP
$212B
$12.6M 0.12%
51,677
-5,295
-9% -$1.35M
MMM icon
128
3M
MMM
$90.9B
$12.4M 0.12%
77,166
+6,692
+9% +$1.09M
ITW icon
129
Illinois Tool Works
ITW
$82.6B
$12.1M 0.12%
49,299
+3,662
+8% +$912K
TRV icon
130
Travelers Companies
TRV
$78.1B
$12.1M 0.12%
41,816
+860
+2% +$242K
COR icon
131
Cencora
COR
$60.6B
$12M 0.12%
35,661
+1,778
+5% +$606K
RCL icon
132
Royal Caribbean
RCL
$85.1B
$12M 0.12%
42,873
+1,815
+4% +$513K
AFL icon
133
Aflac
AFL
$64.9B
$11.9M 0.12%
108,176
+3,126
+3% +$344K
HIG icon
134
Hartford Financial Services
HIG
$38.9B
$11.9M 0.12%
86,479
+8,513
+11% +$1.12M
PNC icon
135
PNC Financial Services
PNC
$99.7B
$11.8M 0.12%
56,755
+1,619
+3% +$313K
CTAS icon
136
Cintas
CTAS
$81.9B
$11.8M 0.12%
62,774
-1,631
-3% -$307K
MRSH
137
Marsh
MRSH
$90.5B
$11.8M 0.12%
63,565
+3,976
+7% +$743K
PLD icon
138
Prologis
PLD
$135B
$11.8M 0.12%
92,313
+12,578
+16% +$1.57M
CMCSA icon
139
Comcast
CMCSA
$85B
$11.6M 0.11%
387,663
+9,867
+3% +$282K
EBAY icon
140
eBay
EBAY
$50.6B
$11.5M 0.11%
131,484
+6,141
+5% +$532K
BMY icon
141
Bristol-Myers Squibb
BMY
$133B
$11.4M 0.11%
211,950
+16,823
+9% +$809K
JCI icon
142
Johnson Controls International
JCI
$88.8B
$11.4M 0.11%
95,456
+4,131
+5% +$474K
MAR icon
143
Marriott International
MAR
$98.3B
$11.4M 0.11%
36,703
+3,742
+11% +$1.07M
NOC icon
144
Northrop Grumman
NOC
$77.1B
$11.4M 0.11%
19,910
-3
-0% -$1.74K
MPC icon
145
Marathon Petroleum
MPC
$92.4B
$11.3M 0.11%
69,676
+723
+1% +$135K
ECL icon
146
Ecolab
ECL
$78.1B
$11.2M 0.11%
42,653
-275
-0.6% -$73.2K
TEL icon
147
TE Connectivity
TEL
$59.6B
$11.2M 0.11%
49,194
+1,360
+3% +$315K
AMP icon
148
Ameriprise Financial
AMP
$48.3B
$11M 0.11%
22,395
+757
+3% +$359K
MNST icon
149
Monster Beverage
MNST
$94.3B
$10.9M 0.11%
142,165
+7,761
+6% +$556K
IDXX icon
150
Idexx Laboratories
IDXX
$44.1B
$10.8M 0.11%
15,942
+758
+5% +$516K
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 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.