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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
VLGEA icon
1476
Village Super Market
VLGEA
$655M
$321K ﹤0.01%
8,586
-166
-2% -$6.1K
GKOS icon
1477
Glaukos
GKOS
$10.1B
$320K ﹤0.01%
3,928
+534
+16% +$49K
ROG icon
1478
Rogers Corp
ROG
$2.23B
$320K ﹤0.01%
3,980
-649
-14% -$48.3K
BOTZ icon
1479
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.33B
$319K ﹤0.01%
9,000
– –
IESC icon
1480
IES Holdings
IESC
$14.5B
$317K ﹤0.01%
797
-22
-3% -$7.57K
EGO icon
1481
Eldorado Gold
EGO
$8.31B
$316K ﹤0.01%
+10,955
New +$258K
SUPN icon
1482
Supernus Pharmaceuticals
SUPN
$2.82B
$314K ﹤0.01%
6,566
+75
+1% +$3.02K
CENX icon
1483
Century Aluminum
CENX
$4.42B
$313K ﹤0.01%
10,669
-588
-5% -$13.3K
LGIH icon
1484
LGI Homes
LGIH
$1.29B
$313K ﹤0.01%
6,056
+387
+7% +$22.6K
ACLX
1485
DELISTED
Arcellx
ACLX
$312K ﹤0.01%
3,805
+377
+11% +$27.1K
CRNX icon
1486
Crinetics Pharmaceuticals
CRNX
$8.86B
$312K ﹤0.01%
+7,485
New +$239K
CCS icon
1487
Century Communities
CCS
$1.94B
$312K ﹤0.01%
4,917
+191
+4% +$12K
PTNM
1488
DELISTED
Pitanium Ltd
PTNM
$312K ﹤0.01%
+25,476
New +$120K
SPYM
1489
State Street SPDR Portfolio S&P 500 ETF
SPYM
$164B
$311K ﹤0.01%
+3,972
New +$300K
BTG icon
1490
B2Gold
BTG
$5.04B
$311K ﹤0.01%
62,776
+1,986
+3% +$7.81K
MSGS icon
1491
Madison Square Garden
MSGS
$9.52B
$309K ﹤0.01%
1,354
+355
+36% +$72.8K
WB icon
1492
Weibo
WB
$2.01B
$309K ﹤0.01%
24,887
+6,072
+32% +$66.4K
CATY icon
1493
Cathay General Bancorp
CATY
$4.28B
$309K ﹤0.01%
6,425
+1,584
+33% +$76.1K
ZG icon
1494
Zillow
ZG
$8.07B
$308K ﹤0.01%
4,134
-416
-9% -$32.7K
MRCY icon
1495
Mercury Systems
MRCY
$6.32B
$307K ﹤0.01%
+3,971
New +$247K
IBOC icon
1496
International Bancshares
IBOC
$4.75B
$306K ﹤0.01%
4,444
+99
+2% +$6.92K
ASO icon
1497
Academy Sports + Outdoors
ASO
$2.98B
$306K ﹤0.01%
6,110
+479
+9% +$24.5K
BRKR icon
1498
Bruker
BRKR
$9.69B
$305K ﹤0.01%
9,401
-10,829
-54% -$386K
UE icon
1499
Urban Edge Properties
UE
$2.85B
$304K ﹤0.01%
14,866
+980
+7% +$19.5K
ZLAB icon
1500
Zai Lab
ZLAB
$2.06B
$303K ﹤0.01%
8,945
-2,840
-24% -$97.8K
58 59
60
61 62

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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.