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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
MMSI icon
1476
Merit Medical Systems
MMSI
$5.08B
$325K ﹤0.01%
3,684
+438
+13% +$37.3K
NUVB icon
1477
Nuvation Bio
NUVB
$2.2B
$323K ﹤0.01%
36,083
+1,020
+3% +$6.32K
FTS icon
1478
Fortis
FTS
$29B
$322K ﹤0.01%
6,198
-1,136
-15% -$58.2K
HAE icon
1479
Haemonetics
HAE
$3.89B
$321K ﹤0.01%
+4,006
New +$269K
XLV icon
1480
State Street Health Care Select Sector SPDR ETF
XLV
$41.9B
$321K ﹤0.01%
+2,074
New +$311K
ULS icon
1481
UL Solutions
ULS
$18.5B
$321K ﹤0.01%
4,068
+527
+15% +$42.3K
AMRZ
1482
Amrize Ltd
AMRZ
$27.1B
$321K ﹤0.01%
+5,930
New +$303K
AMBA icon
1483
Ambarella
AMBA
$3.77B
$321K ﹤0.01%
4,527
-10
-0.2% -$808
ERO icon
1484
Ero Copper
ERO
$2.81B
$320K ﹤0.01%
11,299
+657
+6% +$15.3K
BL icon
1485
BlackLine
BL
$1.84B
$320K ﹤0.01%
5,781
+954
+20% +$52.5K
CRGY icon
1486
Crescent Energy
CRGY
$3.79B
$319K ﹤0.01%
+38,022
New +$334K
FLG
1487
Flagstar Bank National Association
FLG
$5.93B
$319K ﹤0.01%
25,311
+2,120
+9% +$25.3K
SPYM
1488
State Street SPDR Portfolio S&P 500 ETF
SPYM
$161B
$319K ﹤0.01%
3,972
– –
TFSL icon
1489
TFS Financial
TFSL
$5.16B
$318K ﹤0.01%
23,804
-874
-4% -$12K
SSTK icon
1490
Shutterstock
SSTK
$198M
$318K ﹤0.01%
16,669
-3,139
-16% -$67.1K
APLD icon
1491
Applied Digital
APLD
$7.89B
$318K ﹤0.01%
12,966
+1,658
+15% +$47.8K
ABG icon
1492
Asbury Automotive
ABG
$4.31B
$318K ﹤0.01%
1,366
-262
-16% -$61.9K
NVTS icon
1493
Navitas Semiconductor
NVTS
$2.84B
$316K ﹤0.01%
44,230
-1,277
-3% -$12.3K
AMX icon
1494
America Movil
AMX
$76.1B
$315K ﹤0.01%
15,220
+2,996
+25% +$65.9K
KAI icon
1495
Kadant
KAI
$3.63B
$314K ﹤0.01%
1,102
-62
-5% -$17.6K
MARA icon
1496
Marathon Digital Holdings
MARA
$4.32B
$314K ﹤0.01%
34,947
+5,558
+19% +$82K
UUUU icon
1497
Energy Fuels
UUUU
$2.86B
$314K ﹤0.01%
21,569
+5,719
+36% +$97K
VLGEA icon
1498
Village Super Market
VLGEA
$651M
$313K ﹤0.01%
8,853
+267
+3% +$9.17K
OSIS icon
1499
OSI Systems
OSIS
$3.65B
$313K ﹤0.01%
1,227
-176
-13% -$46K
SOUN icon
1500
SoundHound AI
SOUN
$2.67B
$313K ﹤0.01%
31,358
+10,305
+49% +$148K
58 59
60
61 62

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.