We are live on ! Find out more
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
WMG icon
1501
Warner Music
WMG
$13.5B
$303K ﹤0.01%
8,884
+1,177
+15% +$37.5K
WMK icon
1502
Weis Markets
WMK
$1.91B
$303K ﹤0.01%
4,209
-169
-4% -$12.3K
SMG icon
1503
ScottsMiracle-Gro
SMG
$3.82B
$300K ﹤0.01%
5,265
+445
+9% +$28.1K
HUT
1504
Hut 8
HUT
$12.1B
$300K ﹤0.01%
+8,604
New +$219K
CVE icon
1505
Cenovus Energy
CVE
$55.7B
$298K ﹤0.01%
17,559
-320
-2% -$5K
ASH icon
1506
Ashland
ASH
$3.33B
$298K ﹤0.01%
6,224
-1,906
-23% -$100K
URBN icon
1507
Urban Outfitters
URBN
$6.35B
$298K ﹤0.01%
4,172
-68
-2% -$5K
WSFS icon
1508
WSFS Financial
WSFS
$4.12B
$297K ﹤0.01%
5,500
+1,031
+23% +$58.2K
CUBI icon
1509
Customers Bancorp
CUBI
$2.66B
$297K ﹤0.01%
4,547
+75
+2% +$4.93K
IPX
1510
IperionX
IPX
$751M
$297K ﹤0.01%
+6,022
New +$244K
QBTS icon
1511
D-Wave Quantum Inc. Common Stock
QBTS
$6.7B
$296K ﹤0.01%
+11,997
New +$219K
WSBC icon
1512
WesBanco
WSBC
$3.97B
$296K ﹤0.01%
9,269
+1,133
+14% +$36.1K
QXO
1513
QXO Inc
QXO
$13.8B
$295K ﹤0.01%
15,492
+2,688
+21% +$55.7K
GTES icon
1514
Gates Industrial Corporation Ltd.
GTES
$7.08B
$293K ﹤0.01%
11,822
+1,573
+15% +$39.1K
AMPH icon
1515
Amphastar Pharmaceuticals
AMPH
$879M
$293K ﹤0.01%
11,004
-1,620
-13% -$41.8K
AMPY icon
1516
Amplify Energy
AMPY
$161M
$293K ﹤0.01%
55,831
-1,685
-3% -$6.63K
EDU icon
1517
New Oriental
EDU
$9.37B
$292K ﹤0.01%
5,505
-376
-6% -$18.6K
SITE icon
1518
SiteOne Landscape Supply
SITE
$4.12B
$292K ﹤0.01%
2,268
– –
PHI icon
1519
PLDT
PHI
$4.25B
$292K ﹤0.01%
15,605
-9,658
-38% -$207K
DAC icon
1520
Danaos Corp
DAC
$2.58B
$291K ﹤0.01%
3,237
+659
+26% +$60.7K
ASND icon
1521
Ascendis Pharma A/S
ASND
$16B
$289K ﹤0.01%
1,456
+130
+10% +$24.2K
SHC icon
1522
Sotera Health
SHC
$5.09B
$289K ﹤0.01%
18,387
+509
+3% +$7.15K
CAVA icon
1523
CAVA Group
CAVA
$7.6B
$289K ﹤0.01%
4,787
+774
+19% +$58.6K
HUBG icon
1524
HUB Group
HUBG
$2.85B
$289K ﹤0.01%
8,396
+2,078
+33% +$74.2K
IUSV icon
1525
iShares Core S&P US Value ETF
IUSV
$27.2B
$288K ﹤0.01%
2,886
– –
59 60
61
62 63

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 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.