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
+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
RHP icon
1501
Ryman Hospitality Properties
RHP
$8.43B
$313K ﹤0.01%
3,304
+708
+27% +$65.4K
AWR icon
1502
American States Water
AWR
$3.36B
$313K ﹤0.01%
4,313
-186
-4% -$13.7K
HOMB icon
1503
Home BancShares
HOMB
$6.23B
$312K ﹤0.01%
11,248
-851
-7% -$23.6K
PTGX icon
1504
Protagonist Therapeutics
PTGX
$8.79B
$312K ﹤0.01%
3,573
+275
+8% +$22.5K
ASND icon
1505
Ascendis Pharma A/S
ASND
$16B
$311K ﹤0.01%
1,458
+2
+0.1% +$413
MIDD icon
1506
Middleby
MIDD
$6.04B
$310K ﹤0.01%
2,087
-742
-26% -$97.4K
ETSY icon
1507
Etsy
ETSY
$7.75B
$310K ﹤0.01%
5,592
-397
-7% -$24.2K
HSIC icon
1508
Henry Schein
HSIC
$9.77B
$309K ﹤0.01%
4,090
+209
+5% +$14.7K
CVSA
1509
Covista Inc
CVSA
$4.25B
$309K ﹤0.01%
2,987
-651
-18% -$74.5K
WB icon
1510
Weibo
WB
$2B
$309K ﹤0.01%
30,207
+5,320
+21% +$57.1K
NOG icon
1511
Northern Oil and Gas
NOG
$2.3B
$308K ﹤0.01%
14,345
-5,857
-29% -$131K
TDC icon
1512
Teradata
TDC
$2.92B
$308K ﹤0.01%
+10,115
New +$265K
PTCT icon
1513
PTC Therapeutics
PTCT
$5.68B
$307K ﹤0.01%
4,048
+299
+8% +$21.7K
VIAV icon
1514
Viavi Solutions
VIAV
$9.12B
$307K ﹤0.01%
17,228
+3,266
+23% +$52.7K
BROS icon
1515
Dutch Bros
BROS
$9.03B
$307K ﹤0.01%
+5,013
New +$285K
ALHC icon
1516
Alignment Healthcare
ALHC
$3.08B
$306K ﹤0.01%
15,470
+1,586
+11% +$28.5K
WSBC icon
1517
WesBanco
WSBC
$3.97B
$305K ﹤0.01%
9,188
-81
-0.9% -$2.62K
SMPL icon
1518
Simply Good Foods
SMPL
$901M
$305K ﹤0.01%
+15,171
New +$316K
CVE icon
1519
Cenovus Energy
CVE
$55.7B
$304K ﹤0.01%
17,981
+422
+2% +$7.33K
WMK icon
1520
Weis Markets
WMK
$1.91B
$303K ﹤0.01%
4,721
+512
+12% +$34.2K
FRO icon
1521
Frontline
FRO
$8.76B
$302K ﹤0.01%
13,852
-865
-6% -$20.2K
IBOC icon
1522
International Bancshares
IBOC
$4.76B
$301K ﹤0.01%
4,534
+90
+2% +$6.09K
MPLX icon
1523
MPLX
MPLX
$59.3B
$300K ﹤0.01%
5,630
+1,061
+23% +$55.3K
KSS icon
1524
Kohl's
KSS
$2.17B
$299K ﹤0.01%
14,650
+1,999
+16% +$37.5K
INDI icon
1525
indie Semiconductor
INDI
$682M
$297K ﹤0.01%
84,110
-3,864
-4% -$16.9K
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 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.