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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
FMC icon
1526
FMC
FMC
$1.3B
$288K ﹤0.01%
8,557
-2,122
-20% -$82.8K
RDNT icon
1527
RadNet
RDNT
$5.25B
$287K ﹤0.01%
+3,771
New +$245K
LIF
1528
Life360
LIF
$4.56B
$287K ﹤0.01%
+2,702
New +$228K
ARWR icon
1529
Arrowhead Research
ARWR
$12.1B
$287K ﹤0.01%
+8,325
New +$183K
AMLX icon
1530
Amylyx Pharmaceuticals
AMLX
$2.24B
$287K ﹤0.01%
21,101
-22
-0.1% -$207
MDY icon
1531
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.7B
$286K ﹤0.01%
480
-20
-4% -$11.7K
VECO icon
1532
Veeco
VECO
$3.11B
$284K ﹤0.01%
+9,346
New +$223K
ACHR icon
1533
Archer Aviation
ACHR
$3.69B
$284K ﹤0.01%
29,660
+5,785
+24% +$57.2K
QS icon
1534
QuantumScape Corp
QS
$3.28B
$284K ﹤0.01%
23,015
+3,551
+18% +$34.6K
GRBK icon
1535
Green Brick Partners
GRBK
$3.09B
$283K ﹤0.01%
3,838
+124
+3% +$8.47K
FIZZ icon
1536
National Beverage
FIZZ
$2.95B
$283K ﹤0.01%
7,658
-976
-11% -$42.2K
PBH icon
1537
Prestige Consumer Healthcare
PBH
$2.46B
$281K ﹤0.01%
4,503
+116
+3% +$8.07K
IDYA icon
1538
IDEAYA Biosciences
IDYA
$3.41B
$280K ﹤0.01%
10,303
+6
+0.1% +$145
CHH icon
1539
Choice Hotels
CHH
$4.93B
$278K ﹤0.01%
2,599
+241
+10% +$29.4K
PRGO icon
1540
Perrigo
PRGO
$1.48B
$278K ﹤0.01%
12,474
+367
+3% +$8.97K
LMAT icon
1541
LeMaitre Vascular
LMAT
$2.37B
$274K ﹤0.01%
3,133
+434
+16% +$38.8K
NOVT icon
1542
Novanta
NOVT
$5.28B
$274K ﹤0.01%
2,732
-911
-25% -$108K
PAGP icon
1543
Plains GP Holdings
PAGP
$5.15B
$274K ﹤0.01%
14,998
-9
-0.1% -$172
HCM icon
1544
HUTCHMED
HCM
$2.01B
$273K ﹤0.01%
17,363
+1,873
+12% +$30.8K
DOCN icon
1545
DigitalOcean
DOCN
$14.9B
$273K ﹤0.01%
7,978
+674
+9% +$21.4K
COMP icon
1546
Compass
COMP
$8.78B
$273K ﹤0.01%
33,937
+4,852
+17% +$39.3K
BCC icon
1547
Boise Cascade
BCC
$2.92B
$272K ﹤0.01%
3,515
-420
-11% -$36K
KTB icon
1548
Kontoor Brands
KTB
$4.68B
$272K ﹤0.01%
3,409
-200
-6% -$14.3K
ENIC icon
1549
Enel Chile
ENIC
$6.24B
$272K ﹤0.01%
69,877
-7,877
-10% -$27.6K
MMSI icon
1550
Merit Medical Systems
MMSI
$5.11B
$270K ﹤0.01%
3,246
+5
+0.2% +$435
60 61
62
63 64

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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.