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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
TR icon
1526
Tootsie Roll Industries
TR
$2.93B
$297K ﹤0.01%
8,343
-514
-6% -$19.5K
QURE icon
1527
uniQure
QURE
$3.03B
$296K ﹤0.01%
12,356
-83
-0.7% -$3.2K
UHAL.B icon
1528
U-Haul Holding Co Series N
UHAL.B
$12.2B
$296K ﹤0.01%
6,325
-1,021
-14% -$49.7K
AG icon
1529
First Majestic Silver
AG
$7.41B
$295K ﹤0.01%
17,728
+2,014
+13% +$28K
WIX icon
1530
WIX.com
WIX
$2.3B
$295K ﹤0.01%
2,839
-98
-3% -$11.8K
KN icon
1531
Knowles
KN
$3.13B
$295K ﹤0.01%
13,747
-1,002
-7% -$22.8K
FROG icon
1532
JFrog
FROG
$9.66B
$295K ﹤0.01%
+4,716
New +$268K
IMKTA icon
1533
Ingles Markets
IMKTA
$1.71B
$294K ﹤0.01%
4,290
+580
+16% +$42.2K
ANRO icon
1534
Alto Neuroscience
ANRO
$1.05B
$293K ﹤0.01%
16,485
-560
-3% -$7.05K
SSL icon
1535
Sasol
SSL
$7.5B
$293K ﹤0.01%
45,010
+1,802
+4% +$11.4K
NOK icon
1536
Nokia
NOK
$51B
$293K ﹤0.01%
45,261
-849
-2% -$5.26K
VONG icon
1537
Vanguard Russell 1000 Growth ETF
VONG
$43.7B
$292K ﹤0.01%
2,402
-1,224
-34% -$149K
BTG icon
1538
B2Gold
BTG
$5B
$292K ﹤0.01%
64,842
+2,066
+3% +$9.63K
TPH
1539
DELISTED
Tri Pointe Homes
TPH
$291K ﹤0.01%
9,243
-1,062
-10% -$34.5K
BETA
1540
Beta Technologies Inc
BETA
$4.37B
$290K ﹤0.01%
+10,293
New +$307K
CCC
1541
CCC Intelligent Solutions
CCC
$3.59B
$290K ﹤0.01%
36,457
-2,063
-5% -$16.8K
INTA icon
1542
Intapp
INTA
$2.52B
$289K ﹤0.01%
+6,313
New +$262K
WHD icon
1543
Cactus
WHD
$5.21B
$289K ﹤0.01%
6,324
+734
+13% +$30.7K
GSHD icon
1544
Goosehead Insurance
GSHD
$2.2B
$288K ﹤0.01%
3,917
+692
+21% +$49.3K
SITE icon
1545
SiteOne Landscape Supply
SITE
$4.12B
$288K ﹤0.01%
2,310
+42
+2% +$5.32K
ZG icon
1546
Zillow
ZG
$7.94B
$287K ﹤0.01%
4,201
+67
+2% +$4.71K
RBRK icon
1547
Rubrik
RBRK
$14.9B
$287K ﹤0.01%
3,747
+837
+29% +$64.2K
INDV icon
1548
Indivior Pharmaceuticals
INDV
$4.73B
$286K ﹤0.01%
+7,974
New +$243K
TGTX icon
1549
TG Therapeutics
TGTX
$7.96B
$286K ﹤0.01%
9,596
-210
-2% -$6.86K
FOX icon
1550
Fox Class B
FOX
$21.8B
$285K ﹤0.01%
4,397
-151
-3% -$8.81K
60 61
62
63 64

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.