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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
SSL icon
1551
Sasol
SSL
$7.5B
$269K ﹤0.01%
43,208
+8,685
+25% +$50.8K
LBTYA icon
1552
Liberty Global Class A
LBTYA
$3.62B
$269K ﹤0.01%
23,441
-184
-0.8% -$2.02K
FLG
1553
Flagstar Bank National Association
FLG
$5.93B
$268K ﹤0.01%
23,191
-607
-3% -$7.22K
WEN icon
1554
Wendy's
WEN
$1.4B
$268K ﹤0.01%
29,238
+5,200
+22% +$53.4K
GFS icon
1555
GlobalFoundries
GFS
$27.4B
$267K ﹤0.01%
7,446
-8,654
-54% -$309K
TXG icon
1556
10x Genomics
TXG
$6B
$267K ﹤0.01%
22,819
+678
+3% +$8.84K
VRNA
1557
DELISTED
Verona Pharma
VRNA
$265K ﹤0.01%
2,484
+97
+4% +$10.1K
HHH icon
1558
Howard Hughes
HHH
$3.81B
$265K ﹤0.01%
+3,224
New +$239K
ACIW icon
1559
ACI Worldwide
ACIW
$5.83B
$265K ﹤0.01%
+5,014
New +$237K
CWT icon
1560
California Water Service
CWT
$3.1B
$264K ﹤0.01%
5,752
+757
+15% +$34.9K
WFG icon
1561
West Fraser Timber
WFG
$5.08B
$263K ﹤0.01%
3,874
+200
+5% +$14.6K
MATX icon
1562
Matsons
MATX
$6.13B
$263K ﹤0.01%
2,670
+339
+15% +$36.2K
CMPR icon
1563
Cimpress
CMPR
$2.39B
$261K ﹤0.01%
+4,137
New +$232K
FOX icon
1564
Fox Class B
FOX
$21.8B
$261K ﹤0.01%
4,548
+471
+12% +$24.9K
XLF icon
1565
State Street Financial Select Sector SPDR ETF
XLF
$57.6B
$260K ﹤0.01%
4,828
+879
+22% +$46.6K
SRAD icon
1566
Sportradar
SRAD
$4.3B
$260K ﹤0.01%
9,658
+489
+5% +$14.5K
BCE icon
1567
BCE
BCE
$20.2B
$260K ﹤0.01%
+11,102
New +$267K
APLD icon
1568
Applied Digital
APLD
$7.89B
$259K ﹤0.01%
11,308
+1,196
+12% +$17.7K
RUSHA icon
1569
Rush Enterprises Class A
RUSHA
$6.2B
$259K ﹤0.01%
4,830
+691
+17% +$38.5K
IMKTA icon
1570
Ingles Markets
IMKTA
$1.71B
$258K ﹤0.01%
+3,710
New +$247K
KVYO icon
1571
Klaviyo
KVYO
$5.34B
$258K ﹤0.01%
9,312
+469
+5% +$15.1K
HSIC icon
1572
Henry Schein
HSIC
$9.77B
$258K ﹤0.01%
3,881
-788
-17% -$54.5K
POWL icon
1573
Powell Industries
POWL
$7.6B
$258K ﹤0.01%
+2,535
New +$215K
OBE
1574
Obsidian Energy
OBE
$716M
$257K ﹤0.01%
39,368
+611
+2% +$3.63K
AMX icon
1575
America Movil
AMX
$76.1B
$257K ﹤0.01%
12,224
-1,476
-11% -$28.1K
61 62
63
64 65

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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
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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.