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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
CCS icon
1551
Century Communities
CCS
$1.91B
$285K ﹤0.01%
4,795
-122
-2% -$7.42K
UE icon
1552
Urban Edge Properties
UE
$2.86B
$284K ﹤0.01%
14,810
-56
-0.4% -$1.09K
TMDX icon
1553
Transmedics
TMDX
$2.64B
$284K ﹤0.01%
2,336
+181
+8% +$22.7K
TCBI icon
1554
Texas Capital Bancshares
TCBI
$4.3B
$284K ﹤0.01%
3,137
+235
+8% +$20.6K
KYMR icon
1555
Kymera Therapeutics
KYMR
$8.51B
$284K ﹤0.01%
+3,646
New +$246K
VV icon
1556
Vanguard Morningstar Large-Cap ETF
VV
$52.4B
$283K ﹤0.01%
898
+150
+20% +$46.8K
SAM icon
1557
Boston Beer
SAM
$1.91B
$281K ﹤0.01%
1,440
-832
-37% -$172K
AMPH icon
1558
Amphastar Pharmaceuticals
AMPH
$879M
$280K ﹤0.01%
10,462
-542
-5% -$14K
LEG icon
1559
Leggett & Platt
LEG
$1.34B
$280K ﹤0.01%
25,456
+1,318
+5% +$13K
PAGP icon
1560
Plains GP Holdings
PAGP
$5.21B
$280K ﹤0.01%
14,629
-369
-2% -$6.65K
MWA icon
1561
Mueller Water Products
MWA
$3.95B
$280K ﹤0.01%
11,747
-1,532
-12% -$38K
CMPR icon
1562
Cimpress
CMPR
$2.39B
$280K ﹤0.01%
4,201
+64
+2% +$4.34K
DGRO icon
1563
iShares Core Dividend Growth ETF
DGRO
$42.7B
$279K ﹤0.01%
4,022
+882
+28% +$60.6K
TU icon
1564
Telus
TU
$14.9B
$278K ﹤0.01%
21,134
-19,130
-48% -$269K
POWL icon
1565
Powell Industries
POWL
$7.6B
$278K ﹤0.01%
2,619
+84
+3% +$9.43K
MGIC
1566
DELISTED
Magic Software Enterprises
MGIC
$278K ﹤0.01%
+10,781
New +$248K
CXT icon
1567
Crane NXT
CXT
$2.99B
$277K ﹤0.01%
5,885
-123
-2% -$7.27K
ENIC icon
1568
Enel Chile
ENIC
$6.14B
$276K ﹤0.01%
68,714
-1,163
-2% -$4.48K
ASO icon
1569
Academy Sports + Outdoors
ASO
$2.94B
$276K ﹤0.01%
5,525
-585
-10% -$29K
IPX
1570
IperionX
IPX
$751M
$276K ﹤0.01%
7,621
+1,599
+27% +$65.4K
DAC icon
1571
Danaos Corp
DAC
$2.58B
$275K ﹤0.01%
2,925
-312
-10% -$28.7K
TFPM icon
1572
Triple Flag Precious Metals
TFPM
$5.94B
$274K ﹤0.01%
+8,254
New +$258K
RDNT icon
1573
RadNet
RDNT
$5.02B
$274K ﹤0.01%
3,841
+70
+2% +$5.41K
WEN icon
1574
Wendy's
WEN
$1.4B
$274K ﹤0.01%
32,860
+3,622
+12% +$31.3K
BOH icon
1575
Bank of Hawaii
BOH
$3.15B
$273K ﹤0.01%
+3,994
New +$263K
61 62
63
64 65

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.