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
+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
BL icon
1576
BlackLine
BL
$1.84B
$256K ﹤0.01%
4,827
+1,259
+35% +$68K
STNE icon
1577
StoneCo
STNE
$2.77B
$256K ﹤0.01%
13,540
+1,478
+12% +$23.5K
WWW icon
1578
Wolverine World Wide
WWW
$1.61B
$256K ﹤0.01%
+9,315
New +$245K
AXSM icon
1579
Axsome Therapeutics
AXSM
$11.2B
$255K ﹤0.01%
2,101
+134
+7% +$15.1K
CNS icon
1580
Cohen & Steers
CNS
$4.23B
$255K ﹤0.01%
3,884
-265
-6% -$19.4K
BRC icon
1581
Brady Corp
BRC
$4.44B
$253K ﹤0.01%
+3,237
New +$239K
ITOT icon
1582
iShares Core S&P Total US Stock Market ETF
ITOT
$94.3B
$252K ﹤0.01%
1,727
-602
-26% -$84.4K
ULS icon
1583
UL Solutions
ULS
$18.5B
$251K ﹤0.01%
3,541
+145
+4% +$9.88K
WSC icon
1584
WillScot Mobile Mini Holdings
WSC
$4.39B
$250K ﹤0.01%
11,843
+370
+3% +$9.53K
NEXN
1585
Nexxen International
NEXN
$573M
$248K ﹤0.01%
26,858
+1,628
+6% +$16.1K
UCB
1586
United Community Banks
UCB
$4.24B
$248K ﹤0.01%
+7,922
New +$251K
VTS icon
1587
Vitesse Energy
VTS
$651M
$247K ﹤0.01%
10,557
+35
+0.3% +$860
TDW icon
1588
Tidewater
TDW
$3.73B
$247K ﹤0.01%
4,633
+292
+7% +$16K
TCBI icon
1589
Texas Capital Bancshares
TCBI
$4.3B
$245K ﹤0.01%
2,902
+126
+5% +$10.8K
UEC icon
1590
Uranium Energy
UEC
$4.75B
$245K ﹤0.01%
18,363
+4,501
+32% +$45K
KOD icon
1591
Kodiak Sciences
KOD
$2.6B
$245K ﹤0.01%
14,955
-115
-0.8% -$991
PRIM icon
1592
Primoris Services
PRIM
$4.58B
$244K ﹤0.01%
+1,777
New +$191K
QFIN icon
1593
Qfin Holdings
QFIN
$1.69B
$244K ﹤0.01%
8,478
-1,823
-18% -$62K
MGY icon
1594
Magnolia Oil & Gas
MGY
$6.09B
$244K ﹤0.01%
10,206
+43
+0.4% +$1.02K
UUUU icon
1595
Energy Fuels
UUUU
$2.86B
$243K ﹤0.01%
15,850
+1,870
+13% +$19.9K
ALHC icon
1596
Alignment Healthcare
ALHC
$3.08B
$242K ﹤0.01%
+13,884
New +$206K
TMDX icon
1597
Transmedics
TMDX
$2.64B
$242K ﹤0.01%
2,155
+20
+0.9% +$2.34K
THRM icon
1598
Gentherm
THRM
$1.25B
$241K ﹤0.01%
+7,088
New +$240K
IYE icon
1599
iShares US Energy ETF
IYE
$1.74B
$241K ﹤0.01%
+5,071
New +$236K
GSHD icon
1600
Goosehead Insurance
GSHD
$2.2B
$240K ﹤0.01%
3,225
+836
+35% +$73.7K
62 63
64
65 66

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 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.