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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
NPK icon
1576
National Presto Industries
NPK
$870M
$272K ﹤0.01%
+2,551
New +$267K
NTB icon
1577
Bank of N.T. Butterfield & Son
NTB
$2.43B
$271K ﹤0.01%
5,444
+95
+2% +$4.38K
MD icon
1578
Pediatrix Medical
MD
$2.18B
$271K ﹤0.01%
12,668
+691
+6% +$14.2K
SD icon
1579
SandRidge Energy
SD
$514M
$269K ﹤0.01%
18,660
+2,584
+16% +$34.2K
BRC icon
1580
Brady Corp
BRC
$4.44B
$269K ﹤0.01%
3,432
+195
+6% +$15.1K
PTNM
1581
DELISTED
Pitanium Ltd
PTNM
$269K ﹤0.01%
25,886
+410
+2% +$4.77K
MESO
1582
Mesoblast
MESO
$1.84B
$268K ﹤0.01%
14,829
+782
+6% +$13.5K
NRC icon
1583
NRC Health Common Stock
NRC
$432M
$268K ﹤0.01%
14,252
-2,158
-13% -$32.6K
SVM
1584
Silvercorp Metals
SVM
$2.07B
$267K ﹤0.01%
31,965
+2,441
+8% +$17.7K
HI
1585
DELISTED
Hillenbrand
HI
$266K ﹤0.01%
8,384
+41
+0.5% +$1.26K
THRM icon
1586
Gentherm
THRM
$1.25B
$266K ﹤0.01%
7,304
+216
+3% +$7.78K
LGND icon
1587
Ligand Pharmaceuticals
LGND
$5.76B
$263K ﹤0.01%
1,391
+55
+4% +$10.6K
WHR icon
1588
Whirlpool
WHR
$2.43B
$262K ﹤0.01%
3,628
-990
-21% -$73.1K
AUR icon
1589
Aurora
AUR
$12.6B
$261K ﹤0.01%
67,992
-19,034
-22% -$87.2K
SMG icon
1590
ScottsMiracle-Gro
SMG
$3.82B
$261K ﹤0.01%
4,465
-800
-15% -$44.9K
JBTM
1591
JBT Marel
JBTM
$7.21B
$260K ﹤0.01%
1,724
+76
+5% +$10.7K
POWI icon
1592
Power Integrations
POWI
$3.38B
$260K ﹤0.01%
7,302
-3,325
-31% -$126K
EFOR
1593
Everforth Inc
EFOR
$1.17B
$258K ﹤0.01%
5,353
+954
+22% +$44K
DEI icon
1594
Douglas Emmett
DEI
$1.98B
$258K ﹤0.01%
23,431
-10,355
-31% -$130K
AKR icon
1595
Acadia Realty Trust
AKR
$3.09B
$257K ﹤0.01%
12,533
+1,149
+10% +$22.9K
FINV
1596
FinVolution Group
FINV
$1.15B
$257K ﹤0.01%
49,210
+1,671
+4% +$9.81K
VECO icon
1597
Veeco
VECO
$3.05B
$257K ﹤0.01%
8,988
-358
-4% -$10.6K
ITOT icon
1598
iShares Core S&P Total US Stock Market ETF
ITOT
$94.3B
$257K ﹤0.01%
1,727
– –
LIVN icon
1599
LivaNova
LIVN
$4.4B
$257K ﹤0.01%
4,170
+119
+3% +$6.8K
ELPC icon
1600
Copel
ELPC
$8.71B
$255K ﹤0.01%
+26,860
New +$256K
62 63
64
65 66

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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.