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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
DK icon
1601
Delek US
DK
$4.16B
$240K ﹤0.01%
+7,433
New +$194K
IWM icon
1602
iShares Russell 2000 ETF
IWM
$79.8B
$240K ﹤0.01%
990
-1,248
-56% -$286K
XP icon
1603
XP
XP
$8.81B
$240K ﹤0.01%
12,753
-117
-0.9% -$2.1K
LEGN icon
1604
Legend Biotech
LEGN
$3.59B
$240K ﹤0.01%
7,345
+1,177
+19% +$43.5K
RBRK icon
1605
Rubrik
RBRK
$14.9B
$239K ﹤0.01%
2,910
+341
+13% +$29.3K
VVX icon
1606
V2X
VVX
$2.83B
$239K ﹤0.01%
+4,112
New +$220K
PDS
1607
Precision Drilling
PDS
$999M
$239K ﹤0.01%
+4,241
New +$232K
PCH
1608
DELISTED
PotlatchDeltic
PCH
$238K ﹤0.01%
+5,840
New +$242K
MBC icon
1609
MasterBrand
MBC
$1.06B
$238K ﹤0.01%
18,043
-203
-1% -$2.51K
VTLE
1610
DELISTED
Vital Energy
VTLE
$237K ﹤0.01%
14,054
+2,818
+25% +$47.6K
ARCC icon
1611
Ares Capital
ARCC
$13.5B
$237K ﹤0.01%
11,630
+1,446
+14% +$32.1K
LGND icon
1612
Ligand Pharmaceuticals
LGND
$5.76B
$237K ﹤0.01%
+1,336
New +$199K
HMN icon
1613
Horace Mann Educators
HMN
$2.1B
$236K ﹤0.01%
5,224
+166
+3% +$7.3K
TX icon
1614
Ternium
TX
$9.67B
$235K ﹤0.01%
+6,776
New +$222K
AVPT icon
1615
AvePoint
AVPT
$2.76B
$235K ﹤0.01%
15,648
+466
+3% +$7.83K
GT icon
1616
Goodyear
GT
$2B
$235K ﹤0.01%
31,389
-15,051
-32% -$141K
VONV icon
1617
Vanguard Russell 1000 Value ETF
VONV
$20.7B
$234K ﹤0.01%
2,619
-539
-17% -$47.1K
BANF icon
1618
BancFirst
BANF
$3.79B
$234K ﹤0.01%
1,847
+50
+3% +$6.46K
EOSE icon
1619
Eos Energy Enterprises
EOSE
$1.22B
$233K ﹤0.01%
20,464
-1,085
-5% -$7.42K
RHP icon
1620
Ryman Hospitality Properties
RHP
$8.43B
$233K ﹤0.01%
2,596
+31
+1% +$3.03K
SNEX icon
1621
StoneX
SNEX
$9.26B
$233K ﹤0.01%
+5,175
New +$220K
SQM icon
1622
Sociedad Química y Minera de Chile
SQM
$19.2B
$232K ﹤0.01%
+5,400
New +$225K
EBC icon
1623
Eastern Bankshares
EBC
$5.26B
$232K ﹤0.01%
+12,786
New +$211K
JBTM
1624
JBT Marel
JBTM
$7.21B
$231K ﹤0.01%
+1,648
New +$225K
VV icon
1625
Vanguard Morningstar Large-Cap ETF
VV
$52.4B
$231K ﹤0.01%
+748
New +$221K
63 64
65
66 67

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.