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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
RYTM icon
1601
Rhythm Pharmaceuticals
RYTM
$6.81B
$255K ﹤0.01%
2,379
+311
+15% +$33K
PRIM icon
1602
Primoris Services
PRIM
$4.58B
$254K ﹤0.01%
2,050
+273
+15% +$35.6K
LMAT icon
1603
LeMaitre Vascular
LMAT
$2.32B
$254K ﹤0.01%
3,137
+4
+0.1% +$344
CLSK icon
1604
CleanSpark
CLSK
$3.53B
$254K ﹤0.01%
25,133
+1,355
+6% +$20.3K
AMPY icon
1605
Amplify Energy
AMPY
$161M
$254K ﹤0.01%
55,565
-266
-0.5% -$1.32K
TX icon
1606
Ternium
TX
$9.67B
$253K ﹤0.01%
6,619
-157
-2% -$5.77K
IRWD icon
1607
Ironwood Pharmaceuticals
IRWD
$696M
$252K ﹤0.01%
74,839
+2,133
+3% +$5.54K
BZ icon
1608
Kanzhun
BZ
$7.27B
$252K ﹤0.01%
12,375
+2,661
+27% +$57.5K
AMLX icon
1609
Amylyx Pharmaceuticals
AMLX
$2.26B
$252K ﹤0.01%
20,840
-261
-1% -$3.54K
TALO icon
1610
Talos Energy
TALO
$2.53B
$252K ﹤0.01%
22,823
+398
+2% +$4.17K
ICUI icon
1611
ICU Medical
ICUI
$4.21B
$251K ﹤0.01%
+1,761
New +$236K
ACIW icon
1612
ACI Worldwide
ACIW
$5.83B
$250K ﹤0.01%
5,226
+212
+4% +$10.3K
RES icon
1613
RPC Inc
RES
$1.24B
$250K ﹤0.01%
45,926
+16,631
+57% +$86.4K
AGYS icon
1614
Agilysys
AGYS
$2.97B
$249K ﹤0.01%
+2,096
New +$252K
FFWM
1615
DELISTED
First Foundation Inc
FFWM
$249K ﹤0.01%
40,423
+21,668
+116% +$121K
MYRG icon
1616
MYR Group
MYRG
$5.19B
$249K ﹤0.01%
1,139
+85
+8% +$18.5K
PLUS icon
1617
ePlus
PLUS
$2.42B
$247K ﹤0.01%
+2,814
New +$232K
HMN icon
1618
Horace Mann Educators
HMN
$2.1B
$246K ﹤0.01%
5,324
+100
+2% +$4.53K
LION icon
1619
Lionsgate Studios
LION
$3.95B
$245K ﹤0.01%
26,794
+9,056
+51% +$64.4K
LCII icon
1620
LCI Industries
LCII
$2.49B
$245K ﹤0.01%
2,016
-195
-9% -$20.7K
CMBT
1621
CMB.TECH NV
CMBT
$4.69B
$245K ﹤0.01%
25,343
+2,181
+9% +$21.2K
BAP icon
1622
Credicorp
BAP
$31.8B
$244K ﹤0.01%
850
+11
+1% +$2.91K
AVNT icon
1623
Avient
AVNT
$3.33B
$244K ﹤0.01%
7,802
-3,216
-29% -$99.5K
IWM icon
1624
iShares Russell 2000 ETF
IWM
$79.8B
$244K ﹤0.01%
990
– –
JMIA
1625
Jumia Technologies
JMIA
$737M
$243K ﹤0.01%
19,473
+254
+1% +$2.94K
63 64
65
66 67

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ACA
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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
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.