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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
EEFT icon
1626
Euronet Worldwide
EEFT
$2.72B
$230K ﹤0.01%
2,621
+94
+4% +$9.01K
PTCT icon
1627
PTC Therapeutics
PTCT
$5.68B
$230K ﹤0.01%
+3,749
New +$195K
FIVN icon
1628
FIVE9
FIVN
$2.11B
$230K ﹤0.01%
+9,499
New +$251K
NTB icon
1629
Bank of N.T. Butterfield & Son
NTB
$2.43B
$230K ﹤0.01%
5,349
+547
+11% +$24.7K
AKR icon
1630
Acadia Realty Trust
AKR
$3.09B
$229K ﹤0.01%
11,384
-610
-5% -$11.8K
MPLX icon
1631
MPLX
MPLX
$59.3B
$228K ﹤0.01%
+4,569
New +$232K
BZ icon
1632
Kanzhun
BZ
$7.27B
$227K ﹤0.01%
+9,714
New +$208K
VOOG icon
1633
Vanguard S&P 500 Growth ETF
VOOG
$25.9B
$226K ﹤0.01%
3,120
– –
FOR icon
1634
Forestar Group
FOR
$1.44B
$226K ﹤0.01%
+8,511
New +$218K
MESO
1635
Mesoblast
MESO
$1.84B
$226K ﹤0.01%
14,047
+716
+5% +$10.5K
DMC
1636
Del Monte Corp
DMC
$1.41B
$226K ﹤0.01%
+6,503
New +$230K
HI
1637
DELISTED
Hillenbrand
HI
$226K ﹤0.01%
+8,343
New +$196K
BAP icon
1638
Credicorp
BAP
$31.8B
$223K ﹤0.01%
+839
New +$208K
JMIA
1639
Jumia Technologies
JMIA
$737M
$223K ﹤0.01%
19,219
+2,199
+13% +$16.1K
ELP
1640
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
$223K ﹤0.01%
22,768
-882
-4% -$7.93K
NKTR icon
1641
Nektar Therapeutics
NKTR
$2.39B
$223K ﹤0.01%
+3,911
New +$129K
FTRE icon
1642
Fortrea Holdings
FTRE
$1.82B
$222K ﹤0.01%
26,388
+756
+3% +$5.79K
FRPT icon
1643
Freshpet
FRPT
$2.93B
$222K ﹤0.01%
4,031
+619
+18% +$38.3K
OSCV icon
1644
Opus Small Cap Value ETF
OSCV
$708M
$222K ﹤0.01%
5,806
– –
NOK icon
1645
Nokia
NOK
$51B
$222K ﹤0.01%
46,110
-3,274
-7% -$14.8K
WHD icon
1646
Cactus
WHD
$5.21B
$221K ﹤0.01%
5,590
-539
-9% -$22.7K
CAKE icon
1647
Cheesecake Factory
CAKE
$5.04B
$220K ﹤0.01%
4,028
+103
+3% +$6.31K
ATHM icon
1648
Autohome
ATHM
$2.67B
$220K ﹤0.01%
+7,700
New +$218K
MGRC icon
1649
McGrath RentCorp
MGRC
$2.81B
$220K ﹤0.01%
1,874
+141
+8% +$17K
MYRG icon
1650
MYR Group
MYRG
$5.19B
$219K ﹤0.01%
1,054
-111
-10% -$20.7K
64 65
66
67 68

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.