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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
LGIH icon
1626
LGI Homes
LGIH
$1.27B
$243K ﹤0.01%
5,658
-398
-7% -$18.7K
CRCL
1627
Circle Internet Group
CRCL
$15.6B
$243K ﹤0.01%
+3,060
New +$316K
LTM
1628
LATAM Airlines Group S.A.
LTM
$15.1B
$242K ﹤0.01%
+4,482
New +$212K
FULT icon
1629
Fulton Financial
FULT
$4.66B
$242K ﹤0.01%
12,517
+1,980
+19% +$36.4K
KMT icon
1630
Kennametal
KMT
$2.59B
$242K ﹤0.01%
+8,511
New +$217K
CVCO icon
1631
Cavco Industries
CVCO
$4.22B
$242K ﹤0.01%
409
+44
+12% +$24.9K
DK icon
1632
Delek US
DK
$4.16B
$242K ﹤0.01%
8,143
+710
+10% +$25.4K
HHH icon
1633
Howard Hughes
HHH
$3.81B
$241K ﹤0.01%
3,025
-199
-6% -$16.5K
DMC
1634
Del Monte Corp
DMC
$1.41B
$241K ﹤0.01%
6,771
+268
+4% +$9.56K
HNI icon
1635
HNI Corp
HNI
$3.24B
$241K ﹤0.01%
+5,736
New +$242K
AXTI icon
1636
AXT Inc
AXTI
$3.95B
$241K ﹤0.01%
14,735
+102
+0.7% +$985
EOSE icon
1637
Eos Energy Enterprises
EOSE
$1.22B
$241K ﹤0.01%
20,998
+534
+3% +$7.67K
UEC icon
1638
Uranium Energy
UEC
$4.75B
$240K ﹤0.01%
20,532
+2,169
+12% +$28.5K
NOA
1639
North American Construction
NOA
$369M
$239K ﹤0.01%
16,660
+3,585
+27% +$51K
KLIC icon
1640
Kulicke & Soffa
KLIC
$4.67B
$239K ﹤0.01%
5,253
+259
+5% +$10.9K
NHC icon
1641
National Healthcare
NHC
$3.53B
$239K ﹤0.01%
1,743
+2
+0.1% +$258
AGX icon
1642
Argan
AGX
$8B
$239K ﹤0.01%
+762
New +$242K
WMG icon
1643
Warner Music
WMG
$13.5B
$239K ﹤0.01%
7,781
-1,103
-12% -$33.7K
GTES icon
1644
Gates Industrial Corporation Ltd.
GTES
$7.08B
$239K ﹤0.01%
11,114
-708
-6% -$16.3K
GFS icon
1645
GlobalFoundries
GFS
$27.4B
$238K ﹤0.01%
6,829
-617
-8% -$21.9K
HUN icon
1646
Huntsman Corp
HUN
$1.71B
$237K ﹤0.01%
23,737
+4,290
+22% +$39.3K
EPC icon
1647
Edgewell Personal Care
EPC
$1.25B
$237K ﹤0.01%
+13,918
New +$257K
FRSH icon
1648
Freshworks
FRSH
$3.14B
$237K ﹤0.01%
19,341
+8,151
+73% +$96.3K
NSIT icon
1649
Insight Enterprises
NSIT
$3.89B
$237K ﹤0.01%
2,904
-1,620
-36% -$152K
LBTYA icon
1650
Liberty Global Class A
LBTYA
$3.62B
$236K ﹤0.01%
21,187
-2,254
-10% -$24.9K
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 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.