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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
PTGX icon
1651
Protagonist Therapeutics
PTGX
$8.79B
$219K ﹤0.01%
+3,298
New +$187K
MAT icon
1652
Mattel
MAT
$4.38B
$218K ﹤0.01%
12,978
-4,908
-27% -$89.5K
CMBT
1653
CMB.TECH NV
CMBT
$4.69B
$218K ﹤0.01%
+23,162
New +$212K
CX icon
1654
Cemex
CX
$17.1B
$218K ﹤0.01%
24,201
+1,268
+6% +$10.8K
RRR icon
1655
Red Rock Resorts
RRR
$3.77B
$217K ﹤0.01%
+3,555
New +$209K
MPAA icon
1656
Motorcar Parts of America
MPAA
$254M
$216K ﹤0.01%
13,070
-97
-0.7% -$1.32K
BRY
1657
DELISTED
Berry Corp
BRY
$215K ﹤0.01%
56,987
+435
+0.8% +$1.41K
ERO icon
1658
Ero Copper
ERO
$2.81B
$215K ﹤0.01%
10,642
-435
-4% -$6.63K
VG
1659
Venture Global Inc
VG
$33.2B
$215K ﹤0.01%
15,170
+2,677
+21% +$38.1K
CON
1660
Concentra Group Holdings
CON
$4.05B
$215K ﹤0.01%
+10,269
New +$219K
TALO icon
1661
Talos Energy
TALO
$2.53B
$215K ﹤0.01%
22,425
+1,781
+9% +$16K
MEOH icon
1662
Methanex
MEOH
$4.3B
$215K ﹤0.01%
+5,398
New +$192K
LEG icon
1663
Leggett & Platt
LEG
$1.34B
$214K ﹤0.01%
24,138
-1,074
-4% -$10.2K
OPRA
1664
Opera Ltd
OPRA
$1.69B
$214K ﹤0.01%
10,379
-2,273
-18% -$40.6K
PARR icon
1665
Par Pacific Holdings
PARR
$4.31B
$214K ﹤0.01%
+6,043
New +$197K
ABR icon
1666
Arbor Realty Trust
ABR
$964M
$214K ﹤0.01%
17,527
+1,130
+7% +$13.1K
EMA
1667
Emera Inc
EMA
$16.5B
$214K ﹤0.01%
+4,457
New +$209K
DGRO icon
1668
iShares Core Dividend Growth ETF
DGRO
$42.7B
$214K ﹤0.01%
3,140
– –
BNTX icon
1669
BioNTech
BNTX
$22.9B
$213K ﹤0.01%
+2,164
New +$231K
HCC icon
1670
Warrior Met Coal
HCC
$4.19B
$213K ﹤0.01%
+3,353
New +$192K
UNF icon
1671
Unifirst Corp
UNF
$5.3B
$213K ﹤0.01%
1,276
-24
-2% -$4.17K
AKRO
1672
DELISTED
Akero Therapeutics
AKRO
$213K ﹤0.01%
4,484
-170
-4% -$8.23K
UWMC icon
1673
UWM Holdings
UWMC
$617M
$213K ﹤0.01%
34,936
+15,876
+83% +$83.2K
GOOS
1674
Canada Goose Holdings
GOOS
$872M
$213K ﹤0.01%
15,410
+1,956
+15% +$25.4K
LIVN icon
1675
LivaNova
LIVN
$4.4B
$212K ﹤0.01%
+4,051
New +$204K
65 66
67
68 69

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.