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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
WSC icon
1651
WillScot Mobile Mini Holdings
WSC
$4.39B
$236K ﹤0.01%
12,526
+683
+6% +$13.8K
SRRK icon
1652
Scholar Rock
SRRK
$5.67B
$235K ﹤0.01%
+5,341
New +$200K
SNDR icon
1653
Schneider National
SNDR
$6.26B
$235K ﹤0.01%
8,862
-798
-8% -$18.8K
ATAT icon
1654
Atour Lifestyle Holdings
ATAT
$4.67B
$235K ﹤0.01%
+5,962
New +$234K
ALRM icon
1655
Alarm.com
ALRM
$2.71B
$235K ﹤0.01%
4,599
-2,206
-32% -$112K
UNF icon
1656
Unifirst Corp
UNF
$5.3B
$235K ﹤0.01%
1,216
-60
-5% -$10.1K
RLAY icon
1657
Relay Therapeutics
RLAY
$4.1B
$233K ﹤0.01%
27,587
-284
-1% -$2.03K
ARCC icon
1658
Ares Capital
ARCC
$13.5B
$233K ﹤0.01%
11,535
-95
-0.8% -$1.92K
TAL icon
1659
TAL Education Group
TAL
$6.93B
$233K ﹤0.01%
21,384
+3,158
+17% +$35.9K
ARIS
1660
Aris Mining
ARIS
$2.76B
$233K ﹤0.01%
14,334
+1,327
+10% +$16.3K
ABEV icon
1661
Ambev
ABEV
$48.1B
$233K ﹤0.01%
94,163
+18,963
+25% +$45.2K
VRNS icon
1662
Varonis Systems
VRNS
$4.59B
$232K ﹤0.01%
7,069
-1,792
-20% -$75.2K
BXMT icon
1663
Blackstone Mortgage Trust
BXMT
$2.45B
$232K ﹤0.01%
12,117
+682
+6% +$12.9K
ACLX
1664
DELISTED
Arcellx
ACLX
$230K ﹤0.01%
3,526
-279
-7% -$22.3K
TMP icon
1665
Tompkins Financial
TMP
$1.43B
$229K ﹤0.01%
3,163
-41
-1% -$2.81K
SLVM icon
1666
Sylvamo
SLVM
$1.49B
$229K ﹤0.01%
+4,760
New +$217K
VVX icon
1667
V2X
VVX
$2.83B
$229K ﹤0.01%
4,195
+83
+2% +$4.67K
GRBK icon
1668
Green Brick Partners
GRBK
$3.04B
$229K ﹤0.01%
3,651
-187
-5% -$12.3K
ORLA
1669
DELISTED
Orla Mining
ORLA
$227K ﹤0.01%
16,888
+1,746
+12% +$21.2K
DIN icon
1670
Dine Brands
DIN
$456M
$227K ﹤0.01%
+7,076
New +$206K
XLF icon
1671
State Street Financial Select Sector SPDR ETF
XLF
$56.7B
$227K ﹤0.01%
4,151
-677
-14% -$36.1K
AMR icon
1672
Alpha Metallurgical Resources
AMR
$1.74B
$227K ﹤0.01%
+1,134
New +$196K
DAN icon
1673
Dana Inc
DAN
$2.9B
$226K ﹤0.01%
+9,532
New +$202K
TDW icon
1674
Tidewater
TDW
$3.73B
$226K ﹤0.01%
4,474
-159
-3% -$8.4K
EBS icon
1675
Emergent Biosolutions
EBS
$373M
$226K ﹤0.01%
18,255
+348
+2% +$3.73K
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 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.