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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
TMP icon
1676
Tompkins Financial
TMP
$1.43B
$212K ﹤0.01%
+3,204
New +$215K
CVCO icon
1677
Cavco Industries
CVCO
$4.22B
$212K ﹤0.01%
+365
New +$178K
NHC icon
1678
National Healthcare
NHC
$3.53B
$212K ﹤0.01%
+1,741
New +$188K
LKFT
1679
Lakefront Biotherapeutics American Depositary Shares
LKFT
$1.78B
$212K ﹤0.01%
+6,106
New +$195K
BXMT icon
1680
Blackstone Mortgage Trust
BXMT
$2.45B
$211K ﹤0.01%
11,435
+373
+3% +$7.2K
NRC icon
1681
NRC Health Common Stock
NRC
$432M
$210K ﹤0.01%
16,410
-10,022
-38% -$150K
MRTN icon
1682
Marten Transport
MRTN
$1.21B
$209K ﹤0.01%
19,592
+4,485
+30% +$54.5K
RYTM icon
1683
Rhythm Pharmaceuticals
RYTM
$6.81B
$209K ﹤0.01%
+2,068
New +$192K
EFOR
1684
Everforth Inc
EFOR
$1.17B
$208K ﹤0.01%
4,399
+263
+6% +$13.4K
AEO icon
1685
American Eagle Outfitters
AEO
$2.88B
$208K ﹤0.01%
12,170
+322
+3% +$4.41K
ACWX icon
1686
iShares MSCI ACWI ex US ETF
ACWX
$11.5B
$208K ﹤0.01%
3,199
-249
-7% -$15.6K
SHAK icon
1687
Shake Shack
SHAK
$2.53B
$208K ﹤0.01%
2,220
+28
+1% +$3.22K
JJSF icon
1688
J&J Snack Foods
JJSF
$1.43B
$208K ﹤0.01%
+2,161
New +$240K
MRUS
1689
DELISTED
Merus
MRUS
$207K ﹤0.01%
+2,201
New +$143K
SAFE
1690
Safehold
SAFE
$1.16B
$207K ﹤0.01%
13,347
+1,241
+10% +$19.2K
AMPX icon
1691
Amprius Technologies
AMPX
$1.36B
$207K ﹤0.01%
19,638
+504
+3% +$3.96K
LCII icon
1692
LCI Industries
LCII
$2.49B
$206K ﹤0.01%
+2,211
New +$221K
CALX icon
1693
Calix
CALX
$2.26B
$205K ﹤0.01%
+3,344
New +$193K
SNDR icon
1694
Schneider National
SNDR
$6.26B
$204K ﹤0.01%
9,660
+258
+3% +$6.31K
TAL icon
1695
TAL Education Group
TAL
$6.93B
$204K ﹤0.01%
18,226
-3,166
-15% -$34.1K
PDFS icon
1696
PDF Solutions
PDFS
$1.93B
$204K ﹤0.01%
+7,897
New +$172K
ILPT
1697
Industrial Logistics Properties Trust
ILPT
$575M
$204K ﹤0.01%
34,961
+194
+0.6% +$1.12K
ENR icon
1698
Energizer
ENR
$1.44B
$204K ﹤0.01%
+8,185
New +$214K
SBH icon
1699
Sally Beauty Holdings
SBH
$1.43B
$204K ﹤0.01%
12,508
+482
+4% +$6.06K
AAT
1700
American Assets Trust
AAT
$1.45B
$203K ﹤0.01%
10,005
-408
-4% -$8.23K
66 67
68
69 70

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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 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.