We are live on ! Find out more
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
BNT
1676
Brookfield Wealth Solutions
BNT
$11.8B
$225K ﹤0.01%
+4,903
New +$223K
INSP icon
1677
Inspire Medical Systems
INSP
$1.45B
$225K ﹤0.01%
+2,441
New +$234K
HCM icon
1678
HUTCHMED
HCM
$1.93B
$225K ﹤0.01%
16,886
-477
-3% -$6.97K
RRR icon
1679
Red Rock Resorts
RRR
$3.77B
$225K ﹤0.01%
3,626
+71
+2% +$4.15K
MNRO icon
1680
Monro
MNRO
$383M
$224K ﹤0.01%
11,202
+103
+0.9% +$1.9K
PARR icon
1681
Par Pacific Holdings
PARR
$4.31B
$224K ﹤0.01%
6,364
+321
+5% +$12.8K
VVV icon
1682
Valvoline
VVV
$4.9B
$224K ﹤0.01%
7,693
-1,942
-20% -$62.4K
EBC icon
1683
Eastern Bankshares
EBC
$5.26B
$223K ﹤0.01%
12,108
-678
-5% -$12.4K
MGRC icon
1684
McGrath RentCorp
MGRC
$2.81B
$222K ﹤0.01%
2,117
+243
+13% +$26.3K
RPRX icon
1685
Royalty Pharma
RPRX
$25.9B
$221K ﹤0.01%
+5,728
New +$218K
RUSHA icon
1686
Rush Enterprises Class A
RUSHA
$6.2B
$220K ﹤0.01%
4,081
-749
-16% -$38.9K
PDFS icon
1687
PDF Solutions
PDFS
$1.93B
$219K ﹤0.01%
7,672
-225
-3% -$6.23K
MEOH icon
1688
Methanex
MEOH
$4.3B
$219K ﹤0.01%
5,505
+107
+2% +$3.98K
TROX icon
1689
Tronox
TROX
$932M
$218K ﹤0.01%
52,378
+29,380
+128% +$112K
SN icon
1690
SharkNinja
SN
$22.9B
$218K ﹤0.01%
+1,949
New +$192K
LMND icon
1691
Lemonade
LMND
$3.74B
$218K ﹤0.01%
+3,057
New +$205K
DOO
1692
Bombardier Recreational Products
DOO
$4.54B
$218K ﹤0.01%
+3,075
New +$209K
UCB
1693
United Community Banks
UCB
$4.24B
$217K ﹤0.01%
6,954
-968
-12% -$29.9K
KTB icon
1694
Kontoor Brands
KTB
$4.63B
$217K ﹤0.01%
3,550
+141
+4% +$10.5K
OSCV icon
1695
Opus Small Cap Value ETF
OSCV
$708M
$215K ﹤0.01%
5,806
– –
ACWX icon
1696
iShares MSCI ACWI ex US ETF
ACWX
$11.5B
$215K ﹤0.01%
3,199
– –
PBH icon
1697
Prestige Consumer Healthcare
PBH
$2.38B
$213K ﹤0.01%
3,452
-1,051
-23% -$64.3K
CAKE icon
1698
Cheesecake Factory
CAKE
$5.04B
$212K ﹤0.01%
4,207
+179
+4% +$8.98K
MIR icon
1699
Mirion Technologies
MIR
$3.73B
$212K ﹤0.01%
+9,059
New +$226K
PXF icon
1700
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.89B
$212K ﹤0.01%
+3,236
New +$205K
66 67
68
69 70

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.