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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
ALG icon
1701
Alamo Group
ALG
$2.03B
$203K ﹤0.01%
1,064
+27
+3% +$5.8K
KLIC icon
1702
Kulicke & Soffa
KLIC
$5B
$203K ﹤0.01%
+4,994
New +$185K
HOPE icon
1703
Hope Bancorp
HOPE
$1.82B
$202K ﹤0.01%
18,742
+74
+0.4% +$801
RXO icon
1704
RXO
RXO
$3.53B
$202K ﹤0.01%
13,109
+1,962
+18% +$31.6K
TGLS icon
1705
Tecnoglass Holdings Inc.
TGLS
$2.15B
$202K ﹤0.01%
3,013
+19
+0.6% +$1.4K
HIMX
1706
Himax Technologies
HIMX
$2.35B
$201K ﹤0.01%
22,814
+5,665
+33% +$48.6K
AMSC icon
1707
American Superconductor
AMSC
$1.62B
$201K ﹤0.01%
+3,385
New +$169K
CFLT
1708
DELISTED
Confluent
CFLT
$201K ﹤0.01%
10,136
-1,336
-12% -$27.9K
MD icon
1709
Pediatrix Medical
MD
$2.14B
$201K ﹤0.01%
11,977
+1,092
+10% +$16.4K
NUS icon
1710
Nu Skin
NUS
$252M
$200K ﹤0.01%
16,389
+643
+4% +$6.75K
MNRO icon
1711
Monro
MNRO
$411M
$199K ﹤0.01%
11,099
+951
+9% +$15.6K
PL icon
1712
Planet Labs
PL
$7.99B
$199K ﹤0.01%
15,352
-19,571
-56% -$151K
SIGA icon
1713
SIGA Technologies
SIGA
$224M
$199K ﹤0.01%
21,702
+270
+1% +$2.16K
FULT icon
1714
Fulton Financial
FULT
$4.74B
$196K ﹤0.01%
+10,537
New +$199K
SUZ icon
1715
Suzano
SUZ
$10.4B
$195K ﹤0.01%
20,711
-1,792
-8% -$17K
FOLD
1716
DELISTED
Amicus Therapeutics
FOLD
$195K ﹤0.01%
24,699
+6,812
+38% +$48.5K
KSS icon
1717
Kohl's
KSS
$2.25B
$194K ﹤0.01%
12,651
-192
-1% -$2.56K
AI icon
1718
C3.ai
AI
$1.54B
$193K ﹤0.01%
11,149
-924
-8% -$19.3K
AG icon
1719
First Majestic Silver
AG
$8.69B
$193K ﹤0.01%
15,714
+606
+4% +$5.62K
BGC icon
1720
BGC Group
BGC
$5.23B
$192K ﹤0.01%
20,327
-263
-1% -$2.63K
NTLA icon
1721
Intellia Therapeutics
NTLA
$1.54B
$190K ﹤0.01%
10,995
+718
+7% +$8.84K
MCHB
1722
Mechanics Bancorp
MCHB
$3.7B
$188K ﹤0.01%
14,115
-95
-0.7% -$1.26K
GNL icon
1723
Global Net Lease
GNL
$1.82B
$187K ﹤0.01%
23,022
-286
-1% -$2.18K
SVM
1724
Silvercorp Metals
SVM
$2.4B
$187K ﹤0.01%
29,524
+3,745
+15% +$18.3K
LBRT icon
1725
Liberty Energy
LBRT
$3.19B
$186K ﹤0.01%
15,088
+1,143
+8% +$13.2K
67 68
69
70 71

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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.