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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
(+5%)
Cap. Flow
+$254M
Cap. Flow
% of AUM
2.48%
Top 10 Holdings %
Top 10 Hldgs %
34.45%
Holding
2,091
New
106
Increased
1,133
Reduced
706
Closed
116
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$19.5M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$18.2M |
| 3 |
NVIDIA
NVDA
|
+$14.3M |
| 4 |
Eli Lilly
LLY
|
+$13.8M |
| 5 |
JPMorgan Chase
JPM
|
+$9.55M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI ACWI ETF
ACWI
|
+$5M |
| 2 |
Linde
LIN
|
+$4.87M |
| 3 |
K
Kellanova
K
|
+$4.73M |
| 4 |
DuPont de Nemours
DD
|
+$3.94M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1701
AtriCure
ATRC
$1.97B
| $212K | ﹤0.01% |
+5,358
| New | +$196K |
|
1702
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.2B
| $211K | ﹤0.01% |
350
-130
| -27% | -$77.8K |
|
1703
NCR Atleos
NATL
$3.44B
| $210K | ﹤0.01% |
+5,518
| New | +$207K |
|
1704
Champion Homes
SKY
$4.44B
| $209K | ﹤0.01% |
+2,473
| New | +$195K |
|
1705
Acadia Pharmaceuticals
ACAD
$4.39B
| $209K | ﹤0.01% |
+7,812
| New | +$187K |
|
1706
Vitesse Energy
VTS
$647M
| $207K | ﹤0.01% |
10,769
+212
| +2% | +$4.53K |
|
|
MCHB
1707
Mechanics Bancorp
MCHB
$3.77B
| $207K | ﹤0.01% |
14,176
+61
| +0.4% | +$848 |
|
1708
Magnolia Oil & Gas
MGY
$5.96B
| $207K | ﹤0.01% |
9,463
-743
| -7% | -$16.9K |
|
1709
StoneCo
STNE
$2.76B
| $206K | ﹤0.01% |
13,927
+387
| +3% | +$6.47K |
|
1710
Cohen & Steers
CNS
$4.35B
| $206K | ﹤0.01% |
3,279
-605
| -16% | -$39.4K |
|
1711
Seacoast Banking Corp of Florida
SBCF
$3.38B
| $206K | ﹤0.01% |
+6,550
| New | +$204K |
|
1712
Organon & Co
OGN
$3.56B
| $205K | ﹤0.01% |
28,654
-60,958
| -68% | -$482K |
|
1713
Aurinia Pharmaceuticals
AUPH
$1.87B
| $205K | ﹤0.01% |
12,871
-1,021
| -7% | -$14.5K |
|
|
NEXN
1714
Nexxen International
NEXN
$573M
| $205K | ﹤0.01% |
31,377
+4,519
| +17% | +$33.6K |
|
1715
Ituran Location and Control
ITRN
$1.1B
| $205K | ﹤0.01% |
+4,759
| New | +$187K |
|
1716
F&G Annuities & Life
FG
$3.85B
| $204K | ﹤0.01% |
+6,608
| New | +$207K |
|
1717
Greenlight Captial
GLRE
$552M
| $204K | ﹤0.01% |
13,976
+2,531
| +22% | +$33.3K |
|
1718
Xenon Pharmaceuticals
XENE
$6.02B
| $203K | ﹤0.01% |
+4,533
| New | +$190K |
|
1719
Suzano
SUZ
$10.5B
| $202K | ﹤0.01% |
21,637
+926
| +4% | +$8.41K |
|
1720
Forestar Group
FOR
$1.47B
| $202K | ﹤0.01% |
8,190
-321
| -4% | -$8.19K |
|
1721
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.93B
| $200K | ﹤0.01% |
+6,375
| New | +$201K |
|
1722
MasterBrand
MBC
$1.14B
| $200K | ﹤0.01% |
18,149
+106
| +0.6% | +$1.24K |
|
|
GOOS
1723
Canada Goose Holdings
GOOS
$856M
| $200K | ﹤0.01% |
15,459
+49
| +0.3% | +$652 |
|
1724
Dole
DOLE
$1.36B
| $197K | ﹤0.01% |
+13,161
| New | +$183K |
|
1725
XP
XP
$8.8B
| $196K | ﹤0.01% |
11,983
-770
| -6% | -$13.6K |
|
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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.