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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
TEL icon
151
TE Connectivity
TEL
$59.6B
$10.5M 0.11%
47,834
+2,252
+5% +$451K
SPOT icon
152
Spotify
SPOT
$103B
$10.5M 0.11%
15,015
+257
+2% +$180K
FAST icon
153
Fastenal
FAST
$54.7B
$10.5M 0.11%
213,215
-5,241
-2% -$248K
HIG icon
154
Hartford Financial Services
HIG
$38.9B
$10.4M 0.11%
77,966
+4,583
+6% +$588K
HWM icon
155
Howmet Aerospace
HWM
$113B
$10.4M 0.11%
52,988
+1,170
+2% +$213K
AZN icon
156
AstraZeneca
AZN
$263B
$10.3M 0.11%
67,154
+5,389
+9% +$816K
NET icon
157
Cloudflare
NET
$99B
$10.2M 0.1%
47,447
+1,070
+2% +$218K
JCI icon
158
Johnson Controls International
JCI
$88.8B
$10M 0.1%
91,325
+2,764
+3% +$295K
AIG icon
159
American International
AIG
$41.7B
$10M 0.1%
127,775
-9,440
-7% -$754K
NEM icon
160
Newmont
NEM
$98.7B
$10M 0.1%
118,659
+6,207
+6% +$433K
HOOD icon
161
Robinhood
HOOD
$77.8B
$9.93M 0.1%
69,340
+10,731
+18% +$1.17M
SHEL icon
162
Shell
SHEL
$254B
$9.87M 0.1%
138,013
+7,704
+6% +$555K
ALL icon
163
Allstate
ALL
$68B
$9.86M 0.1%
45,907
+557
+1% +$112K
AON icon
164
Aon
AON
$76.5B
$9.83M 0.1%
27,565
+1,009
+4% +$365K
IDXX icon
165
Idexx Laboratories
IDXX
$44.1B
$9.7M 0.1%
15,184
+994
+7% +$603K
VST icon
166
Vistra
VST
$50B
$9.58M 0.1%
48,897
+969
+2% +$192K
ELV icon
167
Elevance Health
ELV
$81.5B
$9.58M 0.1%
29,630
-6,617
-18% -$2.06M
PWR icon
168
Quanta Services
PWR
$100B
$9.26M 0.09%
22,344
+741
+3% +$288K
AEP icon
169
American Electric Power
AEP
$69.6B
$9.2M 0.09%
81,800
+3,693
+5% +$404K
COIN icon
170
Coinbase
COIN
$38.5B
$9.2M 0.09%
27,245
+1,219
+5% +$413K
SPG icon
171
Simon Property Group
SPG
$74.4B
$9.15M 0.09%
48,778
+2,506
+5% +$433K
PLD icon
172
Prologis
PLD
$135B
$9.15M 0.09%
79,735
+9,497
+14% +$1.04M
SHW icon
173
Sherwin-Williams
SHW
$82.7B
$9.1M 0.09%
26,292
-536
-2% -$189K
LHX icon
174
L3Harris
LHX
$51.6B
$9.06M 0.09%
29,642
+2,307
+8% +$631K
MNST icon
175
Monster Beverage
MNST
$94.3B
$9.05M 0.09%
134,404
+2,282
+2% +$142K
5 6
7
8 9

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IIM
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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
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HRCM
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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.