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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
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
TDG icon
151
TransDigm Group
TDG
$70.5B
$10.7M 0.1%
8,081
+1,273
+19% +$1.67M
AIG icon
152
American International
AIG
$41.7B
$10.7M 0.1%
125,399
-2,376
-2% -$190K
AZO icon
153
AutoZone
AZO
$49.3B
$10.7M 0.1%
3,151
+9
+0.3% +$34K
SNPS icon
154
Synopsys
SNPS
$73.6B
$10.7M 0.1%
22,751
-2,869
-11% -$1.27M
HWM icon
155
Howmet Aerospace
HWM
$113B
$10.7M 0.1%
52,042
-946
-2% -$188K
ELV icon
156
Elevance Health
ELV
$82.2B
$10.6M 0.1%
30,380
+750
+3% +$253K
STX icon
157
Seagate
STX
$195B
$10.6M 0.1%
38,577
+1,253
+3% +$325K
WMB icon
158
Williams Companies
WMB
$86.9B
$10.6M 0.1%
175,855
+5,763
+3% +$348K
WDC icon
159
Western Digital
WDC
$189B
$10.5M 0.1%
60,987
+2,228
+4% +$338K
FDX icon
160
FedEx
FDX
$73.2B
$10.4M 0.1%
36,079
+2,851
+9% +$749K
SHOP icon
161
Shopify
SHOP
$153B
$10.3M 0.1%
64,297
+4,998
+8% +$802K
PWR icon
162
Quanta Services
PWR
$99.9B
$10.3M 0.1%
24,485
+2,141
+10% +$941K
SHEL icon
163
Shell
SHEL
$253B
$10.3M 0.1%
140,220
+2,207
+2% +$163K
HSBC icon
164
HSBC
HSBC
$365B
$10.3M 0.1%
130,851
+6,016
+5% +$430K
TM icon
165
Toyota
TM
$223B
$10.2M 0.1%
47,760
+1,801
+4% +$365K
CI icon
166
Cigna
CI
$74.9B
$10.1M 0.1%
36,858
-860
-2% -$241K
ALL icon
167
Allstate
ALL
$68.6B
$9.91M 0.1%
47,622
+1,715
+4% +$351K
AMT icon
168
American Tower
AMT
$80B
$9.9M 0.1%
56,384
+1,174
+2% +$214K
AON icon
169
Aon
AON
$77.1B
$9.88M 0.1%
28,002
+437
+2% +$153K
CRH icon
170
CRH
CRH
$63.8B
$9.83M 0.1%
78,772
+5,774
+8% +$688K
CAH icon
171
Cardinal Health
CAH
$53.6B
$9.63M 0.09%
46,878
+2,560
+6% +$482K
MSI icon
172
Motorola Solutions
MSI
$72B
$9.54M 0.09%
24,903
-3,735
-13% -$1.5M
SPG icon
173
Simon Property Group
SPG
$75B
$9.44M 0.09%
51,014
+2,236
+5% +$406K
AEP icon
174
American Electric Power
AEP
$70.1B
$9.44M 0.09%
81,867
+67
+0.1% +$7.91K
URI icon
175
United Rentals
URI
$67.2B
$9.4M 0.09%
11,616
-302
-3% -$262K
5 6
7
8 9

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.