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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
NOA
1726
North American Construction
NOA
$369M
$186K ﹤0.01%
13,075
-3,720
-22% -$54.2K
DNLI icon
1727
Denali Therapeutics
DNLI
$3.65B
$182K ﹤0.01%
12,526
-2,803
-18% -$40.3K
SD icon
1728
SandRidge Energy
SD
$514M
$181K ﹤0.01%
16,076
+3,123
+24% +$34.5K
BWLP icon
1729
BW LPG
BWLP
$3.42B
$181K ﹤0.01%
12,682
+676
+6% +$9.79K
VIAV icon
1730
Viavi Solutions
VIAV
$9.12B
$177K ﹤0.01%
13,962
+96
+0.7% +$1.06K
RMR icon
1731
The RMR Group
RMR
$325M
$177K ﹤0.01%
11,252
+1,212
+12% +$20.3K
TLX
1732
Telix Pharmaceuticals
TLX
$3.35B
$176K ﹤0.01%
18,378
-97
-0.5% -$1.19K
GENI icon
1733
Genius Sports
GENI
$1.85B
$175K ﹤0.01%
14,131
+1,177
+9% +$14.1K
HUN icon
1734
Huntsman Corp
HUN
$1.71B
$175K ﹤0.01%
19,447
-367
-2% -$3.86K
ANGI icon
1735
Angi Inc
ANGI
$229M
$174K ﹤0.01%
10,595
-761
-7% -$13K
MOMO
1736
Hello Group
MOMO
$885M
$173K ﹤0.01%
23,310
+935
+4% +$7.64K
CIO
1737
DELISTED
City Office REIT
CIO
$173K ﹤0.01%
24,803
– –
ALEC icon
1738
Alector
ALEC
$168M
$173K ﹤0.01%
58,320
+6,225
+12% +$13.7K
MATV icon
1739
Mativ Holdings
MATV
$481M
$171K ﹤0.01%
15,129
+510
+3% +$5.05K
WT icon
1740
WisdomTree
WT
$2.96B
$170K ﹤0.01%
12,220
+1,068
+10% +$14.3K
TNGX icon
1741
Tango Therapeutics
TNGX
$4.43B
$170K ﹤0.01%
20,213
-156
-0.8% -$1.06K
ABEV icon
1742
Ambev
ABEV
$48.1B
$168K ﹤0.01%
75,200
-38,092
-34% -$87.1K
WTI icon
1743
W&T Offshore
WTI
$534M
$167K ﹤0.01%
91,506
-5,937
-6% -$10.5K
EC icon
1744
Ecopetrol
EC
$34.5B
$166K ﹤0.01%
18,077
-551
-3% -$4.94K
HBI
1745
DELISTED
Hanesbrands
HBI
$166K ﹤0.01%
25,235
+3,455
+16% +$19.1K
DCH
1746
Dauch Corp
DCH
$1.34B
$164K ﹤0.01%
27,285
-2,015
-7% -$10.8K
ORLA
1747
DELISTED
Orla Mining
ORLA
$164K ﹤0.01%
15,142
+371
+3% +$3.97K
DV icon
1748
DoubleVerify
DV
$1.73B
$162K ﹤0.01%
13,561
+1,403
+12% +$20.8K
VSH icon
1749
Vishay Intertechnology
VSH
$5.25B
$162K ﹤0.01%
10,572
-117
-1% -$1.85K
CLB icon
1750
Core Laboratories
CLB
$488M
$162K ﹤0.01%
13,072
+388
+3% +$4.55K
68 69
70
71 72

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ACA
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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.