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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
ILPT
1726
Industrial Logistics Properties Trust
ILPT
$575M
$196K ﹤0.01%
35,299
+338
+1% +$1.87K
HOPE icon
1727
Hope Bancorp
HOPE
$1.79B
$195K ﹤0.01%
17,781
-961
-5% -$10.4K
DNLI icon
1728
Denali Therapeutics
DNLI
$3.65B
$194K ﹤0.01%
11,736
-790
-6% -$13.3K
EC icon
1729
Ecopetrol
EC
$34.5B
$194K ﹤0.01%
19,324
+1,247
+7% +$11.9K
MATV icon
1730
Mativ Holdings
MATV
$481M
$192K ﹤0.01%
15,788
+659
+4% +$7.76K
CLB icon
1731
Core Laboratories
CLB
$488M
$190K ﹤0.01%
11,882
-1,190
-9% -$17.7K
UWMC icon
1732
UWM Holdings
UWMC
$617M
$188K ﹤0.01%
43,001
+8,065
+23% +$43.4K
LCID icon
1733
Lucid Motors
LCID
$2.88B
$188K ﹤0.01%
17,797
+2,248
+14% +$35.9K
NAVN
1734
Navan Inc
NAVN
$6.77B
$188K ﹤0.01%
+11,004
New +$175K
VISN
1735
Vistance Networks Inc
VISN
$2.65B
$186K ﹤0.01%
+10,286
New +$177K
DCH
1736
Dauch Corp
DCH
$1.34B
$186K ﹤0.01%
29,081
+1,796
+7% +$11.2K
GNL icon
1737
Global Net Lease
GNL
$1.84B
$186K ﹤0.01%
21,626
-1,396
-6% -$11.2K
AVPT icon
1738
AvePoint
AVPT
$2.76B
$181K ﹤0.01%
13,031
-2,617
-17% -$36.2K
TNGX icon
1739
Tango Therapeutics
TNGX
$4.43B
$181K ﹤0.01%
20,402
+189
+0.9% +$1.63K
HIMX
1740
Himax Technologies
HIMX
$2.19B
$181K ﹤0.01%
22,051
-763
-3% -$6.45K
BGC icon
1741
BGC Group
BGC
$5.45B
$181K ﹤0.01%
20,215
-112
-0.6% -$1.01K
KYTX icon
1742
Kyverna Therapeutics
KYTX
$444M
$179K ﹤0.01%
19,048
+155
+0.8% +$1.15K
GGB icon
1743
Gerdau
GGB
$9.74B
$178K ﹤0.01%
48,279
+2,600
+6% +$9.09K
VG
1744
Venture Global Inc
VG
$33.2B
$177K ﹤0.01%
25,952
+10,782
+71% +$89.8K
PUMP icon
1745
ProPetro Holding
PUMP
$1.36B
$177K ﹤0.01%
18,580
+1,843
+11% +$16K
CMCO icon
1746
Columbus McKinnon
CMCO
$553M
$177K ﹤0.01%
10,240
-970
-9% -$15.6K
SBH icon
1747
Sally Beauty Holdings
SBH
$1.43B
$175K ﹤0.01%
12,267
-241
-2% -$3.63K
WULF icon
1748
TeraWulf
WULF
$8.75B
$175K ﹤0.01%
15,220
+1,958
+15% +$26.2K
DJT icon
1749
Trump Media & Technology Group
DJT
$2.73B
$170K ﹤0.01%
+12,866
New +$176K
CIO
1750
DELISTED
City Office REIT
CIO
$170K ﹤0.01%
24,361
-442
-2% -$3.06K
68 69
70
71 72

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ACA
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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
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WAM
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HRCM
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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.