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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
SMR icon
1751
NuScale Power
SMR
$2.91B
$168K ﹤0.01%
11,839
-420
-3% -$12K
IE icon
1752
Ivanhoe Electric
IE
$1.45B
$167K ﹤0.01%
+10,422
New +$149K
CCU icon
1753
Compañía de Cervecerías Unidas
CCU
$2.12B
$166K ﹤0.01%
+12,996
New +$164K
NUS icon
1754
Nu Skin
NUS
$252M
$165K ﹤0.01%
17,147
+758
+5% +$7.84K
LXEO icon
1755
Lexeo Therapeutics
LXEO
$324M
$163K ﹤0.01%
16,436
-159
-1% -$1.45K
WT icon
1756
WisdomTree
WT
$2.96B
$163K ﹤0.01%
13,339
+1,119
+9% +$13.5K
PRGO icon
1757
Perrigo
PRGO
$1.4B
$162K ﹤0.01%
11,629
-845
-7% -$14.1K
XPRO icon
1758
Expro Ltd
XPRO
$1.79B
$162K ﹤0.01%
12,112
+42
+0.3% +$566
MPAA icon
1759
Motorcar Parts of America
MPAA
$254M
$160K ﹤0.01%
12,977
-93
-0.7% -$1.34K
PBR icon
1760
Petrobras
PBR
$125B
$160K ﹤0.01%
13,470
+1,250
+10% +$15.3K
BWLP icon
1761
BW LPG
BWLP
$3.42B
$157K ﹤0.01%
11,957
-725
-6% -$9.26K
GENI icon
1762
Genius Sports
GENI
$1.85B
$153K ﹤0.01%
13,878
-253
-2% -$2.76K
TTI icon
1763
TETRA Technologies
TTI
$1.14B
$153K ﹤0.01%
16,316
+63
+0.4% +$486
FSM icon
1764
Fortuna Silver Mines
FSM
$2.55B
$149K ﹤0.01%
15,179
+522
+4% +$4.7K
FULC icon
1765
Fulcrum Therapeutics
FULC
$273M
$149K ﹤0.01%
13,158
-10
-0.1% -$102
ALIT icon
1766
Alight
ALIT
$447M
$147K ﹤0.01%
3,776
+2,524
+202% +$126K
WTI icon
1767
W&T Offshore
WTI
$534M
$146K ﹤0.01%
89,861
-1,645
-2% -$3.16K
SHLS icon
1768
Shoals Technologies Group
SHLS
$1.47B
$146K ﹤0.01%
17,150
+534
+3% +$4.8K
TIGR
1769
UP Fintech Holding
TIGR
$876M
$143K ﹤0.01%
14,946
+1,042
+7% +$9.95K
HLF icon
1770
Herbalife
HLF
$1.29B
$142K ﹤0.01%
11,041
+635
+6% +$6.72K
AMPX icon
1771
Amprius Technologies
AMPX
$1.36B
$142K ﹤0.01%
17,956
-1,682
-9% -$19.2K
SLDP icon
1772
Solid Power
SLDP
$463M
$141K ﹤0.01%
33,272
+282
+0.9% +$1.56K
YALA
1773
Yalla Group
YALA
$818M
$141K ﹤0.01%
20,352
+7,510
+58% +$53.7K
NXDR
1774
Nextdoor Holdings
NXDR
$847M
$141K ﹤0.01%
66,937
+12,663
+23% +$24.8K
MOMO
1775
Hello Group
MOMO
$885M
$140K ﹤0.01%
21,426
-1,884
-8% -$13K
69 70
71
72 73

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.