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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
FRSH icon
1776
Freshworks
FRSH
$3.14B
$132K ﹤0.01%
11,190
-504
-4% -$6.79K
FSM icon
1777
Fortuna Silver Mines
FSM
$2.55B
$131K ﹤0.01%
14,657
+854
+6% +$6.23K
NFBK
1778
DELISTED
Northfield Bancorp
NFBK
$130K ﹤0.01%
11,004
-1,039
-9% -$11.9K
NUVB icon
1779
Nuvation Bio
NUVB
$2.2B
$130K ﹤0.01%
35,063
-1,423
-4% -$3.88K
EVH icon
1780
Evolent Health
EVH
$348M
$129K ﹤0.01%
15,283
-2,289
-13% -$22.2K
ARIS
1781
Aris Mining
ARIS
$2.76B
$127K ﹤0.01%
13,007
+704
+6% +$5.61K
CRNC icon
1782
Cerence
CRNC
$385M
$127K ﹤0.01%
10,228
+55
+0.5% +$564
XERS icon
1783
Xeris Biopharma Holdings
XERS
$1.39B
$127K ﹤0.01%
+15,561
New +$103K
MLCO icon
1784
Melco Resorts & Entertainment
MLCO
$2.22B
$125K ﹤0.01%
13,639
+72
+0.5% +$659
FORR icon
1785
Forrester Research
FORR
$223M
$125K ﹤0.01%
11,748
+1,220
+12% +$12.4K
LDI icon
1786
loanDepot
LDI
$532M
$124K ﹤0.01%
40,258
+2,986
+8% +$6.9K
SHLS icon
1787
Shoals Technologies Group
SHLS
$1.47B
$123K ﹤0.01%
16,616
+2,047
+14% +$12.6K
EPM icon
1788
Evolution Petroleum
EPM
$132M
$123K ﹤0.01%
25,495
+2,389
+10% +$11.9K
LION icon
1789
Lionsgate Studios
LION
$3.95B
$122K ﹤0.01%
17,738
-1,965
-10% -$12.6K
CFFN icon
1790
Capitol Federal Financial
CFFN
$1.09B
$122K ﹤0.01%
19,147
+302
+2% +$1.89K
FULC icon
1791
Fulcrum Therapeutics
FULC
$273M
$121K ﹤0.01%
13,168
+225
+2% +$1.63K
HTZ icon
1792
Hertz
HTZ
$499M
$117K ﹤0.01%
17,267
+20
+0.1% +$128
NMRA icon
1793
Neumora Therapeutics
NMRA
$298M
$117K ﹤0.01%
64,429
+6,233
+11% +$10.1K
RLX icon
1794
RLX Technology
RLX
$2.47B
$116K ﹤0.01%
44,140
+3,972
+10% +$9.45K
SLDP icon
1795
Solid Power
SLDP
$463M
$114K ﹤0.01%
32,990
+652
+2% +$2.46K
BDN
1796
Brandywine Realty Trust
BDN
$524M
$114K ﹤0.01%
27,258
+925
+4% +$3.89K
NXDR
1797
Nextdoor Holdings
NXDR
$847M
$113K ﹤0.01%
54,274
+11,587
+27% +$22.5K
KYTX icon
1798
Kyverna Therapeutics
KYTX
$444M
$113K ﹤0.01%
18,893
-229
-1% -$915
TE
1799
T1 Energy
TE
$1.16B
$113K ﹤0.01%
51,950
+4,119
+9% +$6.56K
CLOV icon
1800
Clover Health Investments
CLOV
$2.2B
$113K ﹤0.01%
36,841
+1,635
+5% +$4.67K
70 71
72
73 74

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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
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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.