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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
DHC
1776
Diversified Healthcare Trust
DHC
$2.15B
$139K ﹤0.01%
28,674
-1,482
-5% -$6.72K
LBTYK icon
1777
Liberty Global Class C
LBTYK
$3.53B
$138K ﹤0.01%
12,540
+867
+7% +$9.64K
COTY icon
1778
Coty
COTY
$2.42B
$137K ﹤0.01%
44,509
-60,807
-58% -$221K
TRUE
1779
DELISTED
TrueCar
TRUE
$137K ﹤0.01%
60,560
-180
-0.3% -$386
TLX
1780
Telix Pharmaceuticals
TLX
$3.35B
$136K ﹤0.01%
18,141
-237
-1% -$2.28K
SPT icon
1781
Sprout Social
SPT
$516M
$135K ﹤0.01%
+11,984
New +$129K
HE icon
1782
Hawaiian Electric Industries
HE
$2.23B
$132K ﹤0.01%
10,708
+514
+5% +$5.96K
PGEN icon
1783
Precigen
PGEN
$2.24B
$131K ﹤0.01%
31,399
+134
+0.4% +$518
ERAS icon
1784
Erasca
ERAS
$6.3B
$129K ﹤0.01%
34,659
-143
-0.4% -$402
GDYN icon
1785
Grid Dynamics Holdings
GDYN
$559M
$125K ﹤0.01%
+13,797
New +$120K
SGHT icon
1786
Sight Sciences
SGHT
$286M
$125K ﹤0.01%
15,707
-362
-2% -$2.31K
CGNT icon
1787
Cognyte Software
CGNT
$659M
$123K ﹤0.01%
13,106
-292
-2% -$2.53K
CFFN icon
1788
Capitol Federal Financial
CFFN
$1.09B
$123K ﹤0.01%
18,046
-1,101
-6% -$7.16K
PBI icon
1789
Pitney Bowes
PBI
$2.4B
$121K ﹤0.01%
11,440
-202
-2% -$2.1K
NPKI
1790
NPK International
NPKI
$1.06B
$121K ﹤0.01%
+10,120
New +$123K
BUR icon
1791
Burford Capital
BUR
$903M
$117K ﹤0.01%
13,116
+1,802
+16% +$17.6K
NMRA icon
1792
Neumora Therapeutics
NMRA
$298M
$116K ﹤0.01%
64,903
+474
+0.7% +$1.04K
SIGA icon
1793
SIGA Technologies
SIGA
$235M
$115K ﹤0.01%
18,796
-2,906
-13% -$20.7K
ABR icon
1794
Arbor Realty Trust
ABR
$964M
$115K ﹤0.01%
14,768
-2,759
-16% -$27K
CTMX icon
1795
CytomX Therapeutics
CTMX
$675M
$114K ﹤0.01%
26,765
-174
-0.6% -$661
MLCO icon
1796
Melco Resorts & Entertainment
MLCO
$2.22B
$113K ﹤0.01%
14,867
+1,228
+9% +$10.3K
ULCC icon
1797
Frontier Group Holdings
ULCC
$1.55B
$112K ﹤0.01%
23,776
-125
-0.5% -$554
LWLG icon
1798
Lightwave Logic
LWLG
$995M
$110K ﹤0.01%
34,050
-1,949
-5% -$8.65K
KEEL
1799
Keel Infrastructure Corp
KEEL
$2.4B
$110K ﹤0.01%
46,661
+7,272
+18% +$24.9K
CRNC icon
1800
Cerence
CRNC
$385M
$109K ﹤0.01%
10,235
+7
+0.1% +$77
70 71
72
73 74

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.