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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
CGNT icon
1801
Cognyte Software
CGNT
$659M
$113K ﹤0.01%
13,398
+1,849
+16% +$16.4K
HE icon
1802
Hawaiian Electric Industries
HE
$2.23B
$113K ﹤0.01%
+10,194
New +$116K
TRUE
1803
DELISTED
TrueCar
TRUE
$112K ﹤0.01%
60,740
+6,087
+11% +$12.2K
KEEL
1804
Keel Infrastructure Corp
KEEL
$2.4B
$111K ﹤0.01%
39,389
+10,619
+37% +$16.5K
NVAX icon
1805
Novavax
NVAX
$1.2B
$111K ﹤0.01%
12,755
+1,268
+11% +$9.87K
LXEO icon
1806
Lexeo Therapeutics
LXEO
$324M
$110K ﹤0.01%
16,595
+1,595
+11% +$7.71K
RYAM icon
1807
Rayonier Advanced Materials
RYAM
$604M
$110K ﹤0.01%
15,249
+807
+6% +$4.16K
KRNY icon
1808
Kearny Financial
KRNY
$604M
$109K ﹤0.01%
16,526
+5,810
+54% +$37.3K
PERI icon
1809
Perion Network
PERI
$375M
$107K ﹤0.01%
+11,165
New +$112K
ALLO icon
1810
Allogene Therapeutics
ALLO
$649M
$106K ﹤0.01%
85,720
+14,032
+20% +$16.7K
FUBO icon
1811
FuboTV Inc
FUBO
$261M
$106K ﹤0.01%
2,126
+118
+6% +$5.35K
NWL icon
1812
Newell Brands
NWL
$2.38B
$106K ﹤0.01%
20,202
-2,501
-11% -$14.2K
ULCC icon
1813
Frontier Group Holdings
ULCC
$1.55B
$106K ﹤0.01%
23,901
+7,623
+47% +$34.6K
WOOF icon
1814
Petco
WOOF
$797M
$105K ﹤0.01%
27,217
+4,716
+21% +$15.8K
RZLV
1815
Rezolve AI
RZLV
$969M
$105K ﹤0.01%
21,058
+2,661
+14% +$10.5K
FFWM
1816
DELISTED
First Foundation Inc
FFWM
$104K ﹤0.01%
18,755
+2,060
+12% +$11.4K
PGEN icon
1817
Precigen
PGEN
$2.24B
$103K ﹤0.01%
31,265
-119
-0.4% -$336
HIVE
1818
HIVE Digital Technologies
HIVE
$774M
$102K ﹤0.01%
25,388
+4,472
+21% +$12K
BCYC
1819
Bicycle Therapeutics
BCYC
$269M
$100K ﹤0.01%
+12,953
New +$97.8K
GRNT icon
1820
Granite Ridge Resources
GRNT
$627M
$99.7K ﹤0.01%
18,434
-1,549
-8% -$8.45K
CRCT icon
1821
Cricut
CRCT
$984M
$99.6K ﹤0.01%
15,832
+3,962
+33% +$23.2K
CRBU icon
1822
Caribou Biosciences
CRBU
$145M
$98.3K ﹤0.01%
42,186
+1,373
+3% +$2.59K
YALA
1823
Yalla Group
YALA
$818M
$96.4K ﹤0.01%
+12,842
New +$99K
SCPH
1824
DELISTED
scPharmaceuticals
SCPH
$96.3K ﹤0.01%
16,992
+89
+0.5% +$456
HLMN icon
1825
Hillman Solutions
HLMN
$1.54B
$95.8K ﹤0.01%
+10,436
New +$94.2K
71 72
73
74 75

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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.