We are live on ! Find out more
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
PERI icon
1801
Perion Network
PERI
$375M
$109K ﹤0.01%
11,366
+201
+2% +$1.95K
FSLY icon
1802
Fastly Inc
FSLY
$3.55B
$109K ﹤0.01%
+10,670
New +$105K
TBLA icon
1803
Taboola.com
TBLA
$1.37B
$105K ﹤0.01%
22,881
+2,337
+11% +$8.8K
RLX icon
1804
RLX Technology
RLX
$2.47B
$105K ﹤0.01%
45,016
+876
+2% +$2.1K
LFST icon
1805
Lifestance Health
LFST
$4B
$104K ﹤0.01%
14,815
+1,734
+13% +$10.5K
GSIT icon
1806
GSI Technology
GSIT
$215M
$104K ﹤0.01%
16,748
+104
+0.6% +$742
REI icon
1807
Ring Energy
REI
$315M
$104K ﹤0.01%
119,165
-15,795
-12% -$15.1K
KW
1808
DELISTED
Kennedy-Wilson Holdings
KW
$101K ﹤0.01%
10,460
-152
-1% -$1.36K
ONDS icon
1809
Ondas Inc
ONDS
$4.27B
$100K ﹤0.01%
+10,276
New +$82.5K
IVVD icon
1810
Invivyd
IVVD
$158M
$95.8K ﹤0.01%
38,805
-811
-2% -$1.69K
OIS icon
1811
Oil States International
OIS
$489M
$95.2K ﹤0.01%
14,066
+929
+7% +$5.97K
VLRS
1812
Controladora Vuela Compania de Aviacion
VLRS
$900M
$93.9K ﹤0.01%
+10,576
New +$76.8K
CLOV icon
1813
Clover Health Investments
CLOV
$2.2B
$93.1K ﹤0.01%
39,597
+2,756
+7% +$7.53K
ALLO icon
1814
Allogene Therapeutics
ALLO
$649M
$92.9K ﹤0.01%
67,788
-17,932
-21% -$23.7K
MITT
1815
TPG Mortgage Investment Trust
MITT
$222M
$92.5K ﹤0.01%
+10,853
New +$85.1K
DNN icon
1816
Denison Mines
DNN
$2.54B
$91.1K ﹤0.01%
34,260
+5,461
+19% +$14.9K
HTZ icon
1817
Hertz
HTZ
$500M
$91.1K ﹤0.01%
17,718
+451
+3% +$2.46K
BCYC
1818
Bicycle Therapeutics
BCYC
$269M
$90.5K ﹤0.01%
12,776
-177
-1% -$1.3K
HIVE
1819
HIVE Digital Technologies
HIVE
$774M
$90.2K ﹤0.01%
34,963
+9,575
+38% +$40.5K
RMAX icon
1820
RE/MAX Holdings
RMAX
$193M
$87K ﹤0.01%
11,461
+1,396
+14% +$11.3K
SXC icon
1821
SunCoke Energy
SXC
$720M
$86.9K ﹤0.01%
12,065
-4,283
-26% -$31.5K
BFLY icon
1822
Butterfly Network
BFLY
$1.89B
$86.3K ﹤0.01%
22,705
+3,557
+19% +$9.68K
PLUG icon
1823
Plug Power
PLUG
$2.87B
$86.2K ﹤0.01%
43,780
+10,552
+32% +$27.6K
MQ icon
1824
Marqeta
MQ
$1.83B
$86.2K ﹤0.01%
4,534
+210
+5% +$4.04K
GSM icon
1825
FerroAtlántica
GSM
$594M
$85.7K ﹤0.01%
18,466
-1,502
-8% -$6.93K
71 72
73
74 75

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.