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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
XRX icon
1851
Xerox
XRX
$387M
$78.9K ﹤0.01%
20,976
-9,102
-30% -$40.2K
AGEN
1852
Agenus
AGEN
$312M
$77.6K ﹤0.01%
20,149
+150
+0.8% +$751
CIG icon
1853
CEMIG Preferred Shares
CIG
$6.26B
$77.5K ﹤0.01%
36,658
-9,937
-21% -$19.5K
PLUG icon
1854
Plug Power
PLUG
$2.87B
$77.4K ﹤0.01%
33,228
+3,329
+11% +$5.64K
ERAS icon
1855
Erasca
ERAS
$6.3B
$75.9K ﹤0.01%
34,802
-1,560
-4% -$2.48K
TIXT
1856
DELISTED
TELUS International
TIXT
$75.5K ﹤0.01%
16,861
-410
-2% -$1.66K
CURI icon
1857
CuriosityStream
CURI
$145M
$75.1K ﹤0.01%
14,163
+1,050
+8% +$4.84K
TNYA icon
1858
Tenaya Therapeutics
TNYA
$161M
$74.2K ﹤0.01%
45,826
-343
-0.7% -$345
HLX icon
1859
Helix Energy Solutions
HLX
$1.4B
$74K ﹤0.01%
11,284
-580
-5% -$3.65K
OLPX
1860
DELISTED
Olaplex Holdings
OLPX
$73.7K ﹤0.01%
56,248
-2,768
-5% -$3.97K
CHGG icon
1861
Chegg
CHGG
$110M
$73.1K ﹤0.01%
48,410
+1,077
+2% +$1.51K
DTIL icon
1862
Precision BioSciences
DTIL
$180M
$72.5K ﹤0.01%
+13,127
New +$62.9K
LFST icon
1863
Lifestance Health
LFST
$4B
$71.9K ﹤0.01%
+13,081
New +$64.1K
SANA icon
1864
Sana Biotechnology
SANA
$871M
$71.7K ﹤0.01%
20,193
+508
+3% +$1.84K
QTRX icon
1865
Quanterix
QTRX
$164M
$70.6K ﹤0.01%
13,008
-2,016
-13% -$10.7K
SNBR
1866
DELISTED
Sleep Number
SNBR
$70.4K ﹤0.01%
+10,032
New +$87.8K
CSAN icon
1867
Cosan
CSAN
$3.18B
$70.3K ﹤0.01%
15,277
+1,184
+8% +$5.46K
TBLA icon
1868
Taboola.com
TBLA
$1.37B
$70.1K ﹤0.01%
20,544
-140
-0.7% -$479
NEOG icon
1869
Neogen
NEOG
$2.63B
$69.3K ﹤0.01%
12,128
-2,106
-15% -$11.2K
ANRO icon
1870
Alto Neuroscience
ANRO
$1.05B
$68.5K ﹤0.01%
17,045
+2,055
+14% +$6.81K
BLDP
1871
Ballard Power Systems
BLDP
$805M
$68.3K ﹤0.01%
25,125
-5,334
-18% -$10.9K
CCLD icon
1872
CareCloud
CCLD
$104M
$67.8K ﹤0.01%
21,131
-153
-0.7% -$443
UAA icon
1873
Under Armour
UAA
$2.84B
$67.5K ﹤0.01%
13,524
+1,759
+15% +$10.2K
LAC
1874
Lithium Americas
LAC
$1.01B
$67K ﹤0.01%
11,735
+738
+7% +$2.33K
OABI icon
1875
OmniAb
OABI
$287M
$66.7K ﹤0.01%
41,694
-3,471
-8% -$6.34K
73 74
75
76 77

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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 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.