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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
BGS icon
1851
B&G Foods
BGS
$287M
$67.5K ﹤0.01%
15,703
+2,069
+15% +$9.25K
CRBU icon
1852
Caribou Biosciences
CRBU
$145M
$67K ﹤0.01%
42,113
-73
-0.2% -$153
IQ icon
1853
iQIYI
IQ
$1.23B
$66.3K ﹤0.01%
34,521
-1,089
-3% -$2.33K
ANNX icon
1854
Annexon
ANNX
$834M
$64.8K ﹤0.01%
12,901
-343
-3% -$1.31K
RZLV
1855
Rezolve AI
RZLV
$969M
$64K ﹤0.01%
24,904
+3,846
+18% +$14.5K
PACB icon
1856
Pacific Biosciences
PACB
$435M
$63.4K ﹤0.01%
33,880
-675
-2% -$1.3K
MCW
1857
DELISTED
Mister Car Wash
MCW
$63K ﹤0.01%
+11,340
New +$59.7K
QUIK icon
1858
QuickLogic
QUIK
$232M
$63K ﹤0.01%
10,480
+147
+1% +$952
FUBO icon
1859
FuboTV Inc
FUBO
$261M
$63K ﹤0.01%
2,082
-44
-2% -$1.76K
CCLD icon
1860
CareCloud
CCLD
$104M
$62.5K ﹤0.01%
21,396
+265
+1% +$838
AGEN
1861
Agenus
AGEN
$312M
$62.3K ﹤0.01%
19,831
-318
-2% -$1.27K
DNUT icon
1862
Krispy Kreme
DNUT
$548M
$62.2K ﹤0.01%
+15,468
New +$61.2K
CTKB icon
1863
Cytek Biosciences
CTKB
$545M
$61.8K ﹤0.01%
12,245
+687
+6% +$3.19K
GEVO icon
1864
Gevo
GEVO
$360M
$61.6K ﹤0.01%
30,779
+1,283
+4% +$2.82K
BLDP
1865
Ballard Power Systems
BLDP
$805M
$61.2K ﹤0.01%
24,107
-1,018
-4% -$3.16K
ARBE icon
1866
Arbe Robotics
ARBE
$80.3M
$60.3K ﹤0.01%
51,099
-5,231
-9% -$8.64K
SGMT icon
1867
Sagimet Biosciences
SGMT
$439M
$59.7K ﹤0.01%
+10,078
New +$72.4K
EWCZ
1868
DELISTED
European Wax Center
EWCZ
$58.7K ﹤0.01%
16,319
+5,436
+50% +$20.3K
BMBL icon
1869
Bumble
BMBL
$372M
$58.2K ﹤0.01%
16,293
-5,826
-26% -$25.8K
OABI icon
1870
OmniAb
OABI
$287M
$58.2K ﹤0.01%
31,437
-10,257
-25% -$17.8K
EB
1871
DELISTED
Eventbrite
EB
$57.6K ﹤0.01%
+12,949
New +$40.1K
LX
1872
LexinFintech Holdings
LX
$241M
$56.8K ﹤0.01%
+17,364
New +$71.3K
CURI icon
1873
CuriosityStream
CURI
$145M
$56.4K ﹤0.01%
14,833
+670
+5% +$2.98K
SSP icon
1874
E.W. Scripps
SSP
$257M
$55.9K ﹤0.01%
14,022
+614
+5% +$2.07K
LAC
1875
Lithium Americas
LAC
$1.01B
$55.5K ﹤0.01%
12,728
+993
+8% +$5.73K
73 74
75
76 77

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.