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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
UNIT
1876
Uniti Group
UNIT
$2.36B
$66.6K ﹤0.01%
10,878
-14,125
-56% -$84.5K
BBAI icon
1877
BigBear.ai
BBAI
$1.34B
$66.1K ﹤0.01%
+10,138
New +$64.9K
AXTI icon
1878
AXT Inc
AXTI
$3.95B
$65.7K ﹤0.01%
14,633
– –
URG
1879
Ur-Energy
URG
$485M
$65.2K ﹤0.01%
36,435
+2,498
+7% +$3.39K
ABCL icon
1880
AbCellera Biologics
ABCL
$1.74B
$63.9K ﹤0.01%
12,702
+234
+2% +$1.03K
SES icon
1881
SES AI
SES
$203M
$63.4K ﹤0.01%
37,938
-68
-0.2% -$81
NKTX icon
1882
Nkarta
NKTX
$150M
$62.8K ﹤0.01%
30,338
+2,308
+8% +$4.74K
QUIK icon
1883
QuickLogic
QUIK
$232M
$62.6K ﹤0.01%
10,333
-388
-4% -$2.29K
UP icon
1884
Wheels Up
UP
$208M
$61.8K ﹤0.01%
1,680
-347
-17% -$12.6K
GSIT icon
1885
GSI Technology
GSIT
$215M
$61.3K ﹤0.01%
16,644
+138
+0.8% +$520
PSNY icon
1886
Polestar Automotive Holding UK
PSNY
$2.09B
$61K ﹤0.01%
2,164
+215
+11% +$6.89K
BGS icon
1887
B&G Foods
BGS
$287M
$60.4K ﹤0.01%
13,634
+1,013
+8% +$4.43K
GETY icon
1888
Getty Images
GETY
$156M
$58.4K ﹤0.01%
29,504
-5,294
-15% -$9.81K
ADVM
1889
DELISTED
Adverum Biotechnologies
ADVM
$58K ﹤0.01%
+12,805
New +$37.8K
GEVO icon
1890
Gevo
GEVO
$360M
$57.8K ﹤0.01%
29,496
+338
+1% +$551
CHRS icon
1891
Coherus Oncology
CHRS
$217M
$56.5K ﹤0.01%
34,465
+3,694
+12% +$4.11K
SGHT icon
1892
Sight Sciences
SGHT
$286M
$55.3K ﹤0.01%
16,069
+181
+1% +$674
RXRX icon
1893
Recursion Pharmaceuticals
RXRX
$1.59B
$54.9K ﹤0.01%
11,256
-897
-7% -$4.71K
ACH
1894
Accendra Health
ACH
$237M
$54K ﹤0.01%
+11,249
New +$71.6K
AREC icon
1895
American Resources Corp
AREC
$191M
$52.5K ﹤0.01%
19,437
-1,408
-7% -$2.41K
BLND icon
1896
Blend Labs
BLND
$431M
$52.3K ﹤0.01%
14,341
-325
-2% -$1.17K
STRO icon
1897
Sutro Biopharma
STRO
$401M
$52.3K ﹤0.01%
6,018
-44
-0.7% -$374
CABA icon
1898
Cabaletta Bio
CABA
$437M
$51.8K ﹤0.01%
22,151
-2,797
-11% -$4.8K
PLRX icon
1899
Pliant Therapeutics
PLRX
$64.4M
$51.4K ﹤0.01%
34,743
-797
-2% -$1.22K
MGX icon
1900
Metagenomi Therapeutics
MGX
$44.8M
$51K ﹤0.01%
21,522
+7
+0% +$14
74 75
76
77 78

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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.