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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
SMRT icon
1876
SmartRent
SMRT
$195M
$54.7K ﹤0.01%
27,056
-592
-2% -$970
EVH icon
1877
Evolent Health
EVH
$348M
$53.6K ﹤0.01%
13,397
-1,886
-12% -$10.5K
EVGO icon
1878
EVgo
EVGO
$223M
$53.3K ﹤0.01%
18,299
+215
+1% +$781
BDN
1879
Brandywine Realty Trust
BDN
$524M
$53K ﹤0.01%
18,154
-9,104
-33% -$31K
URG
1880
Ur-Energy
URG
$485M
$50.3K ﹤0.01%
36,157
-278
-0.8% -$412
FATE icon
1881
Fate Therapeutics
FATE
$286M
$50.1K ﹤0.01%
50,947
-13,296
-21% -$16K
GOSS icon
1882
Gossamer Bio
GOSS
$82.9M
$50K ﹤0.01%
16,119
-600
-4% -$1.71K
CHRS icon
1883
Coherus Oncology
CHRS
$217M
$49.5K ﹤0.01%
34,838
+373
+1% +$544
AREC icon
1884
American Resources Corp
AREC
$191M
$49.2K ﹤0.01%
19,824
+387
+2% +$1.29K
CABA icon
1885
Cabaletta Bio
CABA
$437M
$49K ﹤0.01%
22,384
+233
+1% +$577
KOPN icon
1886
Kopin
KOPN
$652M
$48.8K ﹤0.01%
20,870
+115
+0.6% +$332
CSAN icon
1887
Cosan
CSAN
$3.18B
$48.5K ﹤0.01%
12,267
-3,010
-20% -$13.7K
WLDS icon
1888
Wearable Devices
WLDS
$5.61M
$48.3K ﹤0.01%
+4,712
New +$102K
CHGG icon
1889
Chegg
CHGG
$110M
$48.2K ﹤0.01%
51,866
+3,456
+7% +$3.77K
NVX
1890
NOVONIX
NVX
$99M
$47.9K ﹤0.01%
+47,409
New +$67.3K
SID icon
1891
Companhia Siderúrgica Nacional
SID
$1.31B
$47.3K ﹤0.01%
29,550
+3,681
+14% +$5.98K
EU
1892
enCore Energy
EU
$212M
$46.1K ﹤0.01%
18,600
+5,300
+40% +$15.1K
PRQR icon
1893
ProQR Therapeutics
PRQR
$243M
$45.1K ﹤0.01%
22,314
– –
CLYM
1894
Climb Bio
CLYM
$681M
$44.5K ﹤0.01%
11,127
-3,419
-24% -$8.21K
ASTL icon
1895
Algoma Steel
ASTL
$406M
$44.3K ﹤0.01%
+10,798
New +$43K
ABCL icon
1896
AbCellera Biologics
ABCL
$1.74B
$44K ﹤0.01%
12,878
+176
+1% +$786
RXRX icon
1897
Recursion Pharmaceuticals
RXRX
$1.59B
$43.3K ﹤0.01%
10,578
-678
-6% -$3.36K
CGC
1898
Canopy Growth
CGC
$387M
$42.8K ﹤0.01%
37,556
+14,159
+61% +$18.2K
HLLY icon
1899
Holley
HLLY
$321M
$42.7K ﹤0.01%
10,341
+35
+0.3% +$126
ESPR
1900
DELISTED
Esperion Therapeutics
ESPR
$42.2K ﹤0.01%
11,412
+323
+3% +$1.04K
74 75
76
77 78

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.