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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
BLND icon
1901
Blend Labs
BLND
$431M
$41.5K ﹤0.01%
13,656
-685
-5% -$2.19K
SPCE icon
1902
Virgin Galactic
SPCE
$328M
$41.5K ﹤0.01%
12,915
+347
+3% +$1.31K
ACH
1903
Accendra Health
ACH
$237M
$41.3K ﹤0.01%
14,744
+3,495
+31% +$12.5K
OCGN icon
1904
Ocugen
OCGN
$416M
$40.9K ﹤0.01%
30,321
+450
+2% +$641
NKTX icon
1905
Nkarta
NKTX
$150M
$38.7K ﹤0.01%
20,895
-9,443
-31% -$18.9K
VUZI icon
1906
Vuzix
VUZI
$194M
$38.1K ﹤0.01%
10,078
-914
-8% -$2.87K
RC
1907
Ready Capital
RC
$258M
$37.4K ﹤0.01%
+17,140
New +$48K
CAN
1908
Canaan Creative
CAN
$127M
$37.2K ﹤0.01%
53,902
+23,203
+76% +$26.6K
GERN icon
1909
Geron
GERN
$828M
$35.8K ﹤0.01%
27,114
-3,817
-12% -$4.79K
AUTL
1910
Autolus Therapeutics
AUTL
$397M
$35.3K ﹤0.01%
17,747
-2,413
-12% -$3.71K
IOVA icon
1911
Iovance Biotherapeutics
IOVA
$1.82B
$34.5K ﹤0.01%
+12,637
New +$29.2K
HNST icon
1912
The Honest Company
HNST
$402M
$34.1K ﹤0.01%
13,230
+1,736
+15% +$5.32K
XRX icon
1913
Xerox
XRX
$387M
$33.8K ﹤0.01%
14,251
-6,725
-32% -$19.9K
LU icon
1914
Lufax Holding
LU
$1.35B
$33.8K ﹤0.01%
13,189
+2,703
+26% +$7.99K
DOUG icon
1915
Douglas Elliman
DOUG
$154M
$33.2K ﹤0.01%
14,021
+176
+1% +$453
RR icon
1916
Richtech Robotics
RR
$318M
$33K ﹤0.01%
10,207
-496
-5% -$2.19K
EVO icon
1917
Evotec
EVO
$679M
$32.9K ﹤0.01%
+10,670
New +$36.6K
TNYA icon
1918
Tenaya Therapeutics
TNYA
$161M
$32.7K ﹤0.01%
45,975
+149
+0.3% +$203
PLRX icon
1919
Pliant Therapeutics
PLRX
$64.4M
$32K ﹤0.01%
26,237
-8,506
-24% -$12.8K
BAK icon
1920
Braskem
BAK
$928M
$31.1K ﹤0.01%
+10,530
New +$28.8K
CCCC icon
1921
C4 Therapeutics
CCCC
$385M
$29.1K ﹤0.01%
15,224
+650
+4% +$1.54K
HYLN icon
1922
Hyliion Holdings
HYLN
$635M
$28.4K ﹤0.01%
15,439
+1,904
+14% +$3.83K
GETY icon
1923
Getty Images
GETY
$156M
$28.3K ﹤0.01%
21,145
-8,359
-28% -$14.4K
SPRC icon
1924
SciSparc
SPRC
$4.08M
$27.5K ﹤0.01%
+2,247
New +$57.1K
IBRX icon
1925
ImmunityBio
IBRX
$7.51B
$27.2K ﹤0.01%
13,758
+1,057
+8% +$2.4K
75 76
77
78 79

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.