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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
NFE icon
1951
New Fortress Energy
NFE
$92.1M
$28.8K ﹤0.01%
+13,053
New +$37.2K
TV icon
1952
Televisa
TV
$1.48B
$27.7K ﹤0.01%
+10,312
New +$26K
BYND icon
1953
Beyond Meat
BYND
$292M
$27.4K ﹤0.01%
14,513
+1,710
+13% +$5.04K
CAN
1954
Canaan Creative
CAN
$127M
$27.1K ﹤0.01%
30,699
+2,504
+9% +$1.9K
HYLN icon
1955
Hyliion Holdings
HYLN
$635M
$26.7K ﹤0.01%
13,535
-327
-2% -$544
CDLX icon
1956
Cardlytics
CDLX
$21.7M
$25.8K ﹤0.01%
+1,063
New +$17.7K
FFAI
1957
Faraday Future Intelligent Electric
FFAI
$15.2M
$25.6K ﹤0.01%
131
+17
+15% +$5.38K
HUMA icon
1958
Humacyte
HUMA
$176M
$24.8K ﹤0.01%
14,274
+39
+0.3% +$76
SGMO
1959
DELISTED
SANGAMO THERAPEUTICS INC
SGMO
$23.9K ﹤0.01%
35,511
+11,776
+50% +$6.35K
LFT
1960
Lument Finance Trust
LFT
$34.6M
$23.5K ﹤0.01%
+11,633
New +$25.5K
LAB icon
1961
Standard BioTools
LAB
$340M
$21.9K ﹤0.01%
16,841
+1,155
+7% +$1.51K
INVZ icon
1962
Innoviz Technologies
INVZ
$95M
$20.6K ﹤0.01%
+10,083
New +$17.2K
VRA icon
1963
Vera Bradley
VRA
$97M
$20.4K ﹤0.01%
+10,153
New +$21.5K
SKIN icon
1964
SkinHealth Systems
SKIN
$88.8M
$20.1K ﹤0.01%
+10,079
New +$20.5K
GRWG icon
1965
GrowGeneration
GRWG
$86.5M
$20.1K ﹤0.01%
10,723
-905
-8% -$1.24K
HRTX icon
1966
Heron Therapeutics
HRTX
$93.9M
$18.7K ﹤0.01%
14,821
-898
-6% -$1.42K
MGNX icon
1967
MacroGenics
MGNX
$235M
$17.8K ﹤0.01%
+10,579
New +$17.1K
CGEN icon
1968
Compugen
CGEN
$222M
$17.2K ﹤0.01%
11,690
– –
NRDY icon
1969
Nerdy
NRDY
$106M
$17K ﹤0.01%
13,529
-806
-6% -$1.15K
ADV icon
1970
Advantage Solutions
ADV
$522M
$16.6K ﹤0.01%
434
+30
+7% +$1.25K
REKR icon
1971
Rekor Systems
REKR
$85.8M
$16.5K ﹤0.01%
+10,496
New +$13.3K
NINE
1972
DELISTED
Nine Energy Service
NINE
$15.9K ﹤0.01%
25,240
+8,359
+50% +$5.96K
OTLK icon
1973
Outlook Therapeutics
OTLK
$183M
$14.7K ﹤0.01%
13,892
+659
+5% +$1.14K
DCGO icon
1974
DocGo
DCGO
$64.3M
$14.5K ﹤0.01%
10,676
-4,399
-29% -$6.66K
MVIS icon
1975
Microvision
MVIS
$6.21M
$14.4K ﹤0.01%
+11,613
New +$13.8K
77 78
79
80 81

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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.