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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
FTNT icon
176
Fortinet
FTNT
$119B
$8.98M 0.09%
106,792
-13,568
-11% -$1.21M
TDG icon
177
TransDigm Group
TDG
$70.2B
$8.97M 0.09%
6,808
-269
-4% -$385K
NSC icon
178
Norfolk Southern
NSC
$75.4B
$8.95M 0.09%
29,775
-668
-2% -$186K
VLO icon
179
Valero Energy
VLO
$92.9B
$8.94M 0.09%
52,487
+3,292
+7% +$491K
AJG icon
180
Arthur J. Gallagher & Co
AJG
$64.1B
$8.89M 0.09%
28,706
+746
+3% +$225K
HSBC icon
181
HSBC
HSBC
$365B
$8.86M 0.09%
124,835
+7,196
+6% +$468K
NKE icon
182
Nike
NKE
$61.9B
$8.84M 0.09%
126,814
+14,151
+13% +$1.05M
SHOP icon
183
Shopify
SHOP
$152B
$8.81M 0.09%
59,299
+4,051
+7% +$549K
STX icon
184
Seagate
STX
$194B
$8.81M 0.09%
37,324
+1,014
+3% +$173K
BMY icon
185
Bristol-Myers Squibb
BMY
$133B
$8.8M 0.09%
195,127
-39,579
-17% -$1.85M
TM icon
186
Toyota
TM
$224B
$8.78M 0.09%
45,959
+1,748
+4% +$329K
CRH icon
187
CRH
CRH
$63.2B
$8.75M 0.09%
72,998
+6,714
+10% +$709K
EQIX icon
188
Equinix
EQIX
$101B
$8.63M 0.09%
11,010
-1,103
-9% -$862K
KR icon
189
Kroger
KR
$35.4B
$8.6M 0.09%
127,635
+521
+0.4% +$36.3K
MAR icon
190
Marriott International
MAR
$98.3B
$8.59M 0.09%
32,961
+1,194
+4% +$321K
MPWR icon
191
Monolithic Power Systems
MPWR
$70.1B
$8.51M 0.09%
9,244
+242
+3% +$196K
CBRE icon
192
CBRE Group
CBRE
$42.5B
$8.51M 0.09%
53,995
+4,488
+9% +$694K
EA icon
193
Electronic Arts
EA
$53B
$8.48M 0.09%
42,045
+1,562
+4% +$259K
D icon
194
Dominion Energy
D
$60.8B
$8.48M 0.09%
138,599
+4,565
+3% +$271K
AXON
195
Axon Enterprise
AXON
$42.5B
$8.43M 0.09%
11,741
+141
+1% +$107K
RMD icon
196
ResMed
RMD
$30.6B
$8.36M 0.09%
30,531
-199
-0.6% -$54.4K
XYL icon
197
Xylem
XYL
$27.3B
$8.29M 0.08%
56,216
+8,960
+19% +$1.24M
DHI icon
198
D.R. Horton
DHI
$40B
$8.23M 0.08%
48,570
+4,002
+9% +$629K
ZTS icon
199
Zoetis
ZTS
$32.4B
$8.2M 0.08%
56,011
-13,314
-19% -$2.01M
MET icon
200
MetLife
MET
$61.9B
$8.14M 0.08%
98,683
-2,959
-3% -$233K
6 7
8
9 10

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IIM
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GI
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OIA
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RA
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RI
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WAM
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HRCM
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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.