We are live on ! Find out more
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
RY icon
176
Royal Bank of Canada
RY
$291B
$9.39M 0.09%
55,105
+2,411
+5% +$370K
NET icon
177
Cloudflare
NET
$99B
$9.34M 0.09%
47,371
-76
-0.2% -$16.1K
REGN icon
178
Regeneron Pharmaceuticals
REGN
$78.5B
$9.24M 0.09%
11,973
+901
+8% +$612K
HLT icon
179
Hilton Worldwide
HLT
$72.1B
$9.23M 0.09%
32,142
+2,572
+9% +$700K
SONY icon
180
Sony
SONY
$137B
$9.15M 0.09%
357,314
-16,559
-4% -$465K
LHX icon
181
L3Harris
LHX
$51.6B
$9.03M 0.09%
30,748
+1,106
+4% +$320K
MPWR icon
182
Monolithic Power Systems
MPWR
$70.1B
$8.98M 0.09%
9,910
+666
+7% +$641K
CBRE icon
183
CBRE Group
CBRE
$42.5B
$8.92M 0.09%
55,474
+1,479
+3% +$233K
UBS icon
184
UBS Group
UBS
$173B
$8.84M 0.09%
190,979
-3,918
-2% -$158K
ROST icon
185
Ross Stores
ROST
$80.5B
$8.83M 0.09%
49,041
+5,410
+12% +$903K
EA icon
186
Electronic Arts
EA
$53B
$8.83M 0.09%
43,218
+1,173
+3% +$237K
CL icon
187
Colgate-Palmolive
CL
$73.1B
$8.78M 0.09%
111,164
+20,013
+22% +$1.57M
DASH icon
188
DoorDash
DASH
$85.5B
$8.78M 0.09%
38,773
-626
-2% -$147K
NSC icon
189
Norfolk Southern
NSC
$75.4B
$8.76M 0.09%
30,358
+583
+2% +$169K
SPOT icon
190
Spotify
SPOT
$103B
$8.73M 0.09%
15,027
+12
+0.1% +$7.5K
PCAR icon
191
PACCAR
PCAR
$69.8B
$8.71M 0.09%
79,535
+5,473
+7% +$561K
WBD icon
192
Warner Bros
WBD
$65.9B
$8.71M 0.08%
302,136
+64,329
+27% +$1.5M
FAST icon
193
Fastenal
FAST
$54.7B
$8.69M 0.08%
216,589
+3,374
+2% +$142K
VLO icon
194
Valero Energy
VLO
$92.9B
$8.62M 0.08%
52,973
+486
+0.9% +$82.3K
FTNT icon
195
Fortinet
FTNT
$119B
$8.59M 0.08%
108,146
+1,354
+1% +$112K
HOOD icon
196
Robinhood
HOOD
$77.8B
$8.55M 0.08%
75,636
+6,296
+9% +$819K
SAN icon
197
Banco Santander
SAN
$202B
$8.53M 0.08%
727,361
+2,379
+0.3% +$25.3K
PSX icon
198
Phillips 66
PSX
$84.9B
$8.46M 0.08%
65,533
+9,292
+17% +$1.25M
IBN icon
199
ICICI Bank
IBN
$108B
$8.4M 0.08%
281,752
+29,075
+12% +$892K
SHW icon
200
Sherwin-Williams
SHW
$82.7B
$8.36M 0.08%
25,810
-482
-2% -$161K
6 7
8
9 10

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.