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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
AAT
1976
American Assets Trust
AAT
$1.45B
– –
-10,005
Closed -$203K
ACHC icon
1977
Acadia Healthcare
ACHC
$2.76B
– –
-20,008
Closed -$495K
ACWI icon
1978
iShares MSCI ACWI ETF
ACWI
$32.9B
– –
-36,155
Closed -$5M
ADVM
1979
DELISTED
Adverum Biotechnologies
ADVM
– –
-12,805
Closed -$58K
AI icon
1980
C3.ai
AI
$1.43B
– –
-11,149
Closed -$193K
AIRS icon
1981
AirSculpt Technologies
AIRS
$339M
– –
-10,370
Closed -$83.2K
AKRO
1982
DELISTED
Akero Therapeutics
AKRO
– –
-4,484
Closed -$213K
ALE
1983
DELISTED
Allete
ALE
– –
-12,603
Closed -$837K
ALG icon
1984
Alamo Group
ALG
$1.94B
– –
-1,064
Closed -$203K
AMSC icon
1985
American Superconductor
AMSC
$1.42B
– –
-3,385
Closed -$201K
ANGI icon
1986
Angi Inc
ANGI
$229M
– –
-10,595
Closed -$174K
APLT
1987
DELISTED
Applied Therapeutics
APLT
– –
-16,244
Closed -$9.83K
ATHM icon
1988
Autohome
ATHM
$2.67B
– –
-7,700
Closed -$220K
OPTU
1989
Optimum Communications Inc
OPTU
$298M
– –
-14,079
Closed -$33.9K
BANF icon
1990
BancFirst
BANF
$3.79B
– –
-1,847
Closed -$234K
BMEA icon
1991
Biomea Fusion
BMEA
$84.6M
– –
-16,044
Closed -$32.4K
BNTX icon
1992
BioNTech
BNTX
$22.9B
– –
-2,164
Closed -$213K
BOTZ icon
1993
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.28B
– –
-9,000
Closed -$319K
BRY
1994
DELISTED
Berry Corp
BRY
– –
-56,987
Closed -$215K
CABO icon
1995
Cable One
CABO
$227M
– –
-1,897
Closed -$336K
CALX icon
1996
Calix
CALX
$2.26B
– –
-3,344
Closed -$205K
CDLX icon
1997
Cardlytics
CDLX
$21.7M
– –
-1,063
Closed -$25.8K
CLBK icon
1998
Columbia Financial
CLBK
$1.12B
– –
-10,178
Closed -$153K
CNXC icon
1999
Concentrix
CNXC
$1.5B
– –
-12,085
Closed -$558K
COOP
2000
DELISTED
Mr. Cooper
COOP
– –
-9,949
Closed -$2.1M
78 79
80
81 82

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.