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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
BRFS
2001
DELISTED
BRF SA
BRFS
– –
-29,580
Closed -$108K
BROS icon
2002
Dutch Bros
BROS
$9.03B
– –
-3,547
Closed -$243K
CHPT icon
2003
ChargePoint
CHPT
$141M
– –
-1,420
Closed -$20K
CHX
2004
DELISTED
ChampionX
CHX
– –
-13,999
Closed -$348K
CRK icon
2005
Comstock Resources
CRK
$3.89B
– –
-8,398
Closed -$232K
CXAI icon
2006
CXApp
CXAI
$13.4M
– –
-25,796
Closed -$27.6K
DFAU icon
2007
Dimensional US Core Equity Market ETF
DFAU
$12.4B
– –
-10,680
Closed -$452K
DNB
2008
DELISTED
Dun & Bradstreet
DNB
– –
-18,979
Closed -$173K
DNUT icon
2009
Krispy Kreme
DNUT
$548M
– –
-10,294
Closed -$30K
EAF icon
2010
GrafTech
EAF
$175M
– –
-2,753
Closed -$26.8K
EFG icon
2011
iShares MSCI EAFE Growth ETF
EFG
$16.6B
– –
-4,180
Closed -$468K
ESGR
2012
DELISTED
Enstar Group
ESGR
– –
-1,145
Closed -$385K
FSLY icon
2013
Fastly Inc
FSLY
$3.55B
– –
-10,452
Closed -$73.8K
GMEX
2014
GMEX Robotics
GMEX
$1.18M
– –
-8
Closed -$34.2K
GMS
2015
DELISTED
GMS Inc
GMS
– –
-3,091
Closed -$336K
GOGL
2016
DELISTED
Golden Ocean Group
GOGL
– –
-13,193
Closed -$96.6K
HAE icon
2017
Haemonetics
HAE
$3.89B
– –
-4,504
Closed -$336K
HES
2018
DELISTED
Hess
HES
– –
-35,182
Closed -$4.87M
IDT icon
2019
IDT Corp
IDT
$1.64B
– –
-3,794
Closed -$259K
IGMS
2020
DELISTED
IGM Biosciences
IGMS
– –
-14,919
Closed -$16.7K
INSP icon
2021
Inspire Medical Systems
INSP
$1.45B
– –
-2,360
Closed -$306K
INZY
2022
DELISTED
Inozyme Pharma
INZY
– –
-22,047
Closed -$88.2K
IRDM icon
2023
Iridium Communications
IRDM
$5.02B
– –
-9,158
Closed -$276K
IVAL icon
2024
Alpha Architect International Quantitative Value ETF
IVAL
$221M
– –
-16,492
Closed -$460K
IXUS icon
2025
iShares Core MSCI Total International Stock ETF
IXUS
$58.3B
– –
-2,887
Closed -$223K
79 80
81
82 83

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 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.