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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
CWT icon
2001
California Water Service
CWT
$3.1B
– –
-5,752
Closed -$264K
DTIL icon
2002
Precision BioSciences
DTIL
$180M
– –
-13,127
Closed -$72.5K
DV icon
2003
DoubleVerify
DV
$1.73B
– –
-13,561
Closed -$162K
EEFT icon
2004
Euronet Worldwide
EEFT
$2.72B
– –
-2,621
Closed -$230K
ELP
2005
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
– –
-22,768
Closed -$223K
ENR icon
2006
Energizer
ENR
$1.44B
– –
-8,185
Closed -$204K
EPM icon
2007
Evolution Petroleum
EPM
$132M
– –
-25,495
Closed -$123K
FIVN icon
2008
FIVE9
FIVN
$2.11B
– –
-9,499
Closed -$230K
FMC icon
2009
FMC
FMC
$1.34B
– –
-8,557
Closed -$288K
FORR icon
2010
Forrester Research
FORR
$223M
– –
-11,748
Closed -$125K
LKFT
2011
Lakefront Biotherapeutics American Depositary Shares
LKFT
$1.78B
– –
-6,106
Closed -$212K
HBI
2012
DELISTED
Hanesbrands
HBI
– –
-25,235
Closed -$166K
HLMN icon
2013
Hillman Solutions
HLMN
$1.54B
– –
-10,436
Closed -$95.8K
HLX icon
2014
Helix Energy Solutions
HLX
$1.4B
– –
-11,284
Closed -$74K
HPP
2015
Hudson Pacific Properties
HPP
$747M
– –
-4,862
Closed -$93.9K
INFA
2016
DELISTED
Informatica
INFA
– –
-14,419
Closed -$358K
IPG
2017
DELISTED
Interpublic Group of Companies
IPG
– –
-33,684
Closed -$940K
IWF icon
2018
iShares Russell 1000 Growth ETF
IWF
$121B
– –
-3,068
Closed -$359K
IYE icon
2019
iShares US Energy ETF
IYE
$1.74B
– –
-5,071
Closed -$241K
IYW icon
2020
iShares US Technology ETF
IYW
$23.6B
– –
-10,722
Closed -$2.1M
JBLU icon
2021
JetBlue
JBLU
$2.28B
– –
-10,098
Closed -$49.7K
K
2022
DELISTED
Kellanova
K
– –
-57,650
Closed -$4.73M
KLXE icon
2023
KLX Energy Services
KLXE
$45M
– –
-21,452
Closed -$41.2K
KRNY icon
2024
Kearny Financial
KRNY
$604M
– –
-16,526
Closed -$109K
LAZR
2025
DELISTED
Luminar Technologies
LAZR
– –
-20,728
Closed -$39.6K
79 80
81
82 83

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ACA
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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.