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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
JNPR
2026
DELISTED
Juniper Networks
JNPR
– –
-50,194
Closed -$2M
KITT icon
2027
Nauticus Robotics
KITT
$5.97M
– –
-341
Closed -$22.2K
KMT icon
2028
Kennametal
KMT
$2.59B
– –
-8,928
Closed -$205K
KNTK icon
2029
Kinetik
KNTK
$3.72B
– –
-4,583
Closed -$202K
LESL icon
2030
Leslie's
LESL
$8.9M
– –
-2,554
Closed -$21.4K
LNZA icon
2031
LanzaTech
LNZA
$61.2M
– –
-346
Closed -$9.38K
MLGO
2032
MicroAlgo
MLGO
$44.5M
– –
-409
Closed -$6.25K
MRSN
2033
DELISTED
Mersana Therapeutics
MRSN
– –
-1,468
Closed -$10.9K
NOTE
2034
DELISTED
FiscalNote
NOTE
– –
-2,039
Closed -$13.1K
NOVA
2035
DELISTED
Sunnova Energy
NOVA
– –
-59,675
Closed -$36
PARAA
2036
DELISTED
Paramount Global Class A
PARAA
– –
-9,275
Closed -$213K
PARA
2037
DELISTED
Paramount Global Class B
PARA
– –
-292,730
Closed -$3.78M
PDSB icon
2038
PDS Biotechnology
PDSB
$38.4M
– –
-13,979
Closed -$18.6K
PEPG icon
2039
PepGen
PEPG
$122M
– –
-15,939
Closed -$17.7K
PPBI
2040
DELISTED
Pacific Premier Bancorp
PPBI
– –
-21,128
Closed -$446K
PRFX icon
2041
PRF Technologies Ltd
PRFX
$3.04M
– –
-2,747
Closed -$19.8K
PRGS icon
2042
Progress Software
PRGS
$1.66B
– –
-4,548
Closed -$290K
PSQH icon
2043
PSQ Holdings
PSQH
$13.9M
– –
-680
Closed -$20.9K
QMOM icon
2044
Alpha Architect US Quantitative Momentum ETF
QMOM
$422M
– –
-5,213
Closed -$339K
RANI icon
2045
Rani Therapeutics
RANI
$87M
– –
-15,396
Closed -$7.91K
RDFN
2046
DELISTED
Redfin
RDFN
– –
-23,458
Closed -$262K
SENS icon
2047
Senseonics Holdings Inc
SENS
$263M
– –
-543
Closed -$5.18K
SKX
2048
DELISTED
Skechers
SKX
– –
-13,709
Closed -$865K
SVC
2049
Service Properties Trust
SVC
$1.04B
– –
-2,229
Closed -$26.6K
TPIC
2050
DELISTED
TPI Composites
TPIC
– –
-21,635
Closed -$18.6K
79 80 81
82
83

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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.