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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
LEGN icon
2026
Legend Biotech
LEGN
$3.59B
– –
-7,345
Closed -$240K
LFT
2027
Lument Finance Trust
LFT
$34.6M
– –
-11,633
Closed -$23.5K
LNW
2028
DELISTED
Light & Wonder
LNW
– –
-7,829
Closed -$657K
LRN icon
2029
Stride
LRN
$3.41B
– –
-2,987
Closed -$445K
LUCD icon
2030
Lucid Diagnostics
LUCD
$166M
– –
-11,536
Closed -$11.7K
MRUS
2031
DELISTED
Merus
MRUS
– –
-2,201
Closed -$207K
MTAL
2032
DELISTED
Metals Acquisition
MTAL
– –
-47,719
Closed -$583K
MVIS icon
2033
Microvision
MVIS
$6.21M
– –
-11,613
Closed -$14.4K
NABL icon
2034
N-able
NABL
$882M
– –
-10,550
Closed -$82.3K
NAT icon
2035
Nordic American Tanker
NAT
$1.38B
– –
-10,340
Closed -$32.5K
NEOG icon
2036
Neogen
NEOG
$2.63B
– –
-12,128
Closed -$69.3K
NFBK
2037
DELISTED
Northfield Bancorp
NFBK
– –
-11,004
Closed -$130K
NFE icon
2038
New Fortress Energy
NFE
$92.1M
– –
-13,053
Closed -$28.8K
NINE
2039
DELISTED
Nine Energy Service
NINE
– –
-25,240
Closed -$15.9K
NKTR icon
2040
Nektar Therapeutics
NKTR
$2.39B
– –
-3,911
Closed -$223K
NTLA icon
2041
Intellia Therapeutics
NTLA
$1.49B
– –
-10,995
Closed -$190K
NVAX icon
2042
Novavax
NVAX
$1.2B
– –
-12,755
Closed -$111K
OPRA
2043
Opera Ltd
OPRA
$1.69B
– –
-10,379
Closed -$214K
PCH
2044
DELISTED
PotlatchDeltic
PCH
– –
-5,840
Closed -$238K
PINC
2045
DELISTED
Premier
PINC
– –
-14,689
Closed -$408K
PSNY icon
2046
Polestar Automotive Holding UK
PSNY
$2.09B
– –
-2,164
Closed -$61K
QFIN icon
2047
Qfin Holdings
QFIN
$1.69B
– –
-8,478
Closed -$244K
RCKT icon
2048
Rocket Pharmaceuticals
RCKT
$340M
– –
-10,418
Closed -$34K
RMR icon
2049
The RMR Group
RMR
$325M
– –
-11,252
Closed -$177K
RXO icon
2050
RXO
RXO
$3.34B
– –
-13,109
Closed -$202K
80 81
82
83 84

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.