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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
TWST icon
2051
Twist Bioscience
TWST
$5.7B
– –
-6,031
Closed -$222K
VCEL icon
2052
Vericel Corp
VCEL
$2.35B
– –
-4,784
Closed -$204K
VERU icon
2053
Veru
VERU
$36M
– –
-1,500
Closed -$8.72K
VIGL
2054
DELISTED
Vigil Neuroscience
VIGL
– –
-11,198
Closed -$89K
VIST icon
2055
Vista Energy
VIST
$7.84B
– –
-4,206
Closed -$201K
VOE icon
2056
Vanguard Morningstar Mid-Cap Value ETF
VOE
$23.7B
– –
-1,400
Closed -$230K
WBA
2057
DELISTED
Walgreens Boots Alliance
WBA
– –
-156,885
Closed -$1.8M
WOLF icon
2058
Wolfspeed
WOLF
$1.23B
– –
-21,895
Closed -$8.73K
WOR icon
2059
Worthington Enterprises
WOR
$2.75B
– –
-3,550
Closed -$226K
TVGN icon
2060
Tevogen Inc. Common Stock
TVGN
$29.7M
– –
-323
Closed -$20.2K
DJT icon
2061
Trump Media & Technology Group
DJT
$2.73B
– –
-11,219
Closed -$202K
ORKT
2062
Orangekloud Technology Inc
ORKT
$5.66M
– –
-4,435
Closed -$9.05K
WCT
2063
Wellchange Holdings
WCT
$3.63M
– –
-213
Closed -$1.93K
SNRE
2064
DELISTED
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
– –
-11,283
Closed -$792K
OCEA
2065
DELISTED
Ocean Biomedical, Inc. Common Stock
OCEA
– –
-310,445
Closed -$2.27K
PEV
2066
DELISTED
Phoenix Motor Inc. Common Stock
PEV
– –
-25,144
Closed -$3.54K
79 80 81 82
83

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IIM
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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
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RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
WAM
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HRCM
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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.