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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
SAFE
2051
Safehold
SAFE
$1.16B
– –
-13,347
Closed -$207K
SAND
2052
DELISTED
Sandstorm Gold
SAND
– –
-28,236
Closed -$354K
SCPH
2053
DELISTED
scPharmaceuticals
SCPH
– –
-16,992
Closed -$96.3K
SERA icon
2054
Sera Prognostics
SERA
$79.9M
– –
-12,561
Closed -$38.4K
SGHC icon
2055
SGHC Ltd
SGHC
$7.11B
– –
-10,944
Closed -$144K
SHAK icon
2056
Shake Shack
SHAK
$2.53B
– –
-2,220
Closed -$208K
BNKK
2057
Bonk Inc
BNKK
$7.25M
– –
-449
Closed -$4.21K
SITC icon
2058
SITE Centers
SITC
$225M
– –
-10,591
Closed -$95.4K
SKIN icon
2059
SkinHealth Systems
SKIN
$88.8M
– –
-10,079
Closed -$20.1K
SNBR
2060
DELISTED
Sleep Number
SNBR
– –
-10,032
Closed -$70.4K
SNEX icon
2061
StoneX
SNEX
$9.26B
– –
-5,175
Closed -$233K
SPNS
2062
DELISTED
Sapiens International
SPNS
– –
-10,753
Closed -$462K
SPR
2063
DELISTED
Spirit AeroSystems
SPR
– –
-9,104
Closed -$351K
SRAD icon
2064
Sportradar
SRAD
$4.3B
– –
-9,658
Closed -$260K
STRO icon
2065
Sutro Biopharma
STRO
$401M
– –
-6,018
Closed -$52.3K
TGLS icon
2066
Tecnoglass Holdings Inc.
TGLS
$1.93B
– –
-3,013
Closed -$202K
TIXT
2067
DELISTED
TELUS International
TIXT
– –
-16,861
Closed -$75.5K
TV icon
2068
Televisa
TV
$1.48B
– –
-10,312
Closed -$27.7K
UAA icon
2069
Under Armour
UAA
$2.84B
– –
-13,524
Closed -$67.5K
UNIT
2070
Uniti Group
UNIT
$2.36B
– –
-10,878
Closed -$66.6K
BSIN
2071
Big Sky Industrial
BSIN
$59.6M
– –
-10,728
Closed -$12.7K
VAC icon
2072
Marriott Vacations Worldwide
VAC
$3.35B
– –
-6,553
Closed -$436K
VBR icon
2073
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.1B
– –
-2,027
Closed -$423K
VMEO
2074
DELISTED
Vimeo
VMEO
– –
-12,088
Closed -$93.7K
VONV icon
2075
Vanguard Russell 1000 Value ETF
VONV
$20.7B
– –
-2,619
Closed -$234K
80 81 82
83
84

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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 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.