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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
FISV
201
Fiserv Inc
FISV
$28.8B
$8.13M 0.08%
63,044
-12,210
-16% -$1.75M
MUFG icon
202
Mitsubishi UFJ Financial
MUFG
$253B
$8.11M 0.08%
509,043
+25,423
+5% +$376K
UBS icon
203
UBS Group
UBS
$173B
$8M 0.08%
194,897
+13,800
+8% +$536K
GWW icon
204
W.W. Grainger
GWW
$65.3B
$7.89M 0.08%
8,273
-909
-10% -$913K
RSG icon
205
Republic Services
RSG
$64.8B
$7.86M 0.08%
34,259
-11
-0% -$2.58K
SPY icon
206
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$7.84M 0.08%
11,738
+3,257
+38% +$2.09M
FDX icon
207
FedEx
FDX
$72.7B
$7.84M 0.08%
33,228
+3,978
+14% +$917K
VOO icon
208
Vanguard S&P 500 ETF
VOO
$979B
$7.77M 0.08%
12,689
-3,243
-20% -$1.91M
RY icon
209
Royal Bank of Canada
RY
$291B
$7.76M 0.08%
52,694
+5,597
+12% +$772K
CSX icon
210
CSX Corp
CSX
$93.4B
$7.72M 0.08%
217,302
-3,001
-1% -$102K
NVO
211
Novo Nordisk
NVO
$208B
$7.7M 0.08%
138,672
-11,244
-8% -$658K
HLT icon
212
Hilton Worldwide
HLT
$72.1B
$7.67M 0.08%
29,570
+2,111
+8% +$571K
PSX icon
213
Phillips 66
PSX
$84.9B
$7.66M 0.08%
56,241
+3,294
+6% +$422K
IBN icon
214
ICICI Bank
IBN
$108B
$7.64M 0.08%
252,677
-30,017
-11% -$980K
SAN icon
215
Banco Santander
SAN
$202B
$7.6M 0.08%
724,982
+11,694
+2% +$109K
O icon
216
Realty Income
O
$59.6B
$7.57M 0.08%
124,482
+7,536
+6% +$439K
APD icon
217
Air Products & Chemicals
APD
$65.7B
$7.47M 0.08%
27,395
-3,171
-10% -$918K
EXC icon
218
Exelon
EXC
$46.9B
$7.37M 0.08%
163,730
+9,391
+6% +$412K
MSTR icon
219
Strategy Inc
MSTR
$34.1B
$7.35M 0.08%
22,799
-97
-0.4% -$36K
ED icon
220
Consolidated Edison
ED
$40.1B
$7.33M 0.08%
72,952
+2,098
+3% +$211K
PCAR icon
221
PACCAR
PCAR
$69.8B
$7.3M 0.07%
74,062
+4,127
+6% +$407K
CL icon
222
Colgate-Palmolive
CL
$73.1B
$7.29M 0.07%
91,151
-27,514
-23% -$2.35M
KMI icon
223
Kinder Morgan
KMI
$71.7B
$7.26M 0.07%
256,608
-1,168
-0.5% -$32K
VWO icon
224
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$7.17M 0.07%
132,291
+4,253
+3% +$219K
PAYX icon
225
Paychex
PAYX
$41.6B
$7.16M 0.07%
56,488
-8,104
-13% -$1.12M
7 8
9
10 11

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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.