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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
CSX icon
201
CSX Corp
CSX
$93.5B
$8.31M 0.08%
229,295
+11,993
+6% +$429K
D icon
202
Dominion Energy
D
$61.4B
$8.3M 0.08%
141,745
+3,146
+2% +$190K
GWW icon
203
W.W. Grainger
GWW
$65.5B
$8.26M 0.08%
8,188
-85
-1% -$82.4K
AXON
204
Axon Enterprise
AXON
$42.4B
$8.22M 0.08%
14,471
+2,730
+23% +$1.69M
VOO icon
205
Vanguard S&P 500 ETF
VOO
$977B
$8.16M 0.08%
13,004
+315
+2% +$196K
KR icon
206
Kroger
KR
$35.4B
$8.15M 0.08%
130,388
+2,753
+2% +$180K
FCX icon
207
Freeport-McMoran
FCX
$90.2B
$8.13M 0.08%
160,022
+10,842
+7% +$470K
MUFG icon
208
Mitsubishi UFJ Financial
MUFG
$253B
$8.03M 0.08%
506,154
-2,889
-0.6% -$44.7K
EQIX icon
209
Equinix
EQIX
$102B
$8M 0.08%
10,437
-573
-5% -$449K
SYF icon
210
Synchrony
SYF
$24.8B
$7.8M 0.08%
93,464
+2,766
+3% +$211K
MET icon
211
MetLife
MET
$62.2B
$7.76M 0.08%
98,275
-408
-0.4% -$32.3K
RSG icon
212
Republic Services
RSG
$64.6B
$7.75M 0.08%
36,560
+2,301
+7% +$495K
STT icon
213
State Street
STT
$50.6B
$7.73M 0.08%
59,884
+2,823
+5% +$338K
BBVA icon
214
Banco Bilbao Vizcaya Argentaria
BBVA
$154B
$7.72M 0.08%
331,033
-3,896
-1% -$81.4K
VST icon
215
Vistra
VST
$50B
$7.7M 0.08%
47,699
-1,198
-2% -$218K
MDLZ icon
216
Mondelez International
MDLZ
$79.6B
$7.58M 0.07%
140,893
-46,203
-25% -$2.66M
ED icon
217
Consolidated Edison
ED
$40.3B
$7.57M 0.07%
76,175
+3,223
+4% +$320K
CLS icon
218
Celestica
CLS
$39.3B
$7.48M 0.07%
25,311
-428
-2% -$129K
MRVL icon
219
Marvell Technology
MRVL
$172B
$7.47M 0.07%
87,933
+6,233
+8% +$546K
PRU icon
220
Prudential Financial
PRU
$42.6B
$7.46M 0.07%
66,096
+4,773
+8% +$512K
XYL icon
221
Xylem
XYL
$27.5B
$7.44M 0.07%
54,648
-1,568
-3% -$226K
USB icon
222
US Bancorp
USB
$98.1B
$7.37M 0.07%
138,124
+3,779
+3% +$186K
EW icon
223
Edwards Lifesciences
EW
$49.7B
$7.33M 0.07%
86,019
+3,733
+5% +$306K
NKE icon
224
Nike
NKE
$62.1B
$7.31M 0.07%
114,763
-12,051
-10% -$786K
DAL icon
225
Delta Air Lines
DAL
$57.9B
$7.29M 0.07%
105,083
+7,326
+7% +$458K
7 8
9
10 11

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.