We are live on ! Find out more
Vanguard Personalized Indexing Management

Vanguard Personalized Indexing Management Portfolio holdings

AUM $12.2B
1-Year Est. Return 47.93%
This Fund
S&P 500
This Quarter Est. Return
+12.21%
1 Year Est. Return
+47.93%
3 Year Est. Return
+147.44%
5 Year Est. Return
+203.96%
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
NVDA icon
1
NVIDIA
NVDA
$5.52T
$665M 6.81%
3,560,233
+82,522
+2% +$14.4M
MSFT icon
2
Microsoft
MSFT
$3.79T
$581M 5.95%
1,121,025
+26,328
+2% +$13.4M
AAPL icon
3
Apple
AAPL
$4.79T
$572M 5.86%
2,246,305
+116,960
+5% +$26.4M
AMZN icon
4
Amazon
AMZN
$2.79T
$297M 3.04%
1,351,143
+43,798
+3% +$9.91M
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$4.19T
$263M 2.69%
1,080,177
+58,761
+6% +$12.3M
AVGO icon
6
Broadcom
AVGO
$1.7T
$256M 2.62%
773,421
+9,083
+1% +$2.79M
META icon
7
Meta Platforms (Facebook)
META
$1.56T
$235M 2.41%
320,139
+10,160
+3% +$7.56M
TSLA icon
8
Tesla
TSLA
$1.49T
$167M 1.71%
374,975
+6,552
+2% +$2.27M
JPM icon
9
JPMorgan Chase
JPM
$962B
$143M 1.46%
452,698
+10,042
+2% +$2.99M
GOOG icon
10
Alphabet (Google) Class C
GOOG
$4.15T
$136M 1.39%
555,650
+11,101
+2% +$2.33M
BRK.B icon
11
Berkshire Hathaway Class B
BRK.B
$1.09T
$113M 1.16%
225,059
+7,143
+3% +$3.46M
LLY icon
12
Eli Lilly
LLY
$1.03T
$91.2M 0.93%
119,436
-1,584
-1% -$1.18M
V icon
13
Visa
V
$707B
$90.7M 0.93%
264,795
+2,130
+0.8% +$737K
NFLX icon
14
Netflix
NFLX
$344B
$83.9M 0.86%
699,410
+2,180
+0.3% +$266K
ORCL icon
15
Oracle
ORCL
$444B
$77.7M 0.8%
276,013
+4,792
+2% +$1.22M
MA icon
16
Mastercard
MA
$513B
$76M 0.78%
133,585
+3,095
+2% +$1.78M
WMT icon
17
Walmart Inc
WMT
$860B
$73.6M 0.75%
713,287
+16,083
+2% +$1.6M
COST icon
18
Costco
COST
$410B
$66.1M 0.68%
71,363
-1,097
-2% -$1.05M
ABBV icon
19
AbbVie
ABBV
$460B
$65.8M 0.67%
283,988
+10,249
+4% +$2.09M
HD icon
20
Home Depot
HD
$317B
$58.8M 0.6%
145,038
+7,623
+6% +$3M
XOM icon
21
ExxonMobil
XOM
$667B
$57.7M 0.59%
509,345
+5,338
+1% +$593K
JNJ icon
22
Johnson & Johnson
JNJ
$671B
$57.1M 0.58%
307,241
+39,537
+15% +$6.77M
PLTR icon
23
Palantir
PLTR
$439B
$54.5M 0.56%
298,546
+4,070
+1% +$660K
BAC icon
24
Bank of America
BAC
$441B
$45.8M 0.47%
886,244
+22,014
+3% +$1.07M
PG icon
25
Procter & Gamble
PG
$341B
$45.2M 0.46%
293,881
-29,798
-9% -$4.65M
1
2 3 4 5

Similar funds

PI
PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 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.