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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
NVDA icon
1
NVIDIA
NVDA
$4.91T
$678M 6.62%
3,637,198
+76,965
+2% +$14.3M
AAPL icon
2
Apple
AAPL
$4.9T
$630M 6.15%
2,318,807
+72,502
+3% +$19.5M
MSFT icon
3
Microsoft
MSFT
$2.93T
$550M 5.37%
1,138,269
+17,244
+2% +$8.64M
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$4.23T
$358M 3.49%
1,143,981
+63,804
+6% +$18.2M
AMZN icon
5
Amazon
AMZN
$2.66T
$321M 3.13%
1,391,525
+40,382
+3% +$9.24M
AVGO icon
6
Broadcom
AVGO
$1.76T
$275M 2.68%
793,370
+19,949
+3% +$7.13M
META icon
7
Meta Platforms (Facebook)
META
$1.64T
$213M 2.08%
322,696
+2,557
+0.8% +$1.71M
TSLA icon
8
Tesla
TSLA
$1.43T
$177M 1.73%
393,391
+18,416
+5% +$8.16M
GOOG icon
9
Alphabet (Google) Class C
GOOG
$4.22T
$172M 1.68%
548,483
-7,167
-1% -$2.05M
JPM icon
10
JPMorgan Chase
JPM
$907B
$156M 1.52%
483,548
+30,850
+7% +$9.55M
LLY icon
11
Eli Lilly
LLY
$1.05T
$144M 1.4%
133,817
+14,381
+12% +$13.8M
BRK.B icon
12
Berkshire Hathaway Class B
BRK.B
$1.06T
$115M 1.12%
228,557
+3,498
+2% +$1.74M
V icon
13
Visa
V
$682B
$96.6M 0.94%
275,487
+10,692
+4% +$3.64M
WMT icon
14
Walmart Inc
WMT
$909B
$85M 0.83%
763,059
+49,772
+7% +$5.34M
MA icon
15
Mastercard
MA
$480B
$77.3M 0.75%
135,452
+1,867
+1% +$1.04M
JNJ icon
16
Johnson & Johnson
JNJ
$609B
$67.3M 0.66%
325,117
+17,876
+6% +$3.53M
ABBV icon
17
AbbVie
ABBV
$450B
$67.1M 0.65%
293,534
+9,546
+3% +$2.17M
NFLX icon
18
Netflix
NFLX
$290B
$65.9M 0.64%
703,070
+3,660
+0.5% +$395K
XOM icon
19
ExxonMobil
XOM
$611B
$64.6M 0.63%
537,151
+27,806
+5% +$3.23M
COST icon
20
Costco
COST
$417B
$59.7M 0.58%
69,197
-2,166
-3% -$1.96M
PLTR icon
21
Palantir
PLTR
$317B
$56.1M 0.55%
315,385
+16,839
+6% +$3.05M
ORCL icon
22
Oracle
ORCL
$364B
$54.3M 0.53%
278,551
+2,538
+0.9% +$604K
BAC icon
23
Bank of America
BAC
$430B
$51.3M 0.5%
933,304
+47,060
+5% +$2.49M
CSCO icon
24
Cisco
CSCO
$441B
$50.2M 0.49%
651,765
+36,307
+6% +$2.69M
AMD icon
25
Advanced Micro Devices
AMD
$808B
$48.6M 0.47%
226,714
+18,059
+9% +$4.06M
1
2 3 4 5

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ACA
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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
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BEI
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RI
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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.