BasisRoute my position

Vanguard

Vanguard Personalized Indexing

Open

Claim this listingManager's website
Assets
$11.4B
Fee a year
0.13%–0.20%
Minimum
$250K
Tracking error
Not disclosed
Accounts
4,085
Open to
Anyone
Lock-up
None
Holdings
Not disclosed
Benchmark
Not disclosed
Custodians
Not disclosed
Access
Through an advisor
Launched
Not disclosed
Assets, in detail
As of 2025-12. $11.35B discretionary AUM (2025-12-31), VPIM Form ADV Part 2A (2026-07-22), in 4,085 accounts (Form ADV Part 1). VPIM's 13F reports $12.19B of US-listed securities at 2026-06-30.
Fee schedule
VPIM Form ADV Part 2A: 0.20% to 0.15% by the advisor's total assets with VPIM (custom above $500M), and 0.15% to 0.13% for single accounts of $10M or more. The advisor's own fee is extra.
Tracking error, method
Not disclosed.
Capacity and queue
Preferred minimum $250,000. Accounts that come through a TAMP need $1,000,000 (VPIM Form ADV Part 2A, 2026-07-22).

Assets over time

$0$5B$10B$15B2022-122026-062022-12: $2.42B. VPIM 13F value, US-listed securities2023-12: $3.85B. VPIM 13F value, US-listed securities2024-12: $6.62B. VPIM 13F value, US-listed securities2025-12: $10.3B. VPIM 13F value, US-listed securities2026-06: $12.2B. VPIM 13F value, US-listed securities$12.2B

Sources

Checked 2026-10. Confidence: high.

Where to get it

The same product costs a different amount through each door. The all-in fee adds the access provider's own fee to the product fee. Placement fees, financing, and fund expenses are extra.

No access provider in our data names this product yet.

Other direct indexing