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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
-0.43%
1 Year Est. Return
+34.45%
3 Year Est. Return
+115.18%
5 Year Est. Return
+162.91%
10 Year Est. Return
–
AUM
$10.2B
AUM Growth
-$62M
Cap. Flow
+$332M
Cap. Flow %
3.26%
Top 10 Hldgs %
31.22%
Holding
2,261
New
286
Increased
1,196
Reduced
670
Closed
96

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$19.7M
2
AAPL icon
Apple
AAPL
+$11.2M
3
COST icon
Costco
COST
+$9.17M
4
LLY icon
Eli Lilly
LLY
+$7.35M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.74M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$15.4M
2
EPD icon
Enterprise Products Partners
EPD
+$4.38M
3
UNH icon
UnitedHealth
UNH
+$3.43M
4
ACN icon
Accenture
ACN
+$2.82M
5
QCOM icon
Qualcomm
QCOM
+$2.8M

Sector Composition

Rank Sector Weight
1 Technology 31.59%
2 Financials 13.57%
3 Healthcare 9.62%
4 Communication Services 9.54%
5 Consumer Discretionary 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.91T
$653M 6.41%
3,744,688
+107,490
+3% +$19.7M
AAPL icon
2
Apple
AAPL
$4.9T
$599M 5.88%
2,361,852
+43,045
+2% +$11.2M
MSFT icon
3
Microsoft
MSFT
$2.93T
$408M 4%
1,101,572
-36,697
-3% -$15.4M
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$4.23T
$335M 3.29%
1,165,417
+21,436
+2% +$6.74M
AMZN icon
5
Amazon
AMZN
$2.66T
$291M 2.86%
1,397,497
+5,972
+0.4% +$1.31M
AVGO icon
6
Broadcom
AVGO
$1.76T
$250M 2.45%
806,796
+13,426
+2% +$4.42M
META icon
7
Meta Platforms (Facebook)
META
$1.64T
$189M 1.85%
330,130
+7,434
+2% +$4.76M
GOOG icon
8
Alphabet (Google) Class C
GOOG
$4.22T
$161M 1.58%
562,006
+13,523
+2% +$4.25M
JPM icon
9
JPMorgan Chase
JPM
$907B
$148M 1.45%
502,465
+18,917
+4% +$5.74M
TSLA icon
10
Tesla
TSLA
$1.43T
$146M 1.44%
394,023
+632
+0.2% +$260K
LLY icon
11
Eli Lilly
LLY
$1.05T
$130M 1.27%
141,070
+7,253
+5% +$7.35M
BRK.B icon
12
Berkshire Hathaway Class B
BRK.B
$1.06T
$115M 1.13%
240,293
+11,736
+5% +$5.76M
WMT icon
13
Walmart Inc
WMT
$909B
$98M 0.96%
788,704
+25,645
+3% +$3.15M
XOM icon
14
ExxonMobil
XOM
$611B
$96.8M 0.95%
570,305
+33,154
+6% +$4.84M
V icon
15
Visa
V
$682B
$86.7M 0.85%
286,872
+11,385
+4% +$3.66M
JNJ icon
16
Johnson & Johnson
JNJ
$609B
$84.2M 0.83%
344,313
+19,196
+6% +$4.47M
COST icon
17
Costco
COST
$417B
$78.3M 0.77%
78,605
+9,408
+14% +$9.17M
NFLX icon
18
Netflix
NFLX
$290B
$70.6M 0.69%
734,209
+31,139
+4% +$2.74M
MA icon
19
Mastercard
MA
$480B
$67.6M 0.66%
135,281
-171
-0.1% -$90.1K
ABBV icon
20
AbbVie
ABBV
$450B
$66.4M 0.65%
305,324
+11,790
+4% +$2.62M
CAT icon
21
Caterpillar
CAT
$405B
$57.5M 0.56%
81,130
+4,255
+6% +$2.95M
MU icon
22
Micron Technology
MU
$959B
$55.3M 0.54%
163,827
+7,766
+5% +$3.04M
CSCO icon
23
Cisco
CSCO
$441B
$51.8M 0.51%
667,751
+15,986
+2% +$1.25M
MRK icon
24
Merck
MRK
$315B
$49.3M 0.48%
409,858
+23,972
+6% +$2.77M
AMAT icon
25
Applied Materials
AMAT
$421B
$49.1M 0.48%
143,576
+1,056
+0.7% +$355K
1
2 3 4 5

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ACA
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IIM
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GI
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OIA
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BEI
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Vanguard Personalized Indexing Management's Q1 2026 Portfolio in Review

As of Q1 2026, Vanguard Personalized Indexing Management held 2,261 positions worth $10.2B, down 0.6% from $10.3B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Vanguard Personalized Indexing Management deployed $332M of net new capital in Q1 2026, opening 286 new positions and adding to 1,196 existing holdings. Its largest new stake was iShares ESG Aware MSCI EAFE ETF: 16,380 shares worth $1.57M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, down from 33% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Microsoft, an estimated $15.4M trimmed.

  • Vanguard Personalized Indexing Management's largest Q1 2026 buy was iShares ESG Aware MSCI EAFE ETF: 16,380 shares worth $1.57M.
  • Vanguard Personalized Indexing Management added most to NVIDIA in Q1 2026, an estimated $19.7M increase.
  • Vanguard Personalized Indexing Management's biggest Q1 2026 reduction was Microsoft, cutting an estimated $15.4M.
  • Vanguard Personalized Indexing Management fully exited Comerica in Q1 2026, selling an estimated $2.77M.
  • Vanguard Personalized Indexing Management's ten largest holdings make up 31% of its $10.2B portfolio in Q1 2026.
  • Vanguard Personalized Indexing Management opened 286 new positions and closed 96 in Q1 2026.
  • Vanguard Personalized Indexing Management's portfolio value fell 0.6% quarter-over-quarter to $10.2B.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.