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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
+26.62%
1 Year Est. Return
+47.93%
3 Year Est. Return
+147.44%
5 Year Est. Return
+203.96%
10 Year Est. Return
–
AUM
$12.2B
AUM Growth
+$2B
Cap. Flow
+$438M
Cap. Flow %
3.6%
Top 10 Hldgs %
30.96%
Holding
2,354
New
189
Increased
1,270
Reduced
768
Closed
112

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$30.4M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$26.6M
3
NVDA icon
NVIDIA
NVDA
+$19.4M
4
AMZN icon
Amazon
AMZN
+$15.7M
5
JPM icon
JPMorgan Chase
JPM
+$12.5M

Top Sells

Rank Stock Value
1
HON icon
Honeywell
HON
+$9.9M
2
CMCSA icon
Comcast
CMCSA
+$4.01M
3
COST icon
Costco
COST
+$3.57M
4
CTRA
Coterra Energy
CTRA
+$3.49M
5
MCD icon
McDonald's
MCD
+$3.31M

Sector Composition

Rank Sector Weight
1 Technology 36.45%
2 Financials 13.11%
3 Industrials 9.27%
4 Healthcare 9.07%
5 Communication Services 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KMI icon
226
Kinder Morgan
KMI
$68.8B
$8.86M 0.07%
277,159
+303
+0.1% +$9.77K
AON icon
227
Aon
AON
$63.9B
$8.8M 0.07%
26,534
-491
-2% -$158K
BSX icon
228
Boston Scientific
BSX
$64.4B
$8.67M 0.07%
203,062
-12,013
-6% -$652K
TGT icon
229
Target
TGT
$70.4B
$8.64M 0.07%
66,163
+3,285
+5% +$417K
DHI icon
230
D.R. Horton
DHI
$39.8B
$8.61M 0.07%
52,840
+2,545
+5% +$380K
UPS icon
231
United Parcel Service
UPS
$84.9B
$8.58M 0.07%
79,794
+5,063
+7% +$526K
CRH icon
232
CRH
CRH
$59.1B
$8.54M 0.07%
79,823
-3,248
-4% -$357K
MKSI icon
233
MKS Inc
MKSI
$16.2B
$8.51M 0.07%
19,130
+142
+0.7% +$44.4K
EXC icon
234
Exelon
EXC
$44B
$8.5M 0.07%
182,426
+19,954
+12% +$923K
COHR icon
235
Coherent
COHR
$57.4B
$8.49M 0.07%
21,521
+860
+4% +$304K
MDT icon
236
Medtronic
MDT
$121B
$8.4M 0.07%
107,336
-18,253
-15% -$1.47M
AMT icon
237
American Tower
AMT
$83.5B
$8.36M 0.07%
51,117
-1,167
-2% -$210K
WBD icon
238
Warner Bros
WBD
$70.3B
$8.31M 0.07%
311,541
-9,606
-3% -$260K
HOOD icon
239
Robinhood
HOOD
$94.7B
$8.1M 0.07%
80,724
+6,832
+9% +$572K
VOO icon
240
Vanguard S&P 500 ETF
VOO
$1.04T
$8.08M 0.07%
11,771
-174
-1% -$116K
RSG icon
241
Republic Services
RSG
$68.3B
$8.07M 0.07%
37,884
-2,748
-7% -$574K
BBVA icon
242
Banco Bilbao Vizcaya Argentaria
BBVA
$158B
$8M 0.07%
319,414
+19,009
+6% +$434K
SAP icon
243
SAP
SAP
$249B
$8M 0.07%
51,911
+2,975
+6% +$507K
BIIB icon
244
Biogen
BIIB
$32.2B
$8M 0.07%
37,015
+602
+2% +$115K
KR icon
245
Kroger
KR
$36.6B
$7.99M 0.07%
143,963
+9,763
+7% +$637K
EW icon
246
Edwards Lifesciences
EW
$51.1B
$7.98M 0.07%
88,167
+1,802
+2% +$151K
VST icon
247
Vistra
VST
$47.7B
$7.93M 0.07%
49,989
+989
+2% +$153K
VWO icon
248
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$7.89M 0.06%
132,222
-3,404
-3% -$200K
APD icon
249
Air Products & Chemicals
APD
$64.4B
$7.89M 0.06%
26,908
-843
-3% -$245K
BE icon
250
Bloom Energy
BE
$80B
$7.83M 0.06%
25,883
+3,294
+15% +$844K
8 9
10
11 12

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 Q2 2026 Portfolio in Review

As of Q2 2026, Vanguard Personalized Indexing Management held 2,354 positions worth $12.2B, up 20% from $10.2B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Vanguard Personalized Indexing Management deployed $438M of net new capital in Q2 2026, opening 189 new positions and adding to 1,270 existing holdings. Its largest new stake was Honeywell Aerospace: 44,382 shares worth $9.81M.

By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 32% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was Honeywell, an estimated $9.9M trimmed.

  • Vanguard Personalized Indexing Management's largest Q2 2026 buy was Honeywell Aerospace: 44,382 shares worth $9.81M.
  • Vanguard Personalized Indexing Management added most to Apple in Q2 2026, an estimated $30.4M increase.
  • Vanguard Personalized Indexing Management's biggest Q2 2026 reduction was Honeywell, cutting an estimated $9.9M.
  • Vanguard Personalized Indexing Management fully exited Coterra Energy in Q2 2026, selling an estimated $3.49M.
  • Vanguard Personalized Indexing Management's ten largest holdings make up 31% of its $12.2B portfolio in Q2 2026.
  • Vanguard Personalized Indexing Management opened 189 new positions and closed 112 in Q2 2026.
  • Vanguard Personalized Indexing Management's portfolio value rose 20% quarter-over-quarter to $12.2B.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.