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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
NUE icon
251
Nucor
NUE
$53.7B
$6.83M 0.07%
40,409
+296
+0.7% +$51.6K
CLS icon
252
Celestica
CLS
$38.6B
$6.79M 0.07%
24,088
-1,223
-5% -$355K
KB icon
253
KB Financial Group
KB
$41.8B
$6.78M 0.07%
68,020
+7,845
+13% +$788K
DELL icon
254
Dell
DELL
$285B
$6.74M 0.07%
41,078
+2,979
+8% +$397K
GRMN
255
Garmin
GRMN
$46.4B
$6.72M 0.07%
28,982
+3,633
+14% +$813K
BIIB icon
256
Biogen
BIIB
$29.2B
$6.68M 0.07%
36,413
-2,180
-6% -$402K
FERG icon
257
Ferguson
FERG
$44.5B
$6.67M 0.07%
28,616
-896
-3% -$218K
TFC icon
258
Truist Financial
TFC
$63.2B
$6.64M 0.07%
144,501
+5,253
+4% +$260K
FIX icon
259
Comfort Systems
FIX
$63B
$6.59M 0.06%
4,778
-102
-2% -$130K
XYL icon
260
Xylem
XYL
$27.6B
$6.58M 0.06%
55,041
+393
+0.7% +$51.5K
OKE icon
261
Oneok
OKE
$57.8B
$6.57M 0.06%
72,689
+3,830
+6% +$315K
BBVA icon
262
Banco Bilbao Vizcaya Argentaria
BBVA
$145B
$6.51M 0.06%
300,405
-30,628
-9% -$709K
SONY icon
263
Sony
SONY
$123B
$6.5M 0.06%
313,983
-43,331
-12% -$971K
JBL icon
264
Jabil
JBL
$33.4B
$6.49M 0.06%
24,448
+109
+0.4% +$27.5K
SHG icon
265
Shinhan Financial Group
SHG
$33.2B
$6.41M 0.06%
104,595
+12,182
+13% +$748K
HPE icon
266
Hewlett Packard
HPE
$63.7B
$6.3M 0.06%
264,534
+4,726
+2% +$105K
SYF icon
267
Synchrony
SYF
$23.7B
$6.28M 0.06%
92,377
-1,087
-1% -$79K
RMD icon
268
ResMed
RMD
$28B
$6.28M 0.06%
27,963
-1,327
-5% -$331K
AME icon
269
Ametek
AME
$54.3B
$6.26M 0.06%
29,216
+561
+2% +$125K
ODFL icon
270
Old Dominion Freight Line
ODFL
$48.4B
$6.18M 0.06%
31,648
+876
+3% +$163K
PEG icon
271
Public Service Enterprise Group
PEG
$39.7B
$6.13M 0.06%
75,736
+2,547
+3% +$209K
UAL icon
272
United Airlines
UAL
$38.1B
$6.06M 0.06%
65,774
+821
+1% +$86K
ROK icon
273
Rockwell Automation
ROK
$51B
$6M 0.06%
16,729
-181
-1% -$71.4K
AJG icon
274
Arthur J. Gallagher & Co
AJG
$62.3B
$5.98M 0.06%
27,599
+723
+3% +$167K
DOW icon
275
Dow Inc
DOW
$22.5B
$5.97M 0.06%
143,398
+6,857
+5% +$217K
9 10
11
12 13

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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
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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.