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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
CHT icon
276
Chunghwa Telecom
CHT
$35B
$6.85M 0.06%
154,755
+23,120
+18% +$1.01M
SNOW icon
277
Snowflake
SNOW
$117B
$6.84M 0.06%
26,894
-267
-1% -$49.1K
FANG icon
278
Diamondback Energy
FANG
$54.6B
$6.81M 0.06%
38,770
+1,225
+3% +$238K
ODFL icon
279
Old Dominion Freight Line
ODFL
$36.2B
$6.81M 0.06%
31,433
-215
-0.7% -$46.4K
SKM icon
280
SK Telecom
SKM
$13.6B
$6.76M 0.06%
210,297
+46,116
+28% +$1.71M
F icon
281
Ford
F
$53.4B
$6.74M 0.06%
485,117
+30,572
+7% +$412K
TTWO icon
282
Take-Two Interactive
TTWO
$39.6B
$6.7M 0.06%
26,810
+5,442
+25% +$1.2M
MSCI icon
283
MSCI
MSCI
$39.3B
$6.69M 0.05%
11,939
+2,203
+23% +$1.29M
OKE icon
284
Oneok
OKE
$58.3B
$6.68M 0.05%
76,814
+4,125
+6% +$363K
WSM icon
285
Williams-Sonoma
WSM
$25.7B
$6.66M 0.05%
28,581
-3,431
-11% -$680K
SPOT icon
286
Spotify
SPOT
$113B
$6.64M 0.05%
14,469
-622
-4% -$297K
FERG icon
287
Ferguson
FERG
$41.6B
$6.6M 0.05%
27,790
-826
-3% -$199K
ADSK icon
288
Autodesk
ADSK
$46.1B
$6.57M 0.05%
33,814
-9,655
-22% -$2.21M
ALAB icon
289
Astera Labs
ALAB
$46.5B
$6.57M 0.05%
13,607
+1,937
+17% +$514K
DASH icon
290
DoorDash
DASH
$85.2B
$6.55M 0.05%
35,497
+626
+2% +$103K
RF icon
291
Regions Financial
RF
$24.2B
$6.53M 0.05%
216,365
+9,194
+4% +$258K
YUM icon
292
Yum! Brands
YUM
$37.7B
$6.44M 0.05%
40,273
-5,295
-12% -$820K
MFG icon
293
Mizuho Financial
MFG
$132B
$6.43M 0.05%
671,304
+40,349
+6% +$362K
KMB icon
294
Kimberly-Clark
KMB
$32.7B
$6.4M 0.05%
58,311
+3,803
+7% +$377K
CM icon
295
Canadian Imperial Bank of Commerce
CM
$103B
$6.4M 0.05%
55,649
+4,932
+10% +$541K
HUM icon
296
Humana
HUM
$46.2B
$6.35M 0.05%
15,979
+4,067
+34% +$1.16M
OXY icon
297
Occidental Petroleum
OXY
$59.4B
$6.31M 0.05%
129,880
+6,810
+6% +$387K
IRM icon
298
Iron Mountain
IRM
$33.5B
$6.28M 0.05%
49,684
+194
+0.4% +$23.8K
GRMN
299
Garmin
GRMN
$53.5B
$6.27M 0.05%
26,415
-2,567
-9% -$624K
TM icon
300
Toyota
TM
$228B
$6.26M 0.05%
37,177
-8,396
-18% -$1.59M
10 11
12
13 14

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.