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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
SCCO icon
276
Southern Copper
SCCO
$153B
$5.91M 0.06%
34,673
-844
-2% -$154K
PHM icon
277
Pultegroup
PHM
$24.1B
$5.88M 0.06%
49,965
+929
+2% +$119K
LITE icon
278
Lumentum
LITE
$64.6B
$5.87M 0.06%
8,358
+978
+13% +$537K
WSM icon
279
Williams-Sonoma
WSM
$26.2B
$5.84M 0.06%
32,012
+2,758
+9% +$551K
TPR icon
280
Tapestry
TPR
$29B
$5.79M 0.06%
41,028
+1,034
+3% +$147K
XEL icon
281
Xcel Energy
XEL
$50.1B
$5.76M 0.06%
72,519
-1,398
-2% -$110K
CARR icon
282
Carrier Global
CARR
$56.6B
$5.76M 0.06%
102,285
+7,903
+8% +$468K
ZTS icon
283
Zoetis
ZTS
$31.1B
$5.73M 0.06%
48,491
+2,650
+6% +$328K
IVV icon
284
iShares Core S&P 500 ETF
IVV
$886B
$5.71M 0.06%
8,738
+197
+2% +$135K
WAB icon
285
Wabtec
WAB
$49B
$5.69M 0.06%
22,756
+1,390
+7% +$336K
CHT icon
286
Chunghwa Telecom
CHT
$33.2B
$5.56M 0.05%
131,635
+6,904
+6% +$294K
APA icon
287
APA Corp
APA
$12.8B
$5.53M 0.05%
130,332
-537
-0.4% -$16.2K
VRSN icon
288
VeriSign
VRSN
$23.9B
$5.5M 0.05%
22,134
+777
+4% +$185K
RF icon
289
Regions Financial
RF
$26.3B
$5.41M 0.05%
207,171
+21,373
+12% +$597K
NKE icon
290
Nike
NKE
$62.6B
$5.38M 0.05%
101,941
-12,822
-11% -$777K
CASY icon
291
Casey's General Stores
CASY
$31.7B
$5.36M 0.05%
7,358
+550
+8% +$358K
PRU icon
292
Prudential Financial
PRU
$41.3B
$5.35M 0.05%
54,758
-11,338
-17% -$1.17M
CMG icon
293
Chipotle Mexican Grill
CMG
$41.3B
$5.33M 0.05%
166,419
+1,707
+1% +$63.1K
SU icon
294
Suncor Energy
SU
$76.4B
$5.29M 0.05%
79,997
-1,049
-1% -$58K
HUBB icon
295
Hubbell
HUBB
$25.2B
$5.28M 0.05%
10,766
-52
-0.5% -$25.5K
ACGL icon
296
Arch Capital
ACGL
$34.5B
$5.27M 0.05%
54,923
+3,437
+7% +$329K
TROW icon
297
T. Rowe Price
TROW
$24.9B
$5.27M 0.05%
58,479
-3,828
-6% -$371K
AXON
298
Axon Enterprise
AXON
$39.6B
$5.26M 0.05%
12,388
-2,083
-14% -$1.08M
KMB icon
299
Kimberly-Clark
KMB
$36.1B
$5.26M 0.05%
54,508
+14,024
+35% +$1.44M
EME icon
300
Emcor
EME
$33.6B
$5.25M 0.05%
7,117
+456
+7% +$332K
10 11
12
13 14

Similar funds

ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
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.