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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
VMC icon
326
Vulcan Materials
VMC
$36B
$4.88M 0.05%
17,922
+281
+2% +$82.7K
UNM icon
327
Unum
UNM
$14B
$4.84M 0.05%
66,315
-2,933
-4% -$219K
SKM icon
328
SK Telecom
SKM
$13B
$4.81M 0.05%
164,181
+52,872
+48% +$1.46M
CVNA icon
329
Carvana
CVNA
$44.9B
$4.81M 0.05%
76,460
-7,815
-9% -$580K
CM icon
330
Canadian Imperial Bank of Commerce
CM
$107B
$4.81M 0.05%
50,717
+7,988
+19% +$764K
DOV icon
331
Dover
DOV
$28.9B
$4.77M 0.05%
22,875
+1,252
+6% +$268K
WEC icon
332
WEC Energy
WEC
$37B
$4.75M 0.05%
41,030
+2,879
+8% +$323K
A icon
333
Agilent Technologies
A
$37.7B
$4.71M 0.05%
41,336
-599
-1% -$76K
RDY icon
334
Dr. Reddy's Laboratories
RDY
$9.48B
$4.66M 0.05%
336,578
+7,599
+2% +$106K
AEM icon
335
Agnico Eagle Mines
AEM
$73.5B
$4.66M 0.05%
22,939
+1,259
+6% +$262K
UTHR icon
336
United Therapeutics
UTHR
$26.2B
$4.63M 0.05%
7,809
-37
-0.5% -$18.4K
PYPL icon
337
PayPal
PYPL
$49B
$4.6M 0.05%
101,741
+15,711
+18% +$758K
SYY icon
338
Sysco
SYY
$39.3B
$4.6M 0.05%
64,495
+3,592
+6% +$297K
MCHP icon
339
Microchip Technology
MCHP
$46.2B
$4.58M 0.04%
70,875
+2,547
+4% +$183K
RJF icon
340
Raymond James Financial
RJF
$32.7B
$4.54M 0.04%
31,335
+1,619
+5% +$257K
TSCO icon
341
Tractor Supply
TSCO
$15.4B
$4.54M 0.04%
100,142
+3,918
+4% +$200K
ES icon
342
Eversource Energy
ES
$28B
$4.53M 0.04%
65,394
+1,430
+2% +$101K
HDB icon
343
HDFC Bank
HDB
$119B
$4.52M 0.04%
181,813
-5,251
-3% -$163K
BTI icon
344
British American Tobacco
BTI
$134B
$4.52M 0.04%
77,269
+1,358
+2% +$80.4K
STLD icon
345
Steel Dynamics
STLD
$34.4B
$4.51M 0.04%
25,083
+609
+2% +$111K
LYB icon
346
LyondellBasell Industries
LYB
$20.1B
$4.51M 0.04%
55,983
+3,984
+8% +$236K
ABNB icon
347
Airbnb
ABNB
$83.1B
$4.49M 0.04%
35,555
+8,421
+31% +$1.1M
BABA icon
348
Alibaba
BABA
$279B
$4.43M 0.04%
35,329
+2,954
+9% +$444K
EVRG icon
349
Evergy
EVRG
$20B
$4.43M 0.04%
54,037
+156
+0.3% +$12.3K
MTB icon
350
M&T Bank
MTB
$36.3B
$4.4M 0.04%
21,270
+533
+3% +$115K
12 13
14
15 16

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.