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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
VRSK icon
326
Verisk Analytics
VRSK
$23.6B
$5.76M 0.05%
32,061
+11,330
+55% +$2M
WEC icon
327
WEC Energy
WEC
$34B
$5.74M 0.05%
49,129
+8,099
+20% +$924K
VRSN icon
328
VeriSign
VRSN
$27.1B
$5.7M 0.05%
22,645
+511
+2% +$142K
EME icon
329
Emcor
EME
$33B
$5.69M 0.05%
6,855
-262
-4% -$222K
SCCO icon
330
Southern Copper
SCCO
$162B
$5.62M 0.05%
32,661
-2,428
-7% -$436K
Q
331
Qnity Electronics Inc
Q
$24.5B
$5.62M 0.05%
34,418
+839
+2% +$124K
XYL icon
332
Xylem
XYL
$25.4B
$5.61M 0.05%
47,453
-7,588
-14% -$876K
ING icon
333
ING
ING
$105B
$5.53M 0.05%
176,232
+7,807
+5% +$231K
HUBB icon
334
Hubbell
HUBB
$23.4B
$5.52M 0.05%
10,554
-212
-2% -$107K
SYY icon
335
Sysco
SYY
$37.9B
$5.48M 0.05%
65,612
+1,117
+2% +$84.6K
TSEM icon
336
Tower Semiconductor
TSEM
$23B
$5.46M 0.04%
20,955
+1,262
+6% +$302K
CASY icon
337
Casey's General Stores
CASY
$22B
$5.45M 0.04%
6,863
-495
-7% -$399K
IQV icon
338
IQVIA
IQV
$44.6B
$5.43M 0.04%
28,098
-680
-2% -$119K
CVNA icon
339
Carvana
CVNA
$48B
$5.43M 0.04%
82,473
+6,013
+8% +$425K
ILMN icon
340
Illumina
ILMN
$34.1B
$5.4M 0.04%
30,738
+2
+0% +$293
VTR icon
341
Ventas
VTR
$45.5B
$5.39M 0.04%
60,751
-2,410
-4% -$205K
CMG icon
342
Chipotle Mexican Grill
CMG
$43.4B
$5.38M 0.04%
158,352
-8,067
-5% -$264K
BTI icon
343
British American Tobacco
BTI
$121B
$5.35M 0.04%
86,606
+9,337
+12% +$564K
FFIV icon
344
F5
FFIV
$23.9B
$5.35M 0.04%
12,852
+1,193
+10% +$424K
MTB icon
345
M&T Bank
MTB
$33.2B
$5.33M 0.04%
22,383
+1,113
+5% +$243K
APO icon
346
Apollo Global Management
APO
$75.8B
$5.32M 0.04%
44,968
+6,843
+18% +$860K
HDB icon
347
HDFC Bank
HDB
$116B
$5.32M 0.04%
205,934
+24,121
+13% +$604K
IX icon
348
ORIX
IX
$41.7B
$5.31M 0.04%
139,524
+4,829
+4% +$172K
ADM icon
349
Archer Daniels Midland
ADM
$41.5B
$5.28M 0.04%
69,071
+667
+1% +$50.8K
WDAY icon
350
Workday
WDAY
$45.3B
$5.26M 0.04%
42,981
+16,898
+65% +$2.14M
12 13
14
15 16

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.