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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
ING icon
351
ING
ING
$95.2B
$4.39M 0.04%
168,425
-25,294
-13% -$712K
MKSI icon
352
MKS Inc
MKSI
$23.3B
$4.36M 0.04%
18,988
+512
+3% +$116K
NVT icon
353
nVent Electric
NVT
$25.6B
$4.36M 0.04%
36,824
+1,930
+6% +$219K
EIX icon
354
Edison International
EIX
$30.9B
$4.35M 0.04%
59,390
-1,679
-3% -$113K
EXPE icon
355
Expedia Group
EXPE
$31.3B
$4.31M 0.04%
18,680
+300
+2% +$73.7K
HSY icon
356
Hershey
HSY
$35B
$4.31M 0.04%
20,720
+1,395
+7% +$294K
BP icon
357
BP
BP
$112B
$4.3M 0.04%
91,447
-779
-0.8% -$30.5K
APO icon
358
Apollo Global Management
APO
$68.6B
$4.25M 0.04%
38,125
-3,464
-8% -$429K
L icon
359
Loews
L
$23.6B
$4.23M 0.04%
39,646
-5,955
-13% -$637K
MTD icon
360
Mettler-Toledo International
MTD
$26B
$4.23M 0.04%
3,351
+2
+0.1% +$2.7K
TTWO icon
361
Take-Two Interactive
TTWO
$43.4B
$4.22M 0.04%
21,368
+579
+3% +$126K
ATO icon
362
Atmos Energy
ATO
$29.8B
$4.17M 0.04%
22,570
+399
+2% +$70.5K
UL icon
363
Unilever
UL
$133B
$4.14M 0.04%
72,659
-10,618
-13% -$712K
BDX icon
364
Becton Dickinson
BDX
$42.2B
$4.13M 0.04%
26,257
-1,317
-5% -$242K
DTE icon
365
DTE Energy
DTE
$30.9B
$4.12M 0.04%
28,201
+1,255
+5% +$176K
NVO
366
Novo Nordisk
NVO
$213B
$4.12M 0.04%
112,176
-18,534
-14% -$878K
SNOW icon
367
Snowflake
SNOW
$92.8B
$4.1M 0.04%
27,161
+1,000
+4% +$185K
NTAP icon
368
NetApp
NTAP
$32.6B
$4.09M 0.04%
39,976
-2,767
-6% -$281K
EXPD icon
369
Expeditors International
EXPD
$23.2B
$4.09M 0.04%
28,530
-1,156
-4% -$176K
ALNY icon
370
Alnylam Pharmaceuticals
ALNY
$35.6B
$4.04M 0.04%
12,215
-1,512
-11% -$515K
IX icon
371
ORIX
IX
$44.3B
$4.04M 0.04%
134,695
-46,666
-26% -$1.48M
CPRT icon
372
Copart
CPRT
$25.2B
$4.02M 0.04%
120,983
+3,178
+3% +$119K
TD icon
373
Toronto Dominion Bank
TD
$200B
$3.99M 0.04%
42,778
-1,109
-3% -$105K
CCJ icon
374
Cameco
CCJ
$39.4B
$3.99M 0.04%
36,716
+742
+2% +$84.9K
DG icon
375
Dollar General
DG
$26.5B
$3.97M 0.04%
33,430
+575
+2% +$82K
13 14
15
16 17

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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.