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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
SMFG icon
376
Sumitomo Mitsui Financial
SMFG
$166B
$3.96M 0.04%
200,534
-27,409
-12% -$576K
KVUE icon
377
Kenvue
KVUE
$36.7B
$3.95M 0.04%
229,372
+16,798
+8% +$299K
MELI icon
378
Mercado Libre
MELI
$91.2B
$3.95M 0.04%
2,282
-397
-15% -$766K
FN icon
379
Fabrinet
FN
$18.4B
$3.94M 0.04%
7,549
+976
+15% +$496K
VRSK icon
380
Verisk Analytics
VRSK
$25.2B
$3.93M 0.04%
20,731
-226
-1% -$45.9K
HBAN icon
381
Huntington Bancshares
HBAN
$37B
$3.93M 0.04%
251,121
+62,484
+33% +$1.07M
AWK icon
382
American Water Works
AWK
$26.1B
$3.91M 0.04%
28,747
-2,896
-9% -$383K
HUBS icon
383
HubSpot
HUBS
$10.5B
$3.91M 0.04%
16,008
+9,406
+142% +$2.64M
ON icon
384
ON Semiconductor
ON
$35.9B
$3.88M 0.04%
62,735
-19
-0% -$1.19K
Q
385
Qnity Electronics Inc
Q
$29B
$3.87M 0.04%
33,579
+778
+2% +$82.6K
PSA icon
386
Public Storage
PSA
$54.7B
$3.86M 0.04%
14,261
+2,009
+16% +$576K
NTRS icon
387
Northern Trust
NTRS
$21.9B
$3.86M 0.04%
27,671
+1,970
+8% +$283K
LYG icon
388
Lloyds Banking Group
LYG
$89B
$3.84M 0.04%
762,631
-88,753
-10% -$487K
PPL
389
PPL Corp
PPL
$27.2B
$3.82M 0.04%
99,993
-6,814
-6% -$251K
AU icon
390
AngloGold Ashanti
AU
$41B
$3.81M 0.04%
39,125
-2,436
-6% -$250K
ILMN icon
391
Illumina
ILMN
$28.9B
$3.79M 0.04%
30,736
-1,105
-3% -$145K
DB icon
392
Deutsche Bank
DB
$68.1B
$3.77M 0.04%
126,727
-33,721
-21% -$1.19M
LH icon
393
Labcorp
LH
$23.1B
$3.76M 0.04%
14,111
+1,178
+9% +$319K
VTRS icon
394
Viatris
VTRS
$19.8B
$3.76M 0.04%
278,418
-2,559
-0.9% -$35.8K
UMC icon
395
United Microelectronic
UMC
$53.4B
$3.76M 0.04%
418,320
+5,940
+1% +$57.9K
IR icon
396
Ingersoll Rand
IR
$32.7B
$3.74M 0.04%
46,702
-253
-0.5% -$22.3K
RIO icon
397
Rio Tinto
RIO
$150B
$3.73M 0.04%
39,971
-63
-0.2% -$5.74K
EVR icon
398
Evercore
EVR
$13B
$3.72M 0.04%
12,453
+521
+4% +$171K
PCG icon
399
PG&E
PCG
$39.9B
$3.71M 0.04%
210,976
+14,815
+8% +$252K
CTSH icon
400
Cognizant
CTSH
$20.4B
$3.69M 0.04%
60,081
-24,783
-29% -$1.77M
14 15
16
17 18

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.