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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
DG icon
401
Dollar General
DG
$27.6B
$4.04M 0.03%
35,122
+1,692
+5% +$192K
KVUE icon
402
Kenvue
KVUE
$34.3B
$4.04M 0.03%
211,224
-18,148
-8% -$320K
WIT icon
403
Wipro
WIT
$17B
$4.03M 0.03%
1,788,908
+631,118
+55% +$1.34M
CW icon
404
Curtiss-Wright
CW
$21.1B
$4.01M 0.03%
5,292
+30
+0.6% +$22K
AWK icon
405
American Water Works
AWK
$27.5B
$4.01M 0.03%
30,473
+1,726
+6% +$222K
KEP icon
406
Korea Electric Power
KEP
$14.6B
$3.97M 0.03%
328,473
+114,621
+54% +$1.58M
STM icon
407
STMicroelectronics
STM
$43.9B
$3.97M 0.03%
53,002
+9,834
+23% +$591K
RACE icon
408
Ferrari
RACE
$72.2B
$3.94M 0.03%
10,590
+492
+5% +$171K
MFC icon
409
Manulife Financial
MFC
$73B
$3.93M 0.03%
97,074
+4,236
+5% +$164K
INCY icon
410
Incyte
INCY
$24.9B
$3.92M 0.03%
34,556
+2,489
+8% +$247K
WST icon
411
West Pharmaceutical
WST
$25.6B
$3.92M 0.03%
10,910
+897
+9% +$274K
PODD icon
412
Insulet
PODD
$9.83B
$3.9M 0.03%
25,596
+10,099
+65% +$1.68M
BR icon
413
Broadridge
BR
$19.2B
$3.89M 0.03%
28,439
+10,184
+56% +$1.54M
DTM icon
414
DT Midstream
DTM
$12.9B
$3.86M 0.03%
26,331
+761
+3% +$108K
BDX icon
415
Becton Dickinson
BDX
$50.5B
$3.86M 0.03%
25,516
-741
-3% -$111K
FSLR icon
416
First Solar
FSLR
$21B
$3.85M 0.03%
16,334
+623
+4% +$146K
FN icon
417
Fabrinet
FN
$14.1B
$3.85M 0.03%
6,842
-707
-9% -$456K
ZTS icon
418
Zoetis
ZTS
$30.4B
$3.85M 0.03%
53,516
+5,025
+10% +$473K
CF icon
419
CF Industries
CF
$20.2B
$3.84M 0.03%
35,462
+7,118
+25% +$839K
KEY icon
420
KeyCorp
KEY
$22.8B
$3.82M 0.03%
165,659
+1,288
+0.8% +$28.1K
LPL icon
421
LG Display
LPL
$3.04B
$3.81M 0.03%
978,827
+366,590
+60% +$1.68M
ARGX icon
422
argenx
ARGX
$61.1B
$3.81M 0.03%
4,103
+967
+31% +$798K
LEN icon
423
Lennar Class A
LEN
$19.4B
$3.8M 0.03%
41,964
+9,099
+28% +$814K
CHRW icon
424
C.H. Robinson
CHRW
$18B
$3.78M 0.03%
20,090
-536
-3% -$95.2K
BRK.A icon
425
Berkshire Hathaway Class A
BRK.A
$1.11T
$3.74M 0.03%
5
+3
+150% +$2.16M
15 16
17
18 19

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.