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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
STE icon
426
Steris
STE
$20.6B
$3.39M 0.03%
15,333
-72
-0.5% -$17.6K
WDAY icon
427
Workday
WDAY
$31.9B
$3.39M 0.03%
26,083
+7,507
+40% +$1.19M
DRI icon
428
Darden Restaurants
DRI
$22.2B
$3.38M 0.03%
17,262
+1,013
+6% +$208K
FFIV icon
429
F5
FFIV
$22.4B
$3.37M 0.03%
11,659
+2,803
+32% +$777K
ALB icon
430
Albemarle
ALB
$13.9B
$3.37M 0.03%
18,783
+935
+5% +$160K
DGX icon
431
Quest Diagnostics
DGX
$25.7B
$3.37M 0.03%
17,206
+645
+4% +$125K
WAT icon
432
Waters Corp
WAT
$37.2B
$3.36M 0.03%
11,268
+2,976
+36% +$1.02M
NGG icon
433
National Grid
NGG
$81.6B
$3.35M 0.03%
39,650
-721
-2% -$62.1K
TRMB icon
434
Trimble
TRMB
$12B
$3.35M 0.03%
51,400
+18,145
+55% +$1.26M
AEE icon
435
Ameren
AEE
$31B
$3.33M 0.03%
30,326
+1,087
+4% +$116K
AIZ icon
436
Assurant
AIZ
$13.5B
$3.33M 0.03%
15,273
+48
+0.3% +$10.9K
IBKR icon
437
Interactive Brokers
IBKR
$40.6B
$3.32M 0.03%
49,556
+2,488
+5% +$178K
NXPI icon
438
NXP Semiconductors
NXPI
$70.6B
$3.32M 0.03%
16,840
+537
+3% +$119K
KEY icon
439
KeyCorp
KEY
$24.3B
$3.3M 0.03%
164,371
+9,868
+6% +$207K
ORI icon
440
Old Republic International
ORI
$9.96B
$3.27M 0.03%
81,997
-1,748
-2% -$71.9K
FE icon
441
FirstEnergy
FE
$28.5B
$3.27M 0.03%
64,575
-849
-1% -$41.2K
CP icon
442
Canadian Pacific Kansas City
CP
$81.8B
$3.25M 0.03%
41,364
+1,952
+5% +$154K
PODD icon
443
Insulet
PODD
$11B
$3.25M 0.03%
15,497
-3
-0% -$754
RELX icon
444
RELX
RELX
$57.7B
$3.24M 0.03%
97,631
+7,613
+8% +$268K
VLTO icon
445
Veralto
VLTO
$22.2B
$3.23M 0.03%
36,505
+3,213
+10% +$305K
STZ icon
446
Constellation Brands
STZ
$22.2B
$3.23M 0.03%
21,513
-554
-3% -$85.6K
IT icon
447
Gartner
IT
$8.7B
$3.2M 0.03%
20,225
+9,967
+97% +$1.83M
CLH icon
448
Clean Harbors
CLH
$16.3B
$3.2M 0.03%
11,155
+917
+9% +$250K
MFC icon
449
Manulife Financial
MFC
$71.1B
$3.2M 0.03%
92,838
-9,117
-9% -$328K
FTI icon
450
TechnipFMC
FTI
$30.8B
$3.19M 0.03%
46,197
-660
-1% -$39.7K
16 17
18
19 20

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.