We are live on ! Find out more
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
ZION icon
426
Zions Bancorporation
ZION
$9.56B
$3.74M 0.03%
54,109
+3,642
+7% +$230K
CCJ icon
427
Cameco
CCJ
$39.6B
$3.74M 0.03%
36,700
-16
-0% -$1.79K
CP icon
428
Canadian Pacific Kansas City
CP
$77.1B
$3.73M 0.03%
43,062
+1,698
+4% +$145K
AEE icon
429
Ameren
AEE
$28.5B
$3.71M 0.03%
32,829
+2,503
+8% +$277K
DGX icon
430
Quest Diagnostics
DGX
$27.3B
$3.7M 0.03%
17,463
+257
+1% +$50.4K
BP icon
431
BP
BP
$117B
$3.69M 0.03%
99,799
+8,352
+9% +$366K
MTD icon
432
Mettler-Toledo International
MTD
$27.6B
$3.67M 0.03%
2,874
-477
-14% -$575K
AEIS icon
433
Advanced Energy
AEIS
$10.1B
$3.66M 0.03%
9,829
-1,042
-10% -$364K
PCG icon
434
PG&E
PCG
$29.4B
$3.66M 0.03%
217,485
+6,509
+3% +$110K
DOW icon
435
Dow Inc
DOW
$21.7B
$3.66M 0.03%
133,696
-9,702
-7% -$352K
NTRA icon
436
Natera
NTRA
$49.8B
$3.65M 0.03%
13,433
+405
+3% +$86.4K
MELI icon
437
Mercado Libre
MELI
$93.3B
$3.65M 0.03%
2,148
-134
-6% -$229K
SIMO icon
438
Silicon Motion
SIMO
$8.18B
$3.63M 0.03%
10,884
+1,210
+13% +$280K
PPL
439
PPL Corp
PPL
$25.1B
$3.59M 0.03%
98,794
-1,199
-1% -$44.3K
BUD icon
440
AB InBev
BUD
$157B
$3.57M 0.03%
43,333
+6,971
+19% +$548K
DRI icon
441
Darden Restaurants
DRI
$23.6B
$3.56M 0.03%
17,293
+31
+0.2% +$6.21K
CMS icon
442
CMS Energy
CMS
$20.7B
$3.55M 0.03%
46,457
+1,117
+2% +$83.7K
COIN icon
443
Coinbase
COIN
$43.4B
$3.55M 0.03%
24,260
-4,218
-15% -$761K
ENLT icon
444
Enlight Renewable Energy
ENLT
$10B
$3.54M 0.03%
39,806
+3,302
+9% +$291K
CPRT icon
445
Copart
CPRT
$28.5B
$3.53M 0.03%
125,331
+4,348
+4% +$140K
ATI icon
446
ATI
ATI
$25.8B
$3.52M 0.03%
17,864
+1,349
+8% +$229K
TSCO icon
447
Tractor Supply
TSCO
$17.1B
$3.51M 0.03%
111,093
+10,951
+11% +$379K
HSY icon
448
Hershey
HSY
$34.3B
$3.51M 0.03%
20,006
-714
-3% -$135K
NGG icon
449
National Grid
NGG
$76.4B
$3.51M 0.03%
42,346
+2,696
+7% +$229K
MDB icon
450
MongoDB
MDB
$30.3B
$3.51M 0.03%
10,445
+442
+4% +$133K
16 17
18
19 20

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.