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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
WTW icon
451
Willis Towers Watson
WTW
$27B
$3.19M 0.03%
10,975
-1,857
-14% -$570K
ESLT icon
452
Elbit Systems
ESLT
$38.3B
$3.19M 0.03%
3,755
-142
-4% -$109K
DD icon
453
DuPont de Nemours
DD
$18.5B
$3.19M 0.03%
23,183
-444
-2% -$61.2K
JHG
454
DELISTED
Janus Henderson
JHG
$3.15M 0.03%
61,286
+1,960
+3% +$97K
FSLR icon
455
First Solar
FSLR
$22.1B
$3.1M 0.03%
15,711
-1,712
-10% -$379K
RGA icon
456
Reinsurance Group of America
RGA
$15.4B
$3.1M 0.03%
15,178
+3,260
+27% +$674K
KKR icon
457
KKR & Co
KKR
$85.8B
$3.07M 0.03%
33,191
+2,882
+10% +$304K
EXR icon
458
Extra Space Storage
EXR
$30.6B
$3.07M 0.03%
23,376
+2,087
+10% +$294K
VICI icon
459
VICI Properties
VICI
$29.1B
$3.06M 0.03%
112,050
+11,196
+11% +$320K
BE icon
460
Bloom Energy
BE
$63.7B
$3.06M 0.03%
22,589
+8,379
+59% +$1.23M
OMC icon
461
Omnicom Group
OMC
$22.4B
$3.06M 0.03%
40,633
-3,990
-9% -$310K
KEP icon
462
Korea Electric Power
KEP
$15.4B
$3.05M 0.03%
213,852
+5,540
+3% +$105K
CCI icon
463
Crown Castle
CCI
$33B
$3.05M 0.03%
37,470
-6,158
-14% -$530K
LNT icon
464
Alliant Energy
LNT
$19.2B
$3.04M 0.03%
42,345
+5,346
+14% +$369K
INCY icon
465
Incyte
INCY
$23.2B
$3.02M 0.03%
32,067
-2,500
-7% -$249K
KGC icon
466
Kinross Gold
KGC
$28.2B
$3.01M 0.03%
98,723
-9,972
-9% -$327K
BMO icon
467
Bank of Montreal
BMO
$123B
$2.99M 0.03%
22,123
+622
+3% +$86.4K
GIS icon
468
General Mills
GIS
$19.1B
$2.98M 0.03%
80,096
-18,317
-19% -$795K
FLEX icon
469
Flex
FLEX
$47.2B
$2.97M 0.03%
45,312
+3
+0% +$192
BR icon
470
Broadridge
BR
$16.6B
$2.97M 0.03%
18,255
+3,525
+24% +$670K
MSTR icon
471
Strategy Inc
MSTR
$34B
$2.96M 0.03%
23,742
+5,683
+31% +$812K
TPL icon
472
Texas Pacific Land
TPL
$29.3B
$2.95M 0.03%
6,218
+653
+12% +$281K
USFD icon
473
US Foods
USFD
$20.9B
$2.94M 0.03%
31,899
-258
-0.8% -$22.8K
FOXA icon
474
Fox Class A
FOXA
$23B
$2.94M 0.03%
50,283
-11,651
-19% -$743K
GWRE icon
475
Guidewire Software
GWRE
$11B
$2.92M 0.03%
19,554
+5,514
+39% +$839K
17 18
19
20 21

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.