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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
CVX icon
26
Chevron
CVX
$373B
$48.8M 0.48%
236,061
+13,628
+6% +$2.49M
LRCX icon
27
Lam Research
LRCX
$392B
$47.8M 0.47%
223,638
+8,089
+4% +$1.81M
AMD icon
28
Advanced Micro Devices
AMD
$808B
$47.1M 0.46%
231,343
+4,629
+2% +$988K
HD icon
29
Home Depot
HD
$338B
$46.7M 0.46%
142,078
+3,801
+3% +$1.39M
BAC icon
30
Bank of America
BAC
$430B
$45.8M 0.45%
939,695
+6,391
+0.7% +$330K
PLTR icon
31
Palantir
PLTR
$317B
$45.6M 0.45%
311,517
-3,868
-1% -$591K
TSM icon
32
TSMC
TSM
$2.07T
$44.7M 0.44%
132,355
+14,590
+12% +$5.02M
GE icon
33
GE Aerospace
GE
$364B
$43.9M 0.43%
154,796
+9,291
+6% +$2.92M
ORCL icon
34
Oracle
ORCL
$364B
$43.4M 0.43%
294,951
+16,400
+6% +$2.67M
GS icon
35
Goldman Sachs
GS
$314B
$42.6M 0.42%
50,383
+5,674
+13% +$5.06M
KO icon
36
Coca-Cola
KO
$351B
$42.5M 0.42%
559,042
+42,558
+8% +$3.22M
RTX icon
37
RTX Corp
RTX
$261B
$42.5M 0.42%
220,256
+7,312
+3% +$1.45M
PG icon
38
Procter & Gamble
PG
$349B
$42.2M 0.41%
292,131
+17,835
+7% +$2.7M
GEV icon
39
GE Vernova
GEV
$284B
$37.8M 0.37%
43,278
+3,081
+8% +$2.4M
TJX icon
40
TJX Companies
TJX
$171B
$37M 0.36%
231,718
+13,988
+6% +$2.18M
MCD icon
41
McDonald's
MCD
$190B
$36.1M 0.35%
116,013
+6,929
+6% +$2.21M
KLAC icon
42
KLA
KLAC
$278B
$35M 0.34%
238,030
+11,570
+5% +$1.69M
PM icon
43
Philip Morris
PM
$301B
$34.7M 0.34%
210,157
+16,008
+8% +$2.78M
AMGN icon
44
Amgen
AMGN
$198B
$33.8M 0.33%
96,029
+7,739
+9% +$2.76M
MS icon
45
Morgan Stanley
MS
$339B
$33.6M 0.33%
204,202
+6,804
+3% +$1.18M
WFC icon
46
Wells Fargo
WFC
$265B
$31.5M 0.31%
395,478
-17,033
-4% -$1.46M
NEE icon
47
NextEra Energy
NEE
$185B
$31M 0.3%
333,286
+10,436
+3% +$928K
IBM icon
48
IBM
IBM
$200B
$30.5M 0.3%
125,785
-6,243
-5% -$1.69M
GILD icon
49
Gilead Sciences
GILD
$167B
$29.7M 0.29%
213,031
+8,983
+4% +$1.26M
PEP icon
50
PepsiCo
PEP
$187B
$29.5M 0.29%
189,942
+14,887
+9% +$2.32M
1
2
3 4 5

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GT
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ACA
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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
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RI
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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.