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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
ZION icon
476
Zions Bancorporation
ZION
$10B
$2.91M 0.03%
50,467
+2,931
+6% +$173K
JLL icon
477
Jones Lang LaSalle
JLL
$14.7B
$2.9M 0.03%
9,529
+346
+4% +$112K
ROL icon
478
Rollins
ROL
$18.9B
$2.89M 0.03%
54,129
-4,211
-7% -$251K
BRO icon
479
Brown & Brown
BRO
$22.2B
$2.87M 0.03%
44,062
+11,951
+37% +$861K
SNA icon
480
Snap-on
SNA
$21B
$2.86M 0.03%
7,868
+912
+13% +$338K
CNC icon
481
Centene
CNC
$31.5B
$2.86M 0.03%
87,254
-13,635
-14% -$559K
LEN icon
482
Lennar Class A
LEN
$19.5B
$2.85M 0.03%
32,865
-3,795
-10% -$410K
MTSI icon
483
MACOM Technology Solutions
MTSI
$21.4B
$2.85M 0.03%
12,850
+574
+5% +$128K
FIS icon
484
Fidelity National Information Services
FIS
$20.8B
$2.83M 0.03%
60,369
+10,788
+22% +$580K
NI icon
485
NiSource
NI
$22.4B
$2.82M 0.03%
60,504
+7,743
+15% +$349K
XPO icon
486
XPO
XPO
$25.2B
$2.8M 0.03%
14,392
+607
+4% +$109K
SNY icon
487
Sanofi
SNY
$104B
$2.78M 0.03%
57,771
-8,761
-13% -$408K
IMO icon
488
Imperial Oil
IMO
$62.4B
$2.78M 0.03%
21,246
-987
-4% -$111K
NMR icon
489
Nomura Holdings
NMR
$28.6B
$2.77M 0.03%
351,457
-61,055
-15% -$526K
SWX icon
490
Southwest Gas
SWX
$6.75B
$2.76M 0.03%
31,796
+15,082
+90% +$1.29M
B
491
Barrick Mining
B
$62.1B
$2.76M 0.03%
67,696
-8,790
-11% -$406K
BG icon
492
Bunge Global
BG
$23.9B
$2.76M 0.03%
21,685
+1,321
+6% +$153K
BN icon
493
Brookfield
BN
$101B
$2.75M 0.03%
68,070
-6,854
-9% -$304K
CNP icon
494
CenterPoint Energy
CNP
$28.8B
$2.74M 0.03%
63,524
+4,165
+7% +$172K
COO icon
495
Cooper Companies
COO
$13.7B
$2.73M 0.03%
38,126
-3,807
-9% -$301K
DLTR icon
496
Dollar Tree
DLTR
$22.7B
$2.72M 0.03%
24,806
-495
-2% -$60.5K
WRB icon
497
W.R. Berkley
WRB
$27.1B
$2.71M 0.03%
40,955
+948
+2% +$65.3K
J icon
498
Jacobs Solutions
J
$15.6B
$2.71M 0.03%
21,289
-321
-1% -$43.6K
CPAY icon
499
Corpay
CPAY
$23.5B
$2.67M 0.03%
9,180
+998
+12% +$320K
ECHO
500
EchoStar
ECHO
$26.3B
$2.65M 0.03%
22,648
+4,592
+25% +$527K
18 19
20
21 22

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.