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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
WST icon
526
West Pharmaceutical
WST
$25.1B
$2.51M 0.02%
10,013
-1,227
-11% -$305K
GL icon
527
Globe Life
GL
$13.3B
$2.5M 0.02%
17,963
+134
+0.8% +$18.9K
OTIS icon
528
Otis Worldwide
OTIS
$27.2B
$2.5M 0.02%
32,397
-2,000
-6% -$175K
NE icon
529
Noble Corp
NE
$6.88B
$2.5M 0.02%
50,859
+1,251
+3% +$51.1K
BBY icon
530
Best Buy
BBY
$17.8B
$2.5M 0.02%
38,872
-11,931
-23% -$783K
ENLT icon
531
Enlight Renewable Energy
ENLT
$12.6B
$2.49M 0.02%
36,504
+1,542
+4% +$98.6K
BNS icon
532
Scotiabank
BNS
$106B
$2.49M 0.02%
35,867
-2,891
-7% -$212K
VO icon
533
Vanguard Mid-Cap ETF
VO
$106B
$2.48M 0.02%
34,592
-1,516
-4% -$113K
IMOS
534
ChipMOS TECHNOLOGIES
IMOS
$2.08B
$2.46M 0.02%
68,710
-4,670
-6% -$176K
WIT icon
535
Wipro
WIT
$17.6B
$2.45M 0.02%
1,157,790
-285,051
-20% -$694K
MDB icon
536
MongoDB
MDB
$24.1B
$2.45M 0.02%
10,003
-316
-3% -$106K
MOG.A icon
537
Moog Inc Class A
MOG.A
$13B
$2.45M 0.02%
8,366
+3,444
+70% +$1.05M
TAK icon
538
Takeda Pharmaceutical
TAK
$53.7B
$2.45M 0.02%
132,089
-3,308
-2% -$58.1K
PNFP icon
539
Pinnacle Financial Partners Inc
PNFP
$15.1B
$2.43M 0.02%
28,264
+13,252
+88% +$1.23M
RBA icon
540
RB Global
RBA
$20.3B
$2.43M 0.02%
25,373
+339
+1% +$35.9K
AA icon
541
Alcoa
AA
$11.9B
$2.42M 0.02%
36,483
+1,002
+3% +$61.5K
EFX icon
542
Equifax
EFX
$19.6B
$2.41M 0.02%
13,403
+81
+0.6% +$16.1K
ATI icon
543
ATI
ATI
$27.3B
$2.4M 0.02%
16,515
+349
+2% +$48.6K
SF
544
Stifel
SF
$12.1B
$2.39M 0.02%
32,394
+7,135
+28% +$567K
P
545
Everpure Inc
P
$25B
$2.39M 0.02%
40,507
+469
+1% +$31.8K
DECK icon
546
Deckers Outdoor
DECK
$13.4B
$2.38M 0.02%
23,754
+982
+4% +$105K
LPL icon
547
LG Display
LPL
$3.37B
$2.38M 0.02%
612,237
+168,097
+38% +$710K
WPC icon
548
W.P. Carey
WPC
$16.7B
$2.36M 0.02%
34,661
-476
-1% -$33.4K
AVB icon
549
AvalonBay Communities
AVB
$27.1B
$2.33M 0.02%
14,278
-1,085
-7% -$190K
RKLB icon
550
Rocket Lab Corp
RKLB
$43.7B
$2.33M 0.02%
36,304
+5,164
+17% +$389K
20 21
22
23 24

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ACA
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IIM
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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
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MG
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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.