We are live on ! Find out more
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
JBHT icon
551
JB Hunt Transport Services
JBHT
$27.2B
$2.32M 0.02%
10,936
-436
-4% -$92.9K
VTI icon
552
Vanguard Total Stock Market ETF
VTI
$654B
$2.3M 0.02%
7,164
-11
-0.2% -$3.69K
ARGX icon
553
argenx
ARGX
$57.8B
$2.29M 0.02%
3,136
-336
-10% -$263K
HLI icon
554
Houlihan Lokey
HLI
$9.52B
$2.28M 0.02%
15,909
+6,853
+76% +$1.13M
VEA icon
555
Vanguard FTSE Developed Markets ETF
VEA
$226B
$2.28M 0.02%
35,656
+5,418
+18% +$358K
LOGI icon
556
Logitech
LOGI
$14.8B
$2.28M 0.02%
24,979
+1,175
+5% +$108K
ENSG icon
557
The Ensign Group
ENSG
$9.79B
$2.25M 0.02%
11,156
+2,728
+32% +$534K
DKS icon
558
Dick's Sporting Goods
DKS
$18.3B
$2.23M 0.02%
11,253
+2,417
+27% +$491K
R icon
559
Ryder
R
$10.4B
$2.23M 0.02%
10,891
+2,810
+35% +$568K
AKAM icon
560
Akamai
AKAM
$17.1B
$2.23M 0.02%
19,396
-51
-0.3% -$5.11K
CNI icon
561
Canadian National Railway
CNI
$79.2B
$2.22M 0.02%
21,597
+142
+0.7% +$14.6K
UGI icon
562
UGI
UGI
$7.92B
$2.22M 0.02%
60,898
-5,183
-8% -$195K
MTZ icon
563
MasTec
MTZ
$28.4B
$2.21M 0.02%
6,881
+140
+2% +$37.9K
RKT icon
564
Rocket Companies
RKT
$36.2B
$2.21M 0.02%
155,198
-15,998
-9% -$291K
MRNA icon
565
Moderna
MRNA
$22.6B
$2.21M 0.02%
43,461
+5,493
+14% +$256K
SM icon
566
SM Energy
SM
$8.03B
$2.2M 0.02%
70,645
+47,582
+206% +$1.09M
MKL icon
567
Markel Group
MKL
$24.5B
$2.2M 0.02%
1,149
+105
+10% +$213K
MEDP icon
568
Medpace
MEDP
$17.3B
$2.2M 0.02%
4,572
-177
-4% -$90.6K
DXCM icon
569
DexCom
DXCM
$27.2B
$2.18M 0.02%
34,757
+3,429
+11% +$239K
INFY icon
570
Infosys
INFY
$43.2B
$2.17M 0.02%
160,841
-72,715
-31% -$1.14M
CDE icon
571
Coeur Mining
CDE
$15.7B
$2.15M 0.02%
114,657
+52,897
+86% +$1.15M
HII icon
572
Huntington Ingalls Industries
HII
$11.3B
$2.15M 0.02%
5,651
-68
-1% -$28K
EQNR icon
573
Equinor
EQNR
$97.4B
$2.14M 0.02%
50,739
-3,315
-6% -$99.9K
TXT icon
574
Textron
TXT
$16.2B
$2.14M 0.02%
24,450
-69
-0.3% -$6.44K
LUV icon
575
Southwest Airlines
LUV
$21.9B
$2.13M 0.02%
56,811
+5,032
+10% +$227K
21 22
23
24 25

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.