We are live on ! Find out more
Vanguard Personalized Indexing Management

Vanguard Personalized Indexing Management Portfolio holdings

AUM $12.2B
1-Year Est. Return 47.93%
This Fund
S&P 500
This Quarter Est. Return
+26.62%
1 Year Est. Return
+47.93%
3 Year Est. Return
+147.44%
5 Year Est. Return
+203.96%
10 Year Est. Return
–
AUM
$12.2B
AUM Growth
+$2B
Cap. Flow
+$438M
Cap. Flow %
3.6%
Top 10 Hldgs %
30.96%
Holding
2,354
New
189
Increased
1,270
Reduced
768
Closed
112

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$30.4M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$26.6M
3
NVDA icon
NVIDIA
NVDA
+$19.4M
4
AMZN icon
Amazon
AMZN
+$15.7M
5
JPM icon
JPMorgan Chase
JPM
+$12.5M

Top Sells

Rank Stock Value
1
HON icon
Honeywell
HON
+$9.9M
2
CMCSA icon
Comcast
CMCSA
+$4.01M
3
COST icon
Costco
COST
+$3.57M
4
CTRA
Coterra Energy
CTRA
+$3.49M
5
MCD icon
McDonald's
MCD
+$3.31M

Sector Composition

Rank Sector Weight
1 Technology 36.45%
2 Financials 13.11%
3 Industrials 9.27%
4 Healthcare 9.07%
5 Communication Services 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MT icon
576
ArcelorMittal
MT
$55.1B
$2.4M 0.02%
39,914
+2,681
+7% +$168K
KGC icon
577
Kinross Gold
KGC
$33B
$2.4M 0.02%
101,588
+2,865
+3% +$84.2K
ARES icon
578
Ares Management
ARES
$28.3B
$2.39M 0.02%
21,508
+3,153
+17% +$378K
DXCM icon
579
DexCom
DXCM
$33B
$2.39M 0.02%
35,508
+751
+2% +$50K
WCC
580
WESCO International
WCC
$16.3B
$2.39M 0.02%
6,923
+381
+6% +$129K
MEDP icon
581
Medpace
MEDP
$17.2B
$2.39M 0.02%
4,512
-60
-1% -$27.7K
HALO icon
582
Halozyme
HALO
$12.3B
$2.38M 0.02%
30,414
+929
+3% +$63.3K
WDS icon
583
Woodside Energy
WDS
$43.9B
$2.35M 0.02%
121,729
+11,267
+10% +$251K
FTV icon
584
Fortive
FTV
$16.7B
$2.35M 0.02%
38,458
+334
+0.9% +$20K
EXEL icon
585
Exelixis
EXEL
$14.1B
$2.35M 0.02%
43,145
+2,601
+6% +$127K
AER icon
586
AerCap
AER
$22.4B
$2.33M 0.02%
15,977
+2,099
+15% +$298K
OTIS icon
587
Otis Worldwide
OTIS
$26.4B
$2.33M 0.02%
32,486
+89
+0.3% +$6.65K
CIB icon
588
Grupo Cibest SA
CIB
$23.2B
$2.32M 0.02%
29,261
+3,785
+15% +$273K
NXT icon
589
Nextpower Inc. Common Stock
NXT
$11.8B
$2.32M 0.02%
19,474
-1,803
-8% -$222K
TXT icon
590
Textron
TXT
$13.9B
$2.32M 0.02%
25,286
+836
+3% +$76K
ERIC icon
591
Ericsson
ERIC
$32.7B
$2.31M 0.02%
206,994
+30,451
+17% +$367K
RNR icon
592
RenaissanceRe
RNR
$13.6B
$2.3M 0.02%
7,259
+287
+4% +$86.3K
FHN icon
593
First Horizon
FHN
$11.3B
$2.3M 0.02%
89,638
-1,313
-1% -$32K
AKAM icon
594
Akamai
AKAM
$15B
$2.28M 0.02%
19,285
-111
-0.6% -$13.8K
WWD icon
595
Woodward
WWD
$18.8B
$2.28M 0.02%
5,348
+9
+0.2% +$3.41K
SPXC icon
596
SPX Corp
SPXC
$8.95B
$2.27M 0.02%
9,265
-362
-4% -$79.2K
PPG icon
597
PPG Industries
PPG
$23.3B
$2.27M 0.02%
18,712
+3,214
+21% +$358K
HUBS icon
598
HubSpot
HUBS
$11.8B
$2.26M 0.02%
12,390
-3,618
-23% -$757K
RRX icon
599
Regal Rexnord
RRX
$9.94B
$2.25M 0.02%
9,467
+782
+9% +$163K
MTH icon
600
Meritage Homes
MTH
$4.17B
$2.25M 0.02%
26,863
+3,623
+16% +$247K
22 23
24
25 26

Similar funds

PI
PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Vanguard Personalized Indexing Management's Q2 2026 Portfolio in Review

As of Q2 2026, Vanguard Personalized Indexing Management held 2,354 positions worth $12.2B, up 20% from $10.2B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Vanguard Personalized Indexing Management deployed $438M of net new capital in Q2 2026, opening 189 new positions and adding to 1,270 existing holdings. Its largest new stake was Honeywell Aerospace: 44,382 shares worth $9.81M.

By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 32% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was Honeywell, an estimated $9.9M trimmed.

  • Vanguard Personalized Indexing Management's largest Q2 2026 buy was Honeywell Aerospace: 44,382 shares worth $9.81M.
  • Vanguard Personalized Indexing Management added most to Apple in Q2 2026, an estimated $30.4M increase.
  • Vanguard Personalized Indexing Management's biggest Q2 2026 reduction was Honeywell, cutting an estimated $9.9M.
  • Vanguard Personalized Indexing Management fully exited Coterra Energy in Q2 2026, selling an estimated $3.49M.
  • Vanguard Personalized Indexing Management's ten largest holdings make up 31% of its $12.2B portfolio in Q2 2026.
  • Vanguard Personalized Indexing Management opened 189 new positions and closed 112 in Q2 2026.
  • Vanguard Personalized Indexing Management's portfolio value rose 20% quarter-over-quarter to $12.2B.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.