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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
LDOS icon
576
Leidos
LDOS
$13.9B
$2.13M 0.02%
13,708
-1,515
-10% -$272K
PNR icon
577
Pentair
PNR
$10B
$2.13M 0.02%
24,469
-132
-0.5% -$12.9K
ZM icon
578
Zoom
ZM
$24.7B
$2.13M 0.02%
26,497
-3,176
-11% -$266K
JKHY icon
579
Jack Henry & Associates
JKHY
$10.5B
$2.13M 0.02%
13,456
-127
-0.9% -$21.8K
HAS icon
580
Hasbro
HAS
$12.4B
$2.13M 0.02%
22,719
-335
-1% -$31.3K
KDP icon
581
Keurig Dr Pepper
KDP
$40.4B
$2.12M 0.02%
80,703
-18,585
-19% -$521K
FNF icon
582
Fidelity National Financial
FNF
$13.1B
$2.12M 0.02%
45,796
+22,259
+95% +$1.16M
THC icon
583
Tenet Healthcare
THC
$17.1B
$2.12M 0.02%
11,239
-87
-0.8% -$18.3K
FTV icon
584
Fortive
FTV
$18.5B
$2.11M 0.02%
38,124
+1,220
+3% +$68.4K
YUMC icon
585
Yum China
YUMC
$14.8B
$2.09M 0.02%
42,812
+29
+0.1% +$1.5K
HLN icon
586
Haleon
HLN
$42.8B
$2.09M 0.02%
208,415
+15,910
+8% +$166K
RNR icon
587
RenaissanceRe
RNR
$13.5B
$2.07M 0.02%
6,972
+89
+1% +$25.8K
FHN icon
588
First Horizon
FHN
$12.1B
$2.07M 0.02%
90,951
-2,058
-2% -$49.2K
HUM icon
589
Humana
HUM
$47.4B
$2.07M 0.02%
11,912
-2,390
-17% -$490K
CRDO icon
590
Credo Technology Group
CRDO
$44.1B
$2.06M 0.02%
21,977
+6,530
+42% +$795K
DT icon
591
Dynatrace
DT
$11.8B
$2.05M 0.02%
55,409
+22,353
+68% +$854K
RBC icon
592
RBC Bearings
RBC
$18.8B
$2.03M 0.02%
3,742
+770
+26% +$409K
CRWV
593
CoreWeave
CRWV
$44.2B
$2.03M 0.02%
26,215
+7,831
+43% +$680K
NYT icon
594
New York Times
NYT
$11.4B
$2.03M 0.02%
24,250
-312
-1% -$23.6K
BWA icon
595
BorgWarner
BWA
$13.2B
$2.02M 0.02%
37,294
+6,953
+23% +$366K
KT icon
596
KT
KT
$8.7B
$2.01M 0.02%
93,908
+27,714
+42% +$596K
ARES icon
597
Ares Management
ARES
$27.4B
$2M 0.02%
18,355
-1,142
-6% -$152K
CRL icon
598
Charles River Laboratories
CRL
$11B
$2M 0.02%
11,587
-429
-4% -$79.5K
NVMI
599
Nova
NVMI
$14.5B
$1.99M 0.02%
4,583
-414
-8% -$182K
ERIC icon
600
Ericsson
ERIC
$30.6B
$1.99M 0.02%
176,543
-26,184
-13% -$283K
22 23
24
25 26

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.