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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
PFGC icon
601
Performance Food Group
PFGC
$14.3B
$2.25M 0.02%
20,113
+2,124
+12% +$202K
CYTK icon
602
Cytokinetics
CYTK
$9.65B
$2.24M 0.02%
26,340
+2,505
+11% +$180K
CDE icon
603
Coeur Mining
CDE
$19.5B
$2.24M 0.02%
137,258
+22,601
+20% +$412K
J icon
604
Jacobs Solutions
J
$16.8B
$2.23M 0.02%
17,716
-3,573
-17% -$439K
OC icon
605
Owens Corning
OC
$10B
$2.23M 0.02%
14,021
-613
-4% -$74.5K
ZM icon
606
Zoom
ZM
$26.8B
$2.23M 0.02%
25,789
-708
-3% -$66.9K
ALLY icon
607
Ally Financial
ALLY
$12.3B
$2.22M 0.02%
48,349
+815
+2% +$35.4K
VMRK
608
Vivmark Residential
VMRK
$48.7B
$2.22M 0.02%
32,621
-515
-2% -$33.4K
KHC icon
609
The Kraft Heinz Company
KHC
$29.3B
$2.19M 0.02%
92,886
+10,315
+12% +$238K
BG icon
610
Bunge Global
BG
$22.5B
$2.19M 0.02%
20,530
-1,155
-5% -$142K
IP icon
611
International Paper
IP
$18B
$2.19M 0.02%
57,378
+6,837
+14% +$234K
LPLA icon
612
LPL Financial
LPLA
$26.2B
$2.18M 0.02%
7,740
-614
-7% -$184K
STZ icon
613
Constellation Brands
STZ
$21B
$2.17M 0.02%
15,619
-5,894
-27% -$876K
AES icon
614
AES
AES
$10.6B
$2.17M 0.02%
147,687
+13,306
+10% +$193K
PINS icon
615
Pinterest
PINS
$10.6B
$2.15M 0.02%
102,215
-1,587
-2% -$31.9K
SF
616
Stifel
SF
$11.4B
$2.15M 0.02%
30,772
-1,622
-5% -$121K
DECK icon
617
Deckers Outdoor
DECK
$10.6B
$2.14M 0.02%
21,577
-2,177
-9% -$229K
FORM icon
618
FormFactor
FORM
$8.19B
$2.14M 0.02%
13,373
-486
-4% -$64.5K
MAS icon
619
Masco
MAS
$13.5B
$2.14M 0.02%
26,276
+46
+0.2% +$3.21K
AAL icon
620
American Airlines Group
AAL
$8.41B
$2.14M 0.02%
118,221
+8,477
+8% +$113K
VEEV icon
621
Veeva Systems
VEEV
$42.9B
$2.14M 0.02%
12,037
-2,508
-17% -$414K
FWONK icon
622
Liberty Media Series C
FWONK
$23.9B
$2.13M 0.02%
22,438
+6,893
+44% +$616K
SUSA icon
623
iShares ESG Optimized MSCI USA ETF
SUSA
$3.99B
$2.12M 0.02%
13,736
-657
-5% -$97K
CSL icon
624
Carlisle Companies
CSL
$12.6B
$2.12M 0.02%
5,831
+41
+0.7% +$14.4K
PSO icon
625
Pearson
PSO
$9.56B
$2.11M 0.02%
132,856
+20,235
+18% +$299K
23 24
25
26 27

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.