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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
BWXT icon
601
BWX Technologies
BWXT
$16.2B
$1.99M 0.02%
9,717
+386
+4% +$78.4K
WFRD icon
602
Weatherford International
WFRD
$6.14B
$1.97M 0.02%
20,859
-1,652
-7% -$155K
EWBC icon
603
East-West Bancorp
EWBC
$17.9B
$1.96M 0.02%
18,378
+1,093
+6% +$123K
GGG icon
604
Graco
GGG
$12.9B
$1.96M 0.02%
23,165
+2,466
+12% +$218K
EQR icon
605
Equity Residential
EQR
$25.6B
$1.96M 0.02%
33,136
+240
+0.7% +$14.8K
LII icon
606
Lennox International
LII
$18.7B
$1.96M 0.02%
4,222
+226
+6% +$116K
TKO icon
607
TKO Group
TKO
$13.5B
$1.96M 0.02%
9,707
+538
+6% +$110K
BJ icon
608
BJs Wholesale Club
BJ
$11.7B
$1.95M 0.02%
19,794
-447
-2% -$43.1K
AMKR icon
609
Amkor Technology
AMKR
$16.2B
$1.94M 0.02%
43,159
+6,938
+19% +$332K
TSN icon
610
Tyson Foods
TSN
$20B
$1.94M 0.02%
30,329
-2,283
-7% -$142K
MT icon
611
ArcelorMittal
MT
$49.9B
$1.94M 0.02%
37,233
-19,646
-35% -$1.09M
LVS icon
612
Las Vegas Sands
LVS
$30.5B
$1.93M 0.02%
35,903
+42
+0.1% +$2.39K
CSL icon
613
Carlisle Companies
CSL
$13.4B
$1.93M 0.02%
5,790
+488
+9% +$178K
SPXC icon
614
SPX Corp
SPXC
$11B
$1.92M 0.02%
9,627
+4,205
+78% +$903K
ELAN icon
615
Elanco Animal Health
ELAN
$12.4B
$1.91M 0.02%
79,946
-1,302
-2% -$31.8K
WWD icon
616
Woodward
WWD
$24.5B
$1.91M 0.02%
5,339
+22
+0.4% +$7.92K
KTOS icon
617
Kratos Defense & Security Solutions
KTOS
$9.27B
$1.91M 0.02%
27,056
+7,881
+41% +$756K
HALO icon
618
Halozyme
HALO
$9.59B
$1.91M 0.02%
29,485
-1,184
-4% -$83.5K
RMBS icon
619
Rambus
RMBS
$11.2B
$1.91M 0.02%
22,144
+424
+2% +$42.3K
AER icon
620
AerCap
AER
$23.4B
$1.9M 0.02%
13,878
-3,388
-20% -$485K
PINS icon
621
Pinterest
PINS
$12.3B
$1.9M 0.02%
103,802
+16,062
+18% +$335K
SUSA icon
622
iShares ESG Optimized MSCI USA ETF
SUSA
$3.97B
$1.9M 0.02%
14,393
– –
AES icon
623
AES
AES
$10.6B
$1.89M 0.02%
134,381
+610
+0.5% +$9.08K
SLF icon
624
Sun Life Financial
SLF
$45.1B
$1.89M 0.02%
30,229
-1,580
-5% -$101K
TMHC icon
625
Taylor Morrison
TMHC
$6.67B
$1.89M 0.02%
32,465
+7,289
+29% +$456K
23 24
25
26 27

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.