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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
UHS icon
626
Universal Health Services
UHS
$9.16B
$1.89M 0.02%
10,559
-356
-3% -$73.1K
LULU icon
627
lululemon athletica
LULU
$12.6B
$1.88M 0.02%
12,272
+1,013
+9% +$182K
SGI
628
Somnigroup International
SGI
$14.5B
$1.88M 0.02%
25,369
+3,441
+16% +$299K
NVR icon
629
NVR
NVR
$16.6B
$1.86M 0.02%
283
-9
-3% -$65.6K
ALLY icon
630
Ally Financial
ALLY
$13.4B
$1.86M 0.02%
47,534
+1,157
+2% +$47.6K
FIVE icon
631
Five Below
FIVE
$11.1B
$1.86M 0.02%
8,149
– –
PDD icon
632
Pinduoduo
PDD
$119B
$1.86M 0.02%
18,195
+507
+3% +$53.3K
KHC icon
633
Kraft Heinz
KHC
$30.1B
$1.86M 0.02%
82,571
-12,506
-13% -$294K
CIB icon
634
Grupo Cibest SA
CIB
$20.6B
$1.85M 0.02%
25,476
-442
-2% -$32.5K
KIM icon
635
Kimco Realty
KIM
$17.4B
$1.85M 0.02%
82,160
+14,128
+21% +$311K
EL icon
636
Estee Lauder
EL
$28.9B
$1.84M 0.02%
25,666
+228
+0.9% +$23.3K
OKTA icon
637
Okta
OKTA
$23.7B
$1.84M 0.02%
23,360
-343
-1% -$28.5K
INSM icon
638
Insmed
INSM
$23.3B
$1.83M 0.02%
11,210
-214
-2% -$32.9K
MASI
639
DELISTED
Masimo
MASI
$1.82M 0.02%
10,251
+2,728
+36% +$428K
FLUT icon
640
Flutter Entertainment
FLUT
$17.5B
$1.82M 0.02%
17,842
+4,379
+33% +$631K
AVY icon
641
Avery Dennison
AVY
$11.9B
$1.81M 0.02%
10,500
-830
-7% -$152K
WBS icon
642
Webster Financial
WBS
$12.2B
$1.81M 0.02%
26,107
-248
-0.9% -$17K
LECO icon
643
Lincoln Electric
LECO
$13.7B
$1.81M 0.02%
7,272
+2,209
+44% +$591K
ALC icon
644
Alcon
ALC
$32.8B
$1.81M 0.02%
24,028
-1,466
-6% -$117K
IP icon
645
International Paper
IP
$20.1B
$1.8M 0.02%
50,541
-2,130
-4% -$88.5K
FHI icon
646
Federated Hermes
FHI
$4.35B
$1.79M 0.02%
31,580
+1,270
+4% +$69.6K
LFUS icon
647
Littelfuse
LFUS
$10.5B
$1.79M 0.02%
5,276
+281
+6% +$91.2K
WCC
648
WESCO International
WCC
$16.1B
$1.79M 0.02%
6,542
-255
-4% -$71.6K
FLS icon
649
Flowserve
FLS
$9.16B
$1.78M 0.02%
24,260
+10,640
+78% +$843K
IHG icon
650
InterContinental Hotels
IHG
$22.7B
$1.78M 0.02%
13,358
-760
-5% -$105K
24 25
26
27 28

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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.