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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
FCFS icon
676
FirstCash
FCFS
$8.65B
$1.68M 0.02%
8,928
+5,600
+168% +$1.01M
NWSA icon
677
News Corp Class A
NWSA
$14.3B
$1.68M 0.02%
67,254
+15,419
+30% +$382K
SII
678
Sprott
SII
$2.72B
$1.68M 0.02%
11,726
-381
-3% -$51K
SFM icon
679
Sprouts Farmers Market
SFM
$6.91B
$1.67M 0.02%
21,680
-1,882
-8% -$140K
COLB icon
680
Columbia Banking Systems
COLB
$9.34B
$1.67M 0.02%
60,923
-4,598
-7% -$133K
OSK icon
681
Oshkosh
OSK
$9.48B
$1.67M 0.02%
11,339
+626
+6% +$97.6K
DAR icon
682
Darling Ingredients
DAR
$10.1B
$1.67M 0.02%
26,986
+2,817
+12% +$139K
WTRG icon
683
Essential Utilities
WTRG
$11.2B
$1.67M 0.02%
41,368
-409
-1% -$16.1K
FCNCA icon
684
First Citizens BancShares
FCNCA
$25.2B
$1.66M 0.02%
882
-16
-2% -$32.1K
PPG icon
685
PPG Industries
PPG
$25.4B
$1.66M 0.02%
15,498
-716
-4% -$81.2K
MLI icon
686
Mueller Industries
MLI
$14B
$1.65M 0.02%
29,822
+674
+2% +$40.4K
OHI icon
687
Omega Healthcare
OHI
$15.2B
$1.64M 0.02%
37,503
+2,710
+8% +$124K
WSO icon
688
Watsco Inc
WSO
$14.8B
$1.64M 0.02%
4,510
+329
+8% +$127K
HL icon
689
Hecla Mining
HL
$10.3B
$1.64M 0.02%
87,932
+23,341
+36% +$525K
CRS icon
690
Carpenter Technology
CRS
$29.9B
$1.64M 0.02%
4,156
-60
-1% -$21.9K
TXRH icon
691
Texas Roadhouse
TXRH
$12.5B
$1.63M 0.02%
9,874
+691
+8% +$124K
SOLS
692
Solstice Advanced Materials
SOLS
$9.67B
$1.63M 0.02%
21,391
-58
-0.3% -$3.98K
RRX icon
693
Regal Rexnord
RRX
$14.2B
$1.63M 0.02%
8,685
+456
+6% +$84.8K
WY icon
694
Weyerhaeuser
WY
$17B
$1.62M 0.02%
66,419
-6,482
-9% -$163K
PNW icon
695
Pinnacle West Capital
PNW
$12.8B
$1.61M 0.02%
16,022
+1,760
+12% +$170K
AFRM icon
696
Affirm
AFRM
$23.8B
$1.61M 0.02%
35,223
-664
-2% -$38.4K
GPN icon
697
Global Payments
GPN
$21.3B
$1.61M 0.02%
23,974
+5,548
+30% +$409K
DOC icon
698
Healthpeak Properties
DOC
$15.2B
$1.61M 0.02%
97,859
+665
+0.7% +$11.4K
KEX icon
699
Kirby Corp
KEX
$7.97B
$1.61M 0.02%
12,092
+416
+4% +$52.7K
ESS icon
700
Essex Property Trust
ESS
$18.8B
$1.6M 0.02%
6,597
+702
+12% +$177K
26 27
28
29 30

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.