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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
RIG icon
701
Transocean
RIG
$5.89B
$1.6M 0.02%
240,639
+15,941
+7% +$89.8K
IWB icon
702
iShares Russell 1000 ETF
IWB
$47.7B
$1.59M 0.02%
4,460
+566
+15% +$211K
FNV icon
703
Franco-Nevada
FNV
$41.3B
$1.59M 0.02%
6,434
-43
-0.7% -$10.6K
MAA icon
704
Mid-America Apartment Communities
MAA
$15.5B
$1.59M 0.02%
12,990
-3,983
-23% -$526K
OC icon
705
Owens Corning
OC
$11.2B
$1.58M 0.02%
14,634
-853
-6% -$102K
MAS icon
706
Masco
MAS
$15.6B
$1.58M 0.02%
26,230
-1,418
-5% -$95.9K
BKH icon
707
Black Hills Corp
BKH
$5.72B
$1.58M 0.02%
22,757
-271
-1% -$19.5K
APPF icon
708
AppFolio
APPF
$5.8B
$1.58M 0.02%
9,989
+5,350
+115% +$1.01M
ASTS icon
709
AST SpaceMobile
ASTS
$17.7B
$1.58M 0.02%
19,009
+57
+0.3% +$5.38K
GDDY icon
710
GoDaddy
GDDY
$11.6B
$1.57M 0.02%
19,050
+3,986
+26% +$378K
IVW icon
711
iShares S&P 500 Growth ETF
IVW
$72.9B
$1.57M 0.02%
13,903
-1,965
-12% -$236K
CYTK icon
712
Cytokinetics
CYTK
$11.1B
$1.57M 0.02%
23,835
+3,110
+15% +$198K
CPNG icon
713
Coupang
CPNG
$28.1B
$1.57M 0.02%
83,041
-307
-0.4% -$6.01K
ESGD icon
714
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
$1.57M 0.02%
+16,380
New +$1.62M
ENTG icon
715
Entegris
ENTG
$20.6B
$1.56M 0.02%
13,315
+1,403
+12% +$166K
MGM icon
716
MGM Resorts International
MGM
$11.5B
$1.54M 0.02%
41,675
-211
-0.5% -$7.51K
PFGC icon
717
Performance Food Group
PFGC
$17.3B
$1.54M 0.02%
17,989
-1,302
-7% -$119K
G icon
718
Genpact
G
$5.15B
$1.54M 0.02%
41,320
-4,683
-10% -$193K
PEN icon
719
Penumbra
PEN
$12.5B
$1.54M 0.02%
4,687
-128
-3% -$43.3K
GMAB icon
720
Genmab
GMAB
$17.9B
$1.54M 0.02%
57,292
-16,362
-22% -$490K
OMF icon
721
OneMain Financial
OMF
$6.79B
$1.54M 0.02%
28,721
+2,086
+8% +$124K
SE icon
722
Sea Limited
SE
$60.9B
$1.53M 0.02%
18,474
-1,489
-7% -$160K
PBA icon
723
Pembina Pipeline
PBA
$29.8B
$1.53M 0.02%
34,149
+689
+2% +$29.2K
IFF icon
724
International Flavors & Fragrances
IFF
$18.8B
$1.53M 0.02%
21,046
-675
-3% -$49.5K
APTV icon
725
Aptiv
APTV
$11.9B
$1.53M 0.02%
21,984
+1,954
+10% +$151K
27 28
29
30 31

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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.