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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 Consumer Discretionary 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVX icon
51
Chevron
CVX
$409B
$39.4M 0.32%
237,649
+1,588
+0.7% +$296K
PM icon
52
Philip Morris
PM
$284B
$39.2M 0.32%
216,839
+6,682
+3% +$1.16M
IBM icon
53
IBM
IBM
$221B
$38.5M 0.32%
136,885
+11,100
+9% +$2.8M
AMGN icon
54
Amgen
AMGN
$236B
$38.2M 0.31%
105,365
+9,336
+10% +$3.2M
C icon
55
Citigroup
C
$231B
$36.8M 0.3%
262,954
+6,575
+3% +$856K
LIN icon
56
Linde
LIN
$220B
$35.8M 0.29%
69,000
+12,000
+21% +$6.08M
PLTR icon
57
Palantir
PLTR
$419B
$35.1M 0.29%
301,158
-10,359
-3% -$1.41M
ETN icon
58
Eaton
ETN
$160B
$34.8M 0.29%
81,722
+5,553
+7% +$2.24M
AXP icon
59
American Express
AXP
$220B
$32.7M 0.27%
96,697
+6,848
+8% +$2.19M
WFC icon
60
Wells Fargo
WFC
$272B
$32.7M 0.27%
395,099
-379
-0.1% -$30.5K
ADI icon
61
Analog Devices
ADI
$176B
$32.3M 0.27%
81,383
+6,615
+9% +$2.62M
MRVL icon
62
Marvell Technology
MRVL
$201B
$31.3M 0.26%
105,141
+11,782
+13% +$2.36M
DE icon
63
Deere & Co
DE
$187B
$30M 0.25%
47,264
+5,959
+14% +$3.45M
ANET icon
64
Arista Networks
ANET
$244B
$29.2M 0.24%
171,945
+6,198
+4% +$974K
UNP icon
65
Union Pacific
UNP
$172B
$29M 0.24%
106,722
+17,003
+19% +$4.46M
NEE icon
66
NextEra Energy
NEE
$174B
$28.6M 0.23%
325,866
-7,420
-2% -$671K
MCD icon
67
McDonald's
MCD
$181B
$28.2M 0.23%
104,467
-11,546
-10% -$3.31M
GILD icon
68
Gilead Sciences
GILD
$187B
$26.7M 0.22%
211,436
-1,595
-0.7% -$210K
QCOM icon
69
Qualcomm
QCOM
$180B
$25.9M 0.21%
140,207
+15,394
+12% +$2.88M
TMO icon
70
Thermo Fisher Scientific
TMO
$227B
$25.1M 0.21%
49,988
-2,872
-5% -$1.38M
CMI icon
71
Cummins
CMI
$77.2B
$24.1M 0.2%
33,793
+482
+1% +$318K
ISRG icon
72
Intuitive Surgical
ISRG
$130B
$23.2M 0.19%
58,295
-2,245
-4% -$981K
BKNG icon
73
Booking.com
BKNG
$145B
$23M 0.19%
129,078
+3,103
+2% +$529K
PEP icon
74
PepsiCo
PEP
$188B
$23M 0.19%
169,766
-20,176
-11% -$3.02M
CB icon
75
Chubb
CB
$132B
$23M 0.19%
67,373
+1,279
+2% +$417K
1 2
3
4 5

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.