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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
APH icon
51
Amphenol
APH
$188B
$29.4M 0.29%
232,293
-11,052
-5% -$1.56M
C icon
52
Citigroup
C
$221B
$29.1M 0.29%
256,379
+11,805
+5% +$1.34M
T icon
53
AT&T
T
$153B
$28.8M 0.28%
994,247
+87,006
+10% +$2.32M
UNH icon
54
UnitedHealth
UNH
$384B
$28.3M 0.28%
104,674
-11,531
-10% -$3.43M
ASML icon
55
ASML
ASML
$686B
$28.3M 0.28%
21,406
-8
-0% -$11K
LIN icon
56
Linde
LIN
$241B
$28.3M 0.28%
57,000
+9,235
+19% +$4.36M
ISRG icon
57
Intuitive Surgical
ISRG
$142B
$27.9M 0.27%
60,540
+639
+1% +$323K
ETN icon
58
Eaton
ETN
$154B
$27.2M 0.27%
76,169
+3,750
+5% +$1.33M
AXP icon
59
American Express
AXP
$247B
$27.2M 0.27%
89,849
-821
-0.9% -$275K
TMO icon
60
Thermo Fisher Scientific
TMO
$202B
$26M 0.26%
52,860
+851
+2% +$462K
ABT icon
61
Abbott
ABT
$172B
$25.5M 0.25%
247,994
-6,746
-3% -$762K
LOW icon
62
Lowe's Companies
LOW
$121B
$23.8M 0.23%
100,742
+3,197
+3% +$834K
ADI icon
63
Analog Devices
ADI
$185B
$23.8M 0.23%
74,768
+4,563
+6% +$1.45M
DE icon
64
Deere & Co
DE
$162B
$23.3M 0.23%
41,305
+3,014
+8% +$1.7M
CRM icon
65
Salesforce
CRM
$141B
$23.1M 0.23%
123,672
+6,892
+6% +$1.43M
VZ icon
66
Verizon
VZ
$183B
$22.9M 0.22%
455,385
+52,798
+13% +$2.45M
TXN icon
67
Texas Instruments
TXN
$265B
$22.8M 0.22%
117,349
+9,441
+9% +$1.91M
BLK icon
68
Blackrock
BLK
$168B
$22.3M 0.22%
23,214
+787
+4% +$828K
UNP icon
69
Union Pacific
UNP
$178B
$21.8M 0.21%
89,719
+6,315
+8% +$1.55M
CB icon
70
Chubb
CB
$133B
$21.5M 0.21%
66,094
+3,393
+5% +$1.09M
LMT icon
71
Lockheed Martin
LMT
$118B
$21.3M 0.21%
35,246
+5,127
+17% +$3.16M
COP icon
72
ConocoPhillips
COP
$137B
$21.3M 0.21%
161,075
+9,458
+6% +$1.05M
BKNG icon
73
Booking.com
BKNG
$143B
$21.2M 0.21%
125,975
-6,675
-5% -$1.23M
MCK icon
74
McKesson
MCK
$98.5B
$20.8M 0.2%
24,079
+752
+3% +$671K
GLW icon
75
Corning
GLW
$136B
$20.7M 0.2%
152,330
+5,046
+3% +$609K
1 2
3
4 5

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GT
Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return
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

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.