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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
CCK icon
726
Crown Holdings
CCK
$12.5B
$1.52M 0.01%
15,192
+422
+3% +$45.1K
VOD icon
727
Vodafone
VOD
$35.1B
$1.52M 0.01%
101,309
-42,400
-30% -$620K
IOT icon
728
Samsara
IOT
$18.3B
$1.52M 0.01%
47,972
+20,827
+77% +$636K
NFG icon
729
National Fuel Gas
NFG
$7.8B
$1.52M 0.01%
16,134
-244
-1% -$21.3K
MANH icon
730
Manhattan Associates
MANH
$8.72B
$1.51M 0.01%
11,365
+712
+7% +$107K
SAIA icon
731
Saia
SAIA
$11.3B
$1.51M 0.01%
4,289
+57
+1% +$20.8K
MOD icon
732
Modine Manufacturing
MOD
$13.3B
$1.51M 0.01%
6,949
+2,068
+42% +$389K
ADC icon
733
Agree Realty
ADC
$9.59B
$1.5M 0.01%
19,870
+360
+2% +$27.3K
HBM icon
734
Hudbay
HBM
$10B
$1.49M 0.01%
71,497
-2,657
-4% -$62.1K
EXE
735
Expand Energy Corp
EXE
$21.9B
$1.49M 0.01%
13,590
-1,018
-7% -$109K
AM icon
736
Antero Midstream
AM
$10.9B
$1.49M 0.01%
65,425
-1,201
-2% -$24.8K
STM icon
737
STMicroelectronics
STM
$47.7B
$1.49M 0.01%
43,168
+762
+2% +$23.8K
MGA icon
738
Magna International
MGA
$17.9B
$1.49M 0.01%
26,718
-3,132
-10% -$179K
HMC icon
739
Honda
HMC
$36.3B
$1.49M 0.01%
61,238
-39,722
-39% -$1.15M
CHRD icon
740
Chord Energy
CHRD
$7.82B
$1.49M 0.01%
10,457
+219
+2% +$23.9K
AYI icon
741
Acuity Brands
AYI
$9.79B
$1.49M 0.01%
5,304
-61
-1% -$18.5K
FLR icon
742
Fluor
FLR
$7.44B
$1.48M 0.01%
31,739
+4,408
+16% +$205K
PSO icon
743
Pearson
PSO
$9.63B
$1.48M 0.01%
112,621
+944
+0.8% +$12.3K
PR
744
Permian Resources
PR
$17.9B
$1.47M 0.01%
69,173
+2,937
+4% +$50.7K
LSCC icon
745
Lattice Semiconductor
LSCC
$18.9B
$1.47M 0.01%
15,890
+2,358
+17% +$211K
GMED icon
746
Globus Medical
GMED
$10.2B
$1.47M 0.01%
17,078
+890
+5% +$79.9K
QMMM
747
QMMM Holdings
QMMM
$1.47M 0.01%
12,314
-59
-0.5% -$7.04K
MOS icon
748
The Mosaic Company
MOS
$7.08B
$1.47M 0.01%
57,563
-1,434
-2% -$39.3K
AFG icon
749
American Financial Group
AFG
$11.7B
$1.46M 0.01%
11,424
-759
-6% -$98.6K
ROKU icon
750
Roku
ROKU
$21B
$1.45M 0.01%
15,374
-329
-2% -$32K
28 29
30
31 32

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.