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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
KEN icon
776
Kenon Holdings
KEN
$3.63B
$1.38M 0.01%
16,700
+427
+3% +$32.9K
HST icon
777
Host Hotels & Resorts
HST
$16.7B
$1.38M 0.01%
71,773
+7,467
+12% +$143K
UMBF icon
778
UMB Financial
UMBF
$10.7B
$1.36M 0.01%
12,099
+6,029
+99% +$726K
AGI icon
779
Alamos Gold
AGI
$12.4B
$1.36M 0.01%
30,643
-1,197
-4% -$52.8K
CG icon
780
Carlyle Group
CG
$16.1B
$1.36M 0.01%
28,033
+2,317
+9% +$128K
RIVN icon
781
Rivian
RIVN
$23.1B
$1.36M 0.01%
90,128
+2,402
+3% +$38.4K
FORM icon
782
FormFactor
FORM
$8.2B
$1.34M 0.01%
13,859
+3,826
+38% +$329K
UBSI icon
783
United Bankshares
UBSI
$6.5B
$1.34M 0.01%
32,295
+10,891
+51% +$453K
ESNT icon
784
Essent Group
ESNT
$6.03B
$1.34M 0.01%
22,883
-351
-2% -$21.4K
EMBJ
785
Embraer S.A. ADS
EMBJ
$11.7B
$1.34M 0.01%
22,520
-205
-0.9% -$14K
NTR icon
786
Nutrien
NTR
$32.8B
$1.33M 0.01%
17,678
-1,693
-9% -$121K
CR icon
787
Crane Co
CR
$12.8B
$1.33M 0.01%
7,799
+369
+5% +$70.8K
STRL icon
788
Sterling Infrastructure
STRL
$21B
$1.33M 0.01%
3,272
+889
+37% +$348K
SBAC icon
789
SBA Communications
SBAC
$18.9B
$1.33M 0.01%
7,713
-5,721
-43% -$1.07M
ALGN icon
790
Align Technology
ALGN
$11.9B
$1.33M 0.01%
7,737
+903
+13% +$158K
ROIV icon
791
Roivant Sciences
ROIV
$25.3B
$1.33M 0.01%
47,876
+2,920
+6% +$75K
PLXS icon
792
Plexus
PLXS
$6.88B
$1.33M 0.01%
6,547
+2,755
+73% +$524K
BLD
793
DELISTED
TopBuild
BLD
$1.33M 0.01%
3,772
+37
+1% +$16.6K
SITM icon
794
SiTime
SITM
$16B
$1.32M 0.01%
3,834
+710
+23% +$261K
ENS icon
795
EnerSys
ENS
$7.05B
$1.32M 0.01%
7,620
+4,096
+116% +$694K
FWONK icon
796
Liberty Media Series C
FWONK
$23.8B
$1.32M 0.01%
15,545
-2,042
-12% -$178K
SOLV icon
797
Solventum
SOLV
$13.5B
$1.32M 0.01%
20,211
+3,244
+19% +$241K
OGS icon
798
ONE Gas
OGS
$5.1B
$1.31M 0.01%
15,259
+6,869
+82% +$569K
HR icon
799
Healthcare Realty
HR
$7.37B
$1.31M 0.01%
77,328
+2,519
+3% +$44.2K
FDS icon
800
Factset
FDS
$8.86B
$1.31M 0.01%
6,018
-543
-8% -$127K
30 31
32
33 34

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.