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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 Communication Services 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MOS icon
801
The Mosaic Company
MOS
$7.99B
$1.42M 0.01%
66,821
+9,258
+16% +$214K
EG icon
802
Everest Group
EG
$14.6B
$1.41M 0.01%
3,961
+58
+1% +$19.9K
NTNX icon
803
Nutanix
NTNX
$18.7B
$1.41M 0.01%
27,758
-163
-0.6% -$7.37K
FTAI icon
804
FTAI Aviation
FTAI
$19.2B
$1.41M 0.01%
5,228
+879
+20% +$221K
YUMC icon
805
Yum China
YUMC
$14.1B
$1.41M 0.01%
34,451
-8,361
-20% -$383K
SCI icon
806
Service Corp International
SCI
$11B
$1.41M 0.01%
18,512
-2,552
-12% -$200K
GPK icon
807
Graphic Packaging
GPK
$2.93B
$1.41M 0.01%
133,030
+81,681
+159% +$833K
SBS icon
808
Sabesp
SBS
$18.5B
$1.41M 0.01%
243,164
+57,244
+31% +$347K
BLD
809
DELISTED
TopBuild
BLD
$1.4M 0.01%
3,957
+185
+5% +$76.3K
DFAC icon
810
Dimensional US Core Equity 2 ETF
DFAC
$48.6B
$1.4M 0.01%
31,611
– –
UBSI icon
811
United Bankshares
UBSI
$6.51B
$1.4M 0.01%
30,525
-1,770
-5% -$77.4K
PBF icon
812
PBF Energy
PBF
$9.03B
$1.39M 0.01%
30,596
+3,393
+12% +$141K
CPA icon
813
Copa Holdings
CPA
$5.29B
$1.39M 0.01%
8,935
-1,043
-10% -$136K
WTFC icon
814
Wintrust Financial
WTFC
$10.2B
$1.39M 0.01%
8,642
+232
+3% +$34.9K
CPNG icon
815
Coupang
CPNG
$26.7B
$1.39M 0.01%
79,876
-3,165
-4% -$57.1K
LEA icon
816
Lear
LEA
$6.18B
$1.37M 0.01%
10,198
-356
-3% -$47.7K
AROC icon
817
Archrock
AROC
$5.51B
$1.36M 0.01%
33,472
+1,387
+4% +$51K
SBAC icon
818
SBA Communications
SBAC
$19.5B
$1.36M 0.01%
7,713
– –
GMAB icon
819
Genmab
GMAB
$21.2B
$1.36M 0.01%
49,511
-7,781
-14% -$207K
CWEN icon
820
Clearway Energy Class C
CWEN
$6.17B
$1.36M 0.01%
39,705
+7,273
+22% +$282K
NDSN icon
821
Nordson
NDSN
$17.4B
$1.35M 0.01%
4,471
+182
+4% +$51.6K
MOH icon
822
Molina Healthcare
MOH
$10.7B
$1.35M 0.01%
5,894
-414
-7% -$75K
CBT icon
823
Cabot Corp
CBT
$4.1B
$1.35M 0.01%
14,813
-313
-2% -$25.6K
PR
824
Permian Resources
PR
$19.3B
$1.34M 0.01%
73,047
+3,874
+6% +$77.8K
WAL icon
825
Western Alliance Bancorporation
WAL
$8.82B
$1.34M 0.01%
16,334
+439
+3% +$34.7K
31 32
33
34 35

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.