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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
PIPR icon
851
Piper Sandler
PIPR
$5.14B
$1.16M 0.01%
15,180
+1,088
+8% +$89.3K
BRX icon
852
Brixmor Property Group
BRX
$9.93B
$1.16M 0.01%
40,236
+651
+2% +$18.4K
CELH icon
853
Celsius Holdings
CELH
$6.96B
$1.16M 0.01%
32,603
-1,716
-5% -$81.4K
VXUS icon
854
Vanguard Total International Stock ETF
VXUS
$154B
$1.15M 0.01%
14,954
-322
-2% -$25.6K
JXN icon
855
Jackson Financial
JXN
$8.28B
$1.15M 0.01%
10,899
+502
+5% +$56.2K
CNO icon
856
CNO Financial Group
CNO
$4.97B
$1.15M 0.01%
27,965
+460
+2% +$19.2K
GIL icon
857
Gildan
GIL
$9.28B
$1.15M 0.01%
20,616
-1,492
-7% -$96.5K
NDSN icon
858
Nordson
NDSN
$16.5B
$1.14M 0.01%
4,289
+806
+23% +$222K
CBT icon
859
Cabot Corp
CBT
$4.66B
$1.14M 0.01%
15,126
+6,358
+73% +$462K
KNX icon
860
Knight Transportation
KNX
$12B
$1.14M 0.01%
19,729
+502
+3% +$28.8K
SBS icon
861
Sabesp
SBS
$19.8B
$1.13M 0.01%
185,920
-1,156
-0.6% -$6.35K
CPA icon
862
Copa Holdings
CPA
$5.67B
$1.13M 0.01%
9,978
-1,264
-11% -$166K
EXPO icon
863
Exponent
EXPO
$2.98B
$1.13M 0.01%
17,346
-3,504
-17% -$249K
AMCR icon
864
Amcor
AMCR
$20.3B
$1.13M 0.01%
28,469
-1,833
-6% -$81.1K
SCHM icon
865
Schwab US Mid-Cap ETF
SCHM
$14.7B
$1.13M 0.01%
36,521
-2,926
-7% -$93.2K
QUAL icon
866
iShares MSCI USA Quality Factor ETF
QUAL
$46B
$1.13M 0.01%
5,885
+168
+3% +$33.7K
WAL icon
867
Western Alliance Bancorporation
WAL
$9.05B
$1.13M 0.01%
15,895
-1,319
-8% -$110K
GNRC icon
868
Generac Holdings
GNRC
$12.2B
$1.13M 0.01%
5,765
+84
+1% +$16.1K
LOPE icon
869
Grand Canyon Education
LOPE
$3.75B
$1.12M 0.01%
6,613
-54
-0.8% -$9.06K
NTES icon
870
NetEase
NTES
$76.8B
$1.12M 0.01%
10,029
+135
+1% +$16.8K
IDA icon
871
Idacorp
IDA
$8.28B
$1.12M 0.01%
7,842
-2,152
-22% -$295K
AROC icon
872
Archrock
AROC
$6.5B
$1.12M 0.01%
32,085
+14,680
+84% +$469K
PHG icon
873
Philips
PHG
$25.6B
$1.12M 0.01%
42,213
-8,105
-16% -$229K
NU icon
874
Nu Holdings
NU
$69B
$1.11M 0.01%
77,522
-5,607
-7% -$90.9K
ARW icon
875
Arrow Electronics
ARW
$11B
$1.11M 0.01%
7,757
-1,541
-17% -$211K
33 34
35
36 37

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.