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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
RPM icon
876
RPM International
RPM
$13.7B
$1.11M 0.01%
11,177
-59
-0.5% -$6.38K
AUB icon
877
Atlantic Union Bankshares
AUB
$6.02B
$1.11M 0.01%
31,064
+15,215
+96% +$573K
GPC icon
878
Genuine Parts
GPC
$17B
$1.11M 0.01%
10,495
-369
-3% -$45.7K
WLK icon
879
Westlake Corp
WLK
$9.47B
$1.11M 0.01%
9,463
-292
-3% -$28.3K
NLY icon
880
Annaly Capital Management
NLY
$16.8B
$1.1M 0.01%
52,227
+3,649
+8% +$83.1K
SLAB icon
881
Silicon Laboratories
SLAB
$7.16B
$1.1M 0.01%
5,304
+1,234
+30% +$226K
DCI icon
882
Donaldson
DCI
$10.7B
$1.1M 0.01%
12,939
-321
-2% -$31K
ZBH icon
883
Zimmer Biomet
ZBH
$17.7B
$1.1M 0.01%
12,125
+2,270
+23% +$208K
PCOR icon
884
Procore
PCOR
$6.41B
$1.09M 0.01%
19,161
+8,369
+78% +$495K
DVA icon
885
DaVita
DVA
$15.1B
$1.09M 0.01%
7,070
+1,357
+24% +$184K
DSGX icon
886
Descartes Systems
DSGX
$5.8B
$1.09M 0.01%
15,184
+1,307
+9% +$96.5K
SIMO icon
887
Silicon Motion
SIMO
$9.28B
$1.09M 0.01%
9,674
+1,151
+14% +$140K
HP icon
888
Helmerich & Payne
HP
$3.52B
$1.09M 0.01%
30,121
+1,797
+6% +$61.3K
OII icon
889
Oceaneering
OII
$5.06B
$1.08M 0.01%
30,587
+16,897
+123% +$547K
VSXY
890
Victoria's Secret
VSXY
$6.63B
$1.08M 0.01%
23,272
+3,678
+19% +$205K
UI icon
891
Ubiquiti
UI
$32B
$1.07M 0.01%
1,357
-20
-1% -$13.6K
VMI icon
892
Valmont Industries
VMI
$9.39B
$1.07M 0.01%
2,682
+379
+16% +$166K
BYD icon
893
Boyd Gaming
BYD
$6.39B
$1.07M 0.01%
13,004
+678
+6% +$56.9K
WMS icon
894
Advanced Drainage Systems
WMS
$10.9B
$1.07M 0.01%
7,787
-300
-4% -$46.4K
FTAI icon
895
FTAI Aviation
FTAI
$22.2B
$1.07M 0.01%
4,349
-441
-9% -$117K
SW
896
Smurfit Westrock
SW
$23.7B
$1.06M 0.01%
26,705
+8,242
+45% +$355K
CPB icon
897
Campbell Soup
CPB
$6.47B
$1.06M 0.01%
47,781
-389
-0.8% -$9.99K
AR icon
898
Antero Resources
AR
$11B
$1.06M 0.01%
25,031
-493
-2% -$18K
NTNX icon
899
Nutanix
NTNX
$14.7B
$1.06M 0.01%
27,921
+8,806
+46% +$371K
IWD icon
900
iShares Russell 1000 Value ETF
IWD
$82B
$1.06M 0.01%
4,966
+3,411
+219% +$747K
34 35
36
37 38

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IIM
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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
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RI
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MG
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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.