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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
PIPR icon
876
Piper Sandler
PIPR
$5.16B
$1.25M 0.01%
17,274
+2,094
+14% +$170K
COHU icon
877
Cohu
COHU
$2.4B
$1.25M 0.01%
16,902
-1,099
-6% -$54.9K
GDDY icon
878
GoDaddy
GDDY
$12.9B
$1.24M 0.01%
14,661
-4,389
-23% -$370K
IUSG icon
879
iShares Core S&P US Growth ETF
IUSG
$33B
$1.24M 0.01%
6,606
– –
CSGP icon
880
CoStar Group
CSGP
$12.6B
$1.24M 0.01%
43,870
+14,141
+48% +$486K
IWD icon
881
iShares Russell 1000 Value ETF
IWD
$82.8B
$1.24M 0.01%
5,123
+157
+3% +$36.6K
COKE icon
882
Coca-Cola Consolidated
COKE
$13.4B
$1.24M 0.01%
6,491
+135
+2% +$25.1K
BBIO icon
883
BridgeBio Pharma
BBIO
$13.5B
$1.23M 0.01%
16,563
-2,403
-13% -$168K
KRYS icon
884
Krystal Biotech
KRYS
$10.2B
$1.23M 0.01%
3,309
+282
+9% +$84.3K
H icon
885
Hyatt Hotels
H
$15.2B
$1.23M 0.01%
6,341
+1,367
+27% +$239K
UCTT
886
Ultra Clean Holdings
UCTT
$3.06B
$1.23M 0.01%
8,616
+1,126
+15% +$99.1K
DPZ icon
887
Domino's
DPZ
$10.1B
$1.23M 0.01%
4,148
+1,303
+46% +$429K
ABCB icon
888
Ameris Bancorp
ABCB
$5.65B
$1.22M 0.01%
13,565
+66
+0.5% +$5.61K
SMCI icon
889
Super Micro Computer
SMCI
$24.2B
$1.22M 0.01%
41,473
-5,127
-11% -$163K
AOS icon
890
A.O. Smith
AOS
$7.78B
$1.22M 0.01%
19,391
-1,535
-7% -$93K
ALGM icon
891
Allegro MicroSystems
ALGM
$6.29B
$1.21M 0.01%
17,438
+1,940
+13% +$90.8K
ARMK icon
892
Aramark
ARMK
$15.4B
$1.21M 0.01%
21,286
+1,553
+8% +$76.6K
INSM icon
893
Insmed
INSM
$26.7B
$1.21M 0.01%
11,342
+132
+1% +$16K
NCLH icon
894
Norwegian Cruise Line
NCLH
$6.6B
$1.21M 0.01%
57,188
-9,915
-15% -$185K
LAD icon
895
Lithia Motors
LAD
$7.6B
$1.21M 0.01%
4,155
+748
+22% +$213K
DCI icon
896
Donaldson
DCI
$10.1B
$1.2M 0.01%
13,403
+464
+4% +$39.9K
PDD icon
897
Pinduoduo
PDD
$111B
$1.2M 0.01%
15,732
-2,463
-14% -$228K
W icon
898
Wayfair
W
$14.5B
$1.19M 0.01%
12,928
-447
-3% -$32.9K
QLYS icon
899
Qualys
QLYS
$6.22B
$1.18M 0.01%
8,616
+729
+9% +$71.7K
LDOS icon
900
Leidos
LDOS
$16.4B
$1.18M 0.01%
11,496
-2,212
-16% -$294K
34 35
36
37 38

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.