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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
SMCI icon
901
Super Micro Computer
SMCI
$19.9B
$1.06M 0.01%
46,600
+1,329
+3% +$39.9K
DOCN icon
902
DigitalOcean
DOCN
$14.8B
$1.06M 0.01%
12,343
+2,466
+25% +$155K
ORA icon
903
Ormat Technologies
ORA
$6.27B
$1.06M 0.01%
9,433
+1,527
+19% +$177K
GH icon
904
Guardant Health
GH
$19.5B
$1.05M 0.01%
11,414
+1,227
+12% +$123K
AN icon
905
AutoNation
AN
$7.01B
$1.05M 0.01%
5,392
+496
+10% +$100K
ABCB icon
906
Ameris Bancorp
ABCB
$5.87B
$1.05M 0.01%
13,499
+163
+1% +$12.9K
CPT icon
907
Camden Property Trust
CPT
$11.2B
$1.05M 0.01%
10,755
-2,351
-18% -$249K
EPD icon
908
Enterprise Products Partners
EPD
$83.9B
$1.05M 0.01%
27,730
-123,865
-82% -$4.38M
SSD icon
909
Simpson Manufacturing
SSD
$7.95B
$1.05M 0.01%
6,106
+541
+10% +$99.7K
CFR icon
910
Cullen/Frost Bankers
CFR
$10.3B
$1.04M 0.01%
7,622
+584
+8% +$80.6K
VLY icon
911
Valley National Bancorp
VLY
$8.06B
$1.04M 0.01%
85,057
+4,960
+6% +$61.7K
ELS icon
912
Equity Lifestyle Properties
ELS
$12.8B
$1.04M 0.01%
16,649
-132
-0.8% -$8.55K
SIG icon
913
Signet Jewelers
SIG
$3.54B
$1.04M 0.01%
12,265
+338
+3% +$30.8K
CDW icon
914
CDW
CDW
$16.9B
$1.04M 0.01%
8,572
-298
-3% -$37.7K
VET icon
915
Vermilion Energy
VET
$1.72B
$1.03M 0.01%
75,083
+4,251
+6% +$45.1K
TRI icon
916
Thomson Reuters
TRI
$38.8B
$1.03M 0.01%
11,314
+1,535
+16% +$162K
CMC icon
917
Commercial Metals
CMC
$7.65B
$1.03M 0.01%
16,798
+1,905
+13% +$138K
JAZZ icon
918
Jazz Pharmaceuticals
JAZZ
$16B
$1.03M 0.01%
5,427
-54
-1% -$9.44K
DY icon
919
Dycom Industries
DY
$13.1B
$1.03M 0.01%
3,027
+266
+10% +$99.9K
ACM icon
920
Aecom
ACM
$8.99B
$1.03M 0.01%
12,091
-433
-3% -$41K
IUSG icon
921
iShares Core S&P US Growth ETF
IUSG
$31.3B
$1.02M 0.01%
6,606
-1,815
-22% -$299K
DPZ icon
922
Domino's
DPZ
$11B
$1.02M 0.01%
2,845
-350
-11% -$138K
HRL icon
923
Hormel Foods
HRL
$13.9B
$1.02M 0.01%
45,049
-4,234
-9% -$101K
TKC icon
924
Turkcell
TKC
$4.8B
$1.02M 0.01%
168,458
+18,915
+13% +$120K
TEVA icon
925
Teva Pharmaceuticals
TEVA
$36B
$1.02M 0.01%
33,705
-3,216
-9% -$103K
35 36
37
38 39

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.