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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
AMH icon
926
American Homes 4 Rent
AMH
$11.4B
$1.13M 0.01%
33,692
+5,112
+18% +$162K
ORA icon
927
Ormat Technologies
ORA
$5.65B
$1.13M 0.01%
10,370
+937
+10% +$116K
APTV icon
928
Aptiv
APTV
$9.13B
$1.12M 0.01%
18,326
-3,658
-17% -$224K
EPR icon
929
EPR Properties
EPR
$4.46B
$1.12M 0.01%
19,267
+158
+0.8% +$8.98K
ACT icon
930
Enact Holdings
ACT
$6.73B
$1.11M 0.01%
24,275
+93
+0.4% +$3.98K
AGX icon
931
Argan
AGX
$5.59B
$1.11M 0.01%
1,388
+148
+12% +$98.5K
QQQ icon
932
Invesco QQQ Trust
QQQ
$478B
$1.11M 0.01%
1,503
-1,428
-49% -$982K
CMC icon
933
Commercial Metals
CMC
$7.37B
$1.11M 0.01%
17,634
+836
+5% +$58.8K
OGE icon
934
OGE Energy
OGE
$9.56B
$1.1M 0.01%
22,668
+2,622
+13% +$125K
MXL icon
935
MaxLinear
MXL
$6.47B
$1.1M 0.01%
+8,603
New +$609K
JD icon
936
JD.com
JD
$36.3B
$1.1M 0.01%
43,220
+2,569
+6% +$75.7K
GVA icon
937
Granite Construction
GVA
$5.15B
$1.1M 0.01%
6,964
+175
+3% +$23.8K
KEN icon
938
Kenon Holdings
KEN
$3.28B
$1.09M 0.01%
16,338
-362
-2% -$29.6K
PHG icon
939
Philips
PHG
$24.4B
$1.09M 0.01%
40,153
-2,060
-5% -$54.6K
EMN icon
940
Eastman Chemical
EMN
$7.54B
$1.09M 0.01%
16,293
-339
-2% -$24.8K
FMX icon
941
Fomento Económico Mexicano
FMX
$41.5B
$1.09M 0.01%
8,529
+1,267
+17% +$153K
SCHA icon
942
Schwab U.S Small- Cap ETF
SCHA
$22.1B
$1.09M 0.01%
30,139
– –
SWK icon
943
Stanley Black & Decker
SWK
$13.5B
$1.09M 0.01%
11,554
+1,072
+10% +$84K
TXG icon
944
10x Genomics
TXG
$9.76B
$1.09M 0.01%
28,359
+430
+2% +$11.3K
NUVL
945
DELISTED
Nuvalent
NUVL
$1.09M 0.01%
8,788
+1,643
+23% +$177K
CRBG icon
946
Corebridge Financial
CRBG
$15.8B
$1.08M 0.01%
37,773
+1,070
+3% +$28.9K
IREN icon
947
Iris Energy
IREN
$17.1B
$1.08M 0.01%
23,520
+3,153
+15% +$164K
APAM icon
948
Artisan Partners
APAM
$2.63B
$1.08M 0.01%
31,147
-3,203
-9% -$118K
AAOI icon
949
Applied Optoelectronics
AAOI
$8.39B
$1.08M 0.01%
7,259
+1,252
+21% +$204K
FR icon
950
First Industrial Realty Trust
FR
$8.21B
$1.07M 0.01%
17,462
+1,467
+9% +$90.8K
36 37
38
39 40

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.