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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
KNSL icon
926
Kinsale Capital Group
KNSL
$8.08B
$1.01M 0.01%
2,969
+126
+4% +$47.7K
W icon
927
Wayfair
W
$11.1B
$1.01M 0.01%
13,375
-857
-6% -$77.5K
PRI icon
928
Primerica
PRI
$9.8B
$1.01M 0.01%
4,015
+226
+6% +$58.3K
ENB icon
929
Enbridge
ENB
$124B
$1M 0.01%
18,537
+801
+5% +$40.8K
AXS icon
930
AXIS Capital
AXS
$8.61B
$1,000K 0.01%
9,860
+657
+7% +$67.4K
M icon
931
Macy's
M
$6.15B
$999K 0.01%
55,218
-4,677
-8% -$94.7K
BALL icon
932
Ball Corp
BALL
$17B
$998K 0.01%
16,890
+97
+0.6% +$5.9K
VIV icon
933
Telefônica Brasil
VIV
$22.4B
$992K 0.01%
62,336
+2,403
+4% +$35.5K
EPRT icon
934
Essential Properties Realty Trust
EPRT
$7.01B
$990K 0.01%
32,625
+2,894
+10% +$91.7K
ALLE icon
935
Allegion
ALLE
$13.1B
$990K 0.01%
6,817
+116
+2% +$18.5K
CWK icon
936
Cushman & Wakefield Ltd
CWK
$3B
$987K 0.01%
80,495
+23,543
+41% +$338K
ACT icon
937
Enact Holdings
ACT
$6.54B
$987K 0.01%
24,182
+1,317
+6% +$53.8K
GBCI icon
938
Glacier Bancorp
GBCI
$6.58B
$985K 0.01%
22,042
+2,629
+14% +$124K
OWL icon
939
Blue Owl Capital
OWL
$6.34B
$983K 0.01%
107,692
+63,891
+146% +$772K
RHI icon
940
Robert Half
RHI
$3.67B
$983K 0.01%
38,684
-3,942
-9% -$104K
MUSA icon
941
Murphy USA
MUSA
$11.3B
$981K 0.01%
1,985
-93
-4% -$39.8K
IONQ icon
942
IonQ
IONQ
$12.2B
$980K 0.01%
33,999
+13,048
+62% +$501K
DEO icon
943
Diageo
DEO
$46.3B
$969K 0.01%
13,019
-4,256
-25% -$371K
NXST icon
944
Nexstar Media Group
NXST
$5.59B
$969K 0.01%
5,359
+189
+4% +$42.4K
ONB icon
945
Old National Bancorp
ONB
$10.2B
$966K 0.01%
43,714
+5,134
+13% +$120K
PTEN icon
946
Patterson-UTI
PTEN
$3.86B
$964K 0.01%
88,997
+9,482
+12% +$81.2K
BEPC icon
947
Brookfield Renewable
BEPC
$6.14B
$963K 0.01%
24,182
+601
+3% +$24.5K
BILI icon
948
Bilibili
BILI
$7.21B
$963K 0.01%
42,682
+3,970
+10% +$114K
CC icon
949
Chemours
CC
$2.58B
$962K 0.01%
43,674
+7,936
+22% +$138K
AIT icon
950
Applied Industrial Technologies
AIT
$12.8B
$962K 0.01%
3,626
+199
+6% +$54.2K
36 37
38
39 40

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.