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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
ESI icon
951
Element Solutions
ESI
$8.02B
$1.07M 0.01%
22,337
+2,317
+12% +$96.2K
BALL icon
952
Ball Corp
BALL
$16.3B
$1.06M 0.01%
17,067
+177
+1% +$10.4K
OGS icon
953
ONE Gas
OGS
$4.85B
$1.06M 0.01%
13,800
-1,459
-10% -$121K
TOST icon
954
Toast
TOST
$18.3B
$1.06M 0.01%
38,013
-10,077
-21% -$263K
TTD icon
955
Trade Desk
TTD
$6.99B
$1.06M 0.01%
58,395
+1,618
+3% +$34.4K
CDW icon
956
CDW
CDW
$18.9B
$1.06M 0.01%
7,502
-1,070
-12% -$134K
TKC icon
957
Turkcell
TKC
$4.35B
$1.05M 0.01%
179,386
+10,928
+6% +$67K
VIG icon
958
Vanguard Dividend Appreciation ETF
VIG
$111B
$1.05M 0.01%
4,452
+843
+23% +$194K
MAC icon
959
Macerich
MAC
$6.4B
$1.05M 0.01%
41,750
-1,312
-3% -$29.5K
APLD icon
960
Applied Digital
APLD
$6.96B
$1.05M 0.01%
28,177
+6,381
+29% +$246K
CIFR icon
961
Cipher Digital
CIFR
$7.22B
$1.05M 0.01%
42,838
-1,764
-4% -$37.2K
BCH icon
962
Banco de Chile
BCH
$21.1B
$1.05M 0.01%
26,329
+1,945
+8% +$74K
AVT icon
963
Avnet
AVT
$7.71B
$1.05M 0.01%
11,766
-224
-2% -$18.3K
KBH icon
964
KB Home
KBH
$3.01B
$1.04M 0.01%
16,629
+962
+6% +$50K
ALKS icon
965
Alkermes
ALKS
$7.7B
$1.04M 0.01%
19,841
+3,428
+21% +$134K
GPC icon
966
Genuine Parts
GPC
$18.2B
$1.04M 0.01%
8,790
-1,705
-16% -$178K
SOBO
967
South Bow Corp
SOBO
$7.46B
$1.03M 0.01%
29,364
+5,352
+22% +$188K
QBTS icon
968
D-Wave Quantum Inc
QBTS
$6.2B
$1.03M 0.01%
43,063
+9,613
+29% +$211K
AVA icon
969
Avista
AVA
$3.08B
$1.03M 0.01%
25,251
+5,370
+27% +$221K
RPM icon
970
RPM International
RPM
$12.9B
$1.03M 0.01%
9,292
-1,885
-17% -$197K
HIW icon
971
Highwoods Properties
HIW
$3.42B
$1.03M 0.01%
34,183
+5,794
+20% +$150K
HIMS icon
972
Hims & Hers Health
HIMS
$6.56B
$1.03M 0.01%
29,641
+5,888
+25% +$158K
GFI icon
973
Gold Fields
GFI
$38.1B
$1.03M 0.01%
30,561
-236
-0.8% -$9.83K
MTCH icon
974
Match Group
MTCH
$10.2B
$1.02M 0.01%
26,916
+2,900
+12% +$103K
HP icon
975
Helmerich & Payne
HP
$4.26B
$1.02M 0.01%
31,267
+1,146
+4% +$42.9K
37 38
39
40 41

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.