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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
ANET icon
76
Arista Networks
ANET
$212B
$20.4M 0.2%
165,747
+5,108
+3% +$683K
SPGI icon
77
S&P Global
SPGI
$135B
$20.3M 0.2%
47,725
-2,451
-5% -$1.14M
HON icon
78
Honeywell
HON
$71.7B
$20.1M 0.2%
88,906
+7,007
+9% +$1.6M
INTC icon
79
Intel
INTC
$487B
$19.9M 0.2%
450,425
+35,247
+8% +$1.62M
PGR icon
80
Progressive
PGR
$120B
$19.5M 0.19%
98,197
+4,844
+5% +$1,000K
SCHW
81
Charles Schwab
SCHW
$179B
$19.3M 0.19%
205,293
+4,848
+2% +$475K
HCA icon
82
HCA Healthcare
HCA
$85.6B
$19.3M 0.19%
40,718
+262
+0.6% +$132K
VRTX icon
83
Vertex Pharmaceuticals
VRTX
$123B
$18.6M 0.18%
41,623
+2,458
+6% +$1.15M
NVS icon
84
Novartis
NVS
$291B
$18.4M 0.18%
120,635
-9,764
-7% -$1.5M
PH icon
85
Parker-Hannifin
PH
$121B
$18.4M 0.18%
20,548
+1,310
+7% +$1.24M
NOW icon
86
ServiceNow
NOW
$107B
$18.1M 0.18%
173,519
+15,140
+10% +$1.78M
WELL icon
87
Welltower
WELL
$170B
$18.1M 0.18%
91,371
+7,134
+8% +$1.41M
INTU icon
88
Intuit
INTU
$80.6B
$18M 0.18%
41,645
-3,431
-8% -$1.64M
PANW icon
89
Palo Alto Networks
PANW
$289B
$18M 0.18%
112,259
+16,426
+17% +$2.76M
CMI icon
90
Cummins
CMI
$89.4B
$17.9M 0.18%
33,311
+392
+1% +$222K
DUK icon
91
Duke Energy
DUK
$98.3B
$17.8M 0.17%
136,075
+12,594
+10% +$1.57M
DIS icon
92
Walt Disney
DIS
$173B
$17.7M 0.17%
184,041
-8,674
-5% -$917K
COF icon
93
Capital One
COF
$131B
$17.6M 0.17%
96,693
-2,998
-3% -$627K
SYK icon
94
Stryker
SYK
$127B
$17.6M 0.17%
53,632
+3,965
+8% +$1.42M
TT icon
95
Trane Technologies
TT
$105B
$17.3M 0.17%
41,488
+2,605
+7% +$1.11M
WDC icon
96
Western Digital
WDC
$161B
$17.1M 0.17%
63,184
+2,197
+4% +$574K
MPC icon
97
Marathon Petroleum
MPC
$89.3B
$16.9M 0.17%
69,235
-441
-0.6% -$89K
PFE icon
98
Pfizer
PFE
$143B
$16.8M 0.17%
598,547
+71,903
+14% +$1.91M
UBER icon
99
Uber
UBER
$151B
$16.4M 0.16%
227,779
-4,469
-2% -$344K
TMUS icon
100
T-Mobile US
TMUS
$209B
$16.3M 0.16%
77,580
+3,299
+4% +$678K
2 3
4
5 6

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GT
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ACA
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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

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.