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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
TAP icon
976
Molson Coors Class B
TAP
$7.68B
$913K 0.01%
21,206
-17,489
-45% -$831K
GLNG icon
977
Golar LNG
GLNG
$4.95B
$913K 0.01%
16,864
+3,880
+30% +$171K
MDGL icon
978
Madrigal Pharmaceuticals
MDGL
$12.6B
$912K 0.01%
1,743
+494
+40% +$236K
BSAC icon
979
Banco Santander Chile
BSAC
$15.8B
$912K 0.01%
27,304
+2,079
+8% +$70.2K
AEG icon
980
Aegon
AEG
$13.5B
$912K 0.01%
125,586
-23,343
-16% -$174K
BTE icon
981
Baytex Energy
BTE
$3.08B
$910K 0.01%
203,607
-19,284
-9% -$71.2K
CWST icon
982
Casella Waste Systems
CWST
$5.69B
$910K 0.01%
11,469
+2,854
+33% +$273K
TEX icon
983
Terex
TEX
$7.98B
$910K 0.01%
15,396
+2,626
+21% +$163K
BMI icon
984
Badger Meter
BMI
$3.69B
$906K 0.01%
5,950
+422
+8% +$66.2K
BCH icon
985
Banco de Chile
BCH
$20.6B
$903K 0.01%
24,384
-318
-1% -$13.1K
IPAR icon
986
Interparfums
IPAR
$3.92B
$900K 0.01%
9,913
+2,081
+27% +$197K
CRCL
987
Circle Internet Group
CRCL
$15.5B
$898K 0.01%
9,412
+6,352
+208% +$538K
GAP
988
The Gap Inc
GAP
$6.84B
$894K 0.01%
36,955
-953
-3% -$25.2K
REXR icon
989
Rexford Industrial Realty
REXR
$8.8B
$893K 0.01%
27,277
+505
+2% +$19K
MC icon
990
Moelis & Co
MC
$4.98B
$891K 0.01%
15,635
+258
+2% +$16.8K
TTC icon
991
Toro Company
TTC
$8.93B
$890K 0.01%
9,528
+2,768
+41% +$261K
HWC icon
992
Hancock Whitney
HWC
$6.13B
$890K 0.01%
13,997
-189
-1% -$12.7K
BOX icon
993
Box
BOX
$4.02B
$888K 0.01%
37,573
+22,272
+146% +$560K
BEN icon
994
Franklin Resources
BEN
$16.9B
$887K 0.01%
37,549
+2,942
+9% +$75.7K
BSY icon
995
Bentley Systems
BSY
$9.54B
$884K 0.01%
25,171
+3,332
+15% +$122K
ACLS icon
996
Axcelis
ACLS
$4.12B
$883K 0.01%
9,488
+347
+4% +$30.7K
ELF icon
997
e.l.f. Beauty
ELF
$4.56B
$882K 0.01%
14,549
+41
+0.3% +$3.33K
SCHA icon
998
Schwab U.S Small- Cap ETF
SCHA
$22.5B
$876K 0.01%
30,139
+301
+1% +$9.02K
IEX icon
999
IDEX
IEX
$16.5B
$876K 0.01%
4,621
+379
+9% +$74.8K
CRBG icon
1000
Corebridge Financial
CRBG
$14.1B
$876K 0.01%
36,703
+6,290
+21% +$176K
38 39
40
41 42

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
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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 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.