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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
KNSL icon
1001
Kinsale Capital Group
KNSL
$8.19B
$993K 0.01%
3,012
+43
+1% +$13.8K
TW icon
1002
Tradeweb Markets
TW
$21.5B
$993K 0.01%
9,967
-4,599
-32% -$499K
RVTY icon
1003
Revvity
RVTY
$16.3B
$993K 0.01%
8,922
+1,404
+19% +$135K
NLY icon
1004
Annaly Capital Management
NLY
$15.9B
$987K 0.01%
44,160
-8,067
-15% -$178K
GIL icon
1005
Gildan
GIL
$8.58B
$985K 0.01%
19,095
-1,521
-7% -$87.3K
G icon
1006
Genpact
G
$5.88B
$985K 0.01%
35,813
-5,507
-13% -$181K
CWK icon
1007
Cushman & Wakefield Ltd
CWK
$2.93B
$981K 0.01%
73,227
-7,268
-9% -$97.5K
TGTX icon
1008
TG Therapeutics
TGTX
$8.43B
$980K 0.01%
17,832
+3,679
+26% +$151K
GBCI icon
1009
Glacier Bancorp
GBCI
$5.83B
$976K 0.01%
18,918
-3,124
-14% -$151K
RGTI icon
1010
Rigetti Computing
RGTI
$4.87B
$975K 0.01%
50,483
+3,934
+8% +$76.1K
BLDR icon
1011
Builders FirstSource
BLDR
$6.43B
$974K 0.01%
10,887
+923
+9% +$73.7K
CNX icon
1012
CNX Resources
CNX
$4.95B
$973K 0.01%
28,689
-7,184
-20% -$259K
TTC icon
1013
Toro Company
TTC
$8.71B
$971K 0.01%
9,964
+436
+5% +$40.5K
HRL icon
1014
Hormel Foods
HRL
$11.5B
$968K 0.01%
38,997
-6,052
-13% -$135K
NVTS icon
1015
Navitas Semiconductor
NVTS
$2.73B
$966K 0.01%
53,915
+6,472
+14% +$123K
CC icon
1016
Chemours
CC
$2.14B
$966K 0.01%
47,072
+3,398
+8% +$77.8K
MRCY icon
1017
Mercury Systems
MRCY
$5.21B
$962K 0.01%
7,866
+708
+10% +$67.5K
ALLE icon
1018
Allegion
ALLE
$12.9B
$962K 0.01%
6,847
+30
+0.4% +$4.08K
DOX icon
1019
Amdocs
DOX
$6.41B
$962K 0.01%
19,029
+5,971
+46% +$366K
NOMD icon
1020
Nomad Foods
NOMD
$1.53B
$961K 0.01%
87,763
+60,827
+226% +$605K
TTAN
1021
ServiceTitan Inc
TTAN
$5.65B
$959K 0.01%
13,567
+7,041
+108% +$453K
AGI icon
1022
Alamos Gold
AGI
$14.4B
$956K 0.01%
31,501
+858
+3% +$34.7K
AR icon
1023
Antero Resources
AR
$10.9B
$955K 0.01%
27,186
+2,155
+9% +$79.3K
VSAT icon
1024
Viasat
VSAT
$9.7B
$953K 0.01%
10,606
+993
+10% +$65.8K
IWF icon
1025
iShares Russell 1000 Growth ETF
IWF
$123B
$953K 0.01%
7,671
+367
+5% +$44.2K
39 40
41
42 43

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.