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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
KRC icon
1026
Kilroy Realty
KRC
$4.58B
$817K 0.01%
28,969
-1,789
-6% -$58.8K
MAC icon
1027
Macerich
MAC
$7.32B
$814K 0.01%
43,062
+8,178
+23% +$155K
GVA icon
1028
Granite Construction
GVA
$5.45B
$814K 0.01%
6,789
+685
+11% +$85.5K
KBH icon
1029
KB Home
KBH
$3.48B
$811K 0.01%
15,667
+1,523
+11% +$89.6K
ACI icon
1030
Albertsons Companies
ACI
$5.4B
$810K 0.01%
47,552
-5,736
-11% -$99.6K
OLLI icon
1031
Ollie's Bargain Outlet
OLLI
$4.01B
$810K 0.01%
8,803
+951
+12% +$103K
QRVO icon
1032
Qorvo
QRVO
$7.63B
$809K 0.01%
10,446
+122
+1% +$9.87K
FMX icon
1033
Fomento Económico Mexicano
FMX
$43.3B
$807K 0.01%
7,262
+519
+8% +$55.8K
ECG
1034
Everus Construction Group
ECG
$6.63B
$801K 0.01%
6,788
+2,625
+63% +$272K
VIPS icon
1035
Vipshop
VIPS
$6.84B
$800K 0.01%
50,919
+8,565
+20% +$146K
SOBO
1036
South Bow Corp
SOBO
$8.03B
$800K 0.01%
24,012
-3,379
-12% -$103K
ARMK icon
1037
Aramark
ARMK
$15B
$800K 0.01%
19,733
+1,022
+5% +$40.5K
DOCS icon
1038
Doximity
DOCS
$3.67B
$798K 0.01%
34,269
+13,414
+64% +$418K
ET icon
1039
Energy Transfer Partners
ET
$70.1B
$798K 0.01%
41,359
+1,558
+4% +$28.5K
ERIE icon
1040
Erie Indemnity
ERIE
$11.7B
$798K 0.01%
3,176
+232
+8% +$62.3K
AVA icon
1041
Avista
AVA
$3.47B
$798K 0.01%
19,881
+2,091
+12% +$84.4K
AMH icon
1042
American Homes 4 Rent
AMH
$12B
$798K 0.01%
28,580
-1,364
-5% -$41.2K
IJH icon
1043
iShares Core S&P Mid-Cap ETF
IJH
$123B
$796K 0.01%
11,787
-264
-2% -$18.3K
QGEN icon
1044
Qiagen
QGEN
$8.53B
$794K 0.01%
19,819
-6,846
-26% -$324K
OZK icon
1045
Bank OZK
OZK
$5.49B
$791K 0.01%
17,246
+2,503
+17% +$118K
Z icon
1046
Zillow
Z
$7.04B
$790K 0.01%
19,094
-2,303
-11% -$122K
BIPC icon
1047
Brookfield Infrastructure
BIPC
$5.11B
$789K 0.01%
19,965
-966
-5% -$44.3K
BDC icon
1048
Belden
BDC
$4B
$785K 0.01%
6,838
+577
+9% +$72.7K
FNB icon
1049
FNB Corp
FNB
$6.78B
$785K 0.01%
46,926
-1,258
-3% -$21.7K
LEN.B icon
1050
Lennar Class B
LEN.B
$20B
$783K 0.01%
9,313
-629
-6% -$63.4K
40 41
42
43 44

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.