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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
BMRN icon
1101
BioMarin Pharmaceuticals
BMRN
$11.5B
$709K 0.01%
12,550
+2,345
+23% +$137K
CALM icon
1102
Cal-Maine
CALM
$4.28B
$707K 0.01%
8,936
+1,421
+19% +$117K
PB icon
1103
Prosperity Bancshares
PB
$8.77B
$707K 0.01%
10,520
-1,175
-10% -$82.4K
GIB icon
1104
CGI
GIB
$13.9B
$705K 0.01%
9,646
-3,061
-24% -$244K
JOBY icon
1105
Joby Aviation
JOBY
$6.82B
$705K 0.01%
85,339
+17,832
+26% +$201K
GDS icon
1106
GDS Holdings
GDS
$6.34B
$703K 0.01%
17,450
+1,495
+9% +$64.1K
NJR icon
1107
New Jersey Resources
NJR
$6.06B
$702K 0.01%
12,782
+841
+7% +$43.5K
LUMN icon
1108
Lumen
LUMN
$6.53B
$701K 0.01%
100,865
+29,539
+41% +$224K
IBP icon
1109
Installed Building Products
IBP
$6.13B
$701K 0.01%
2,643
+824
+45% +$247K
NWE icon
1110
NorthWestern Energy
NWE
$4.48B
$699K 0.01%
10,607
+1,121
+12% +$75.9K
ALSN icon
1111
Allison Transmission
ALSN
$10.1B
$699K 0.01%
5,971
-588
-9% -$66.8K
IREN icon
1112
Iris Energy
IREN
$13.2B
$698K 0.01%
20,367
-3,681
-15% -$166K
SLG icon
1113
SL Green Realty
SLG
$3.88B
$698K 0.01%
18,899
+3,580
+23% +$149K
AGNC icon
1114
AGNC Investment
AGNC
$12.3B
$698K 0.01%
69,577
+4,796
+7% +$53K
GLPI icon
1115
Gaming and Leisure Properties
GLPI
$12.8B
$697K 0.01%
15,703
+1,385
+10% +$64.2K
MGV icon
1116
Vanguard Mega Cap Value ETF
MGV
$13.2B
$696K 0.01%
4,801
– –
QTWO icon
1117
Q2 Holdings
QTWO
$3.42B
$696K 0.01%
14,708
+3,366
+30% +$190K
BEKE icon
1118
KE Holdings
BEKE
$16.8B
$695K 0.01%
46,401
+8,572
+23% +$147K
IEMG icon
1119
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$694K 0.01%
9,953
+3,391
+52% +$245K
QLYS icon
1120
Qualys
QLYS
$4.84B
$693K 0.01%
7,887
-196
-2% -$21.7K
TRMK icon
1121
Trustmark
TRMK
$2.73B
$693K 0.01%
+16,441
New +$693K
INSW icon
1122
International Seaways
INSW
$4.57B
$690K 0.01%
9,469
+1,815
+24% +$116K
WTM icon
1123
White Mountains Insurance
WTM
$5.47B
$690K 0.01%
314
+61
+24% +$131K
PDS
1124
Precision Drilling
PDS
$1.09B
$689K 0.01%
7,001
+214
+3% +$18.3K
RTO icon
1125
Rentokil
RTO
$14.3B
$687K 0.01%
21,825
-1,092
-5% -$34.4K
43 44
45
46 47

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.