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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
RIOT icon
1151
Riot Platforms
RIOT
$8.52B
$654K 0.01%
52,886
+20,143
+62% +$309K
CNM icon
1152
Core & Main
CNM
$8.17B
$654K 0.01%
13,231
+3,228
+32% +$174K
RGTI icon
1153
Rigetti Computing
RGTI
$4.7B
$654K 0.01%
46,549
+7,781
+20% +$146K
CAVA icon
1154
CAVA Group
CAVA
$7.22B
$654K 0.01%
8,078
+1,257
+18% +$91.7K
IJR icon
1155
iShares Core S&P Small-Cap ETF
IJR
$109B
$650K 0.01%
5,231
+21
+0.4% +$2.67K
CBSH icon
1156
Commerce Bancshares
CBSH
$8.5B
$650K 0.01%
13,206
+1,580
+14% +$82K
LI icon
1157
Li Auto
LI
$12.6B
$649K 0.01%
36,426
+9,313
+34% +$163K
ANF icon
1158
Abercrombie & Fitch
ANF
$4.17B
$649K 0.01%
7,106
+134
+2% +$13K
BILL icon
1159
BILL Holdings
BILL
$4.33B
$649K 0.01%
16,949
+7,296
+76% +$326K
ARM icon
1160
Arm
ARM
$278B
$649K 0.01%
4,290
+1,105
+35% +$134K
LNTH icon
1161
Lantheus
LNTH
$6.82B
$645K 0.01%
8,504
+2,625
+45% +$188K
STLA icon
1162
Stellantis
STLA
$16.5B
$645K 0.01%
90,963
+4,654
+5% +$39K
EAT icon
1163
Brinker International
EAT
$8.02B
$643K 0.01%
4,502
+393
+10% +$59.9K
POST icon
1164
Post Holdings
POST
$4.12B
$642K 0.01%
6,491
-330
-5% -$33.6K
TXNM
1165
TXNM Energy Inc
TXNM
$6.47B
$641K 0.01%
10,969
+69
+0.6% +$4.07K
SBSW icon
1166
Sibanye-Stillwater
SBSW
$5.92B
$640K 0.01%
51,976
+2,041
+4% +$31.8K
FUL icon
1167
H.B. Fuller
FUL
$3B
$638K 0.01%
10,344
+486
+5% +$29.8K
PVH icon
1168
PVH
PVH
$3.71B
$636K 0.01%
9,113
-1,492
-14% -$97.9K
YELP icon
1169
Yelp
YELP
$1.38B
$635K 0.01%
25,669
+12,686
+98% +$321K
CPK icon
1170
Chesapeake Utilities
CPK
$3.26B
$635K 0.01%
5,023
+500
+11% +$64.4K
CNH
1171
CNH Industrial
CNH
$13.8B
$634K 0.01%
57,653
+1,255
+2% +$14.1K
HTHT icon
1172
Huazhu Hotels Group
HTHT
$12.4B
$634K 0.01%
12,603
+1,187
+10% +$60.5K
MHO icon
1173
M/I Homes
MHO
$3.83B
$633K 0.01%
5,167
+714
+16% +$96.1K
CRGY icon
1174
Crescent Energy
CRGY
$3.72B
$633K 0.01%
46,857
+8,835
+23% +$92.5K
BFAM icon
1175
Bright Horizons
BFAM
$3.99B
$633K 0.01%
7,702
-2,479
-24% -$209K
45 46
47
48 49

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.