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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
BDC icon
1151
Belden
BDC
$4.47B
$757K 0.01%
6,312
-526
-8% -$61.3K
NBR icon
1152
Nabors Industries
NBR
$1.34B
$755K 0.01%
8,985
+224
+3% +$20.8K
CORT icon
1153
Corcept Therapeutics
CORT
$12.1B
$754K 0.01%
8,676
+1,297
+18% +$78.3K
EXPO icon
1154
Exponent
EXPO
$3.25B
$754K 0.01%
12,834
-4,512
-26% -$277K
GKOS icon
1155
Glaukos
GKOS
$9.88B
$753K 0.01%
5,386
+76
+1% +$9.62K
FIZZ icon
1156
National Beverage
FIZZ
$3.01B
$752K 0.01%
24,117
+7,184
+42% +$250K
VC icon
1157
Visteon
VC
$2.63B
$752K 0.01%
7,576
-224
-3% -$24.5K
QGEN icon
1158
Qiagen
QGEN
$8.88B
$751K 0.01%
19,200
-619
-3% -$23K
RCI icon
1159
Rogers Communications
RCI
$19.5B
$748K 0.01%
23,020
-1,041
-4% -$37.6K
OGN icon
1160
Organon & Co
OGN
$3.59B
$748K 0.01%
55,210
+18,814
+52% +$225K
GTLB icon
1161
GitLab
GTLB
$8.12B
$747K 0.01%
24,465
+6,799
+38% +$172K
PB icon
1162
Prosperity Bancshares
PB
$8.54B
$747K 0.01%
10,223
-297
-3% -$20.7K
AXSM icon
1163
Axsome Therapeutics
AXSM
$11.2B
$746K 0.01%
3,047
+79
+3% +$17.1K
CROX icon
1164
Crocs
CROX
$5.49B
$744K 0.01%
6,171
+347
+6% +$37.9K
SJM icon
1165
J.M. Smucker
SJM
$13.2B
$743K 0.01%
6,601
+779
+13% +$79.3K
BOOT icon
1166
Boot Barn
BOOT
$3.81B
$740K 0.01%
4,503
+568
+14% +$92.1K
KYMR icon
1167
Kymera Therapeutics
KYMR
$9.69B
$738K 0.01%
6,433
-44
-0.7% -$3.78K
EGP icon
1168
EastGroup Properties
EGP
$10.8B
$737K 0.01%
3,637
+95
+3% +$19K
PSKY
1169
Paramount Skydance Corp
PSKY
$12.5B
$733K 0.01%
74,358
+10,022
+16% +$105K
PTGX icon
1170
Protagonist Therapeutics
PTGX
$9.3B
$733K 0.01%
5,978
+306
+5% +$32K
ACM icon
1171
Aecom
ACM
$8.22B
$733K 0.01%
10,495
-1,596
-13% -$122K
ALSN icon
1172
Allison Transmission
ALSN
$10.1B
$730K 0.01%
6,473
+502
+8% +$60.9K
MDGL icon
1173
Madrigal Pharmaceuticals
MDGL
$12.2B
$728K 0.01%
1,356
-387
-22% -$198K
CRVL icon
1174
CorVel
CRVL
$3.57B
$727K 0.01%
11,626
+1,110
+11% +$64.7K
BIPC icon
1175
Brookfield Infrastructure
BIPC
$4.43B
$725K 0.01%
18,843
-1,122
-6% -$45.3K
45 46
47
48 49

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.