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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
CDP icon
1176
COPT Defense Properties
CDP
$4.31B
$631K 0.01%
20,637
+6,532
+46% +$203K
MAIN icon
1177
Main Street Capital
MAIN
$4.97B
$629K 0.01%
11,885
+1,404
+13% +$83.2K
PAAS icon
1178
Pan American Silver
PAAS
$18.6B
$628K 0.01%
11,501
+1,929
+20% +$111K
NBIS
1179
Nebius Group N.V.
NBIS
$47.7B
$627K 0.01%
6,045
+419
+7% +$41.8K
HGV icon
1180
Hilton Grand Vacations
HGV
$3.84B
$626K 0.01%
16,012
+2,912
+22% +$131K
ENVA icon
1181
Enova International
ENVA
$5.9B
$626K 0.01%
4,607
+732
+19% +$109K
SMTC icon
1182
Semtech
SMTC
$11.7B
$625K 0.01%
8,131
+2,616
+47% +$215K
FOX icon
1183
Fox Class B
FOX
$20.7B
$623K 0.01%
11,726
+7,329
+167% +$423K
CUZ icon
1184
Cousins Properties
CUZ
$5.29B
$622K 0.01%
27,563
+3,457
+14% +$83.8K
ST icon
1185
Sensata Technologies
ST
$6.65B
$620K 0.01%
17,613
-1,401
-7% -$49.6K
POOL icon
1186
Pool Corp
POOL
$6.7B
$620K 0.01%
3,062
-112
-4% -$26.4K
UFPI icon
1187
UFP Industries
UFPI
$4.97B
$618K 0.01%
6,714
-554
-8% -$56K
TPH
1188
DELISTED
Tri Pointe Homes
TPH
$618K 0.01%
13,229
+3,986
+43% +$162K
RITM icon
1189
Rithm Capital
RITM
$5.09B
$618K 0.01%
65,170
-10,913
-14% -$114K
PHIN icon
1190
Phinia Inc
PHIN
$2.9B
$617K 0.01%
9,018
+270
+3% +$18.9K
CAKE icon
1191
Cheesecake Factory
CAKE
$4.21B
$613K 0.01%
11,195
+6,988
+166% +$417K
PATH icon
1192
UiPath
PATH
$5.62B
$613K 0.01%
55,215
+13,469
+32% +$172K
SEB icon
1193
Seaboard Corp
SEB
$4.52B
$611K 0.01%
108
+16
+17% +$80.2K
FUTU icon
1194
Futu Holdings
FUTU
$13.9B
$610K 0.01%
4,458
-1,051
-19% -$163K
HIW icon
1195
Highwoods Properties
HIW
$3.71B
$608K 0.01%
28,389
-2,782
-9% -$66.9K
SYNA icon
1196
Synaptics
SYNA
$4.41B
$607K 0.01%
8,672
+941
+12% +$76.4K
PLNT icon
1197
Planet Fitness
PLNT
$4.23B
$607K 0.01%
8,161
-1,113
-12% -$97.9K
MSM icon
1198
MSC Industrial Direct
MSM
$7.02B
$606K 0.01%
6,569
-141
-2% -$12.6K
REZI icon
1199
Resideo Technologies
REZI
$5.23B
$606K 0.01%
17,974
+2,544
+16% +$90.8K
SFBS
1200
ServisFirst Bancshares
SFBS
$4.79B
$605K 0.01%
8,311
+1,544
+23% +$122K
46 47
48
49 50

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.