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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
CHH icon
1201
Choice Hotels
CHH
$5.04B
$604K 0.01%
5,833
-713
-11% -$74.1K
PRMB
1202
Primo Brands
PRMB
$8.27B
$603K 0.01%
32,020
+1,634
+5% +$31.6K
IDEV icon
1203
iShares Core MSCI International Developed Markets ETF
IDEV
$31B
$603K 0.01%
7,211
-74
-1% -$6.37K
CWAN
1204
DELISTED
Clearwater Analytics
CWAN
$601K 0.01%
25,433
+4,878
+24% +$115K
AGO icon
1205
Assured Guaranty
AGO
$3.8B
$599K 0.01%
7,354
+1,324
+22% +$113K
RGEN icon
1206
Repligen
RGEN
$7.51B
$599K 0.01%
5,083
-680
-12% -$95K
WH icon
1207
Wyndham Hotels & Resorts
WH
$5.51B
$598K 0.01%
7,361
+430
+6% +$33.7K
PTGX icon
1208
Protagonist Therapeutics
PTGX
$8.75B
$598K 0.01%
5,672
+2,099
+59% +$186K
CLF icon
1209
Cleveland-Cliffs
CLF
$6.81B
$597K 0.01%
70,697
-13,158
-16% -$151K
NOG icon
1210
Northern Oil and Gas
NOG
$2.29B
$597K 0.01%
20,430
+6,085
+42% +$158K
NICE icon
1211
Nice
NICE
$5.27B
$597K 0.01%
5,411
+1,406
+35% +$161K
RDN icon
1212
Radian Group
RDN
$5.14B
$596K 0.01%
18,028
+1,889
+12% +$63.4K
SLM icon
1213
SLM Corp
SLM
$4.55B
$595K 0.01%
27,803
+3,231
+13% +$76.4K
KC
1214
Kingsoft Cloud Holdings
KC
$2.84B
$594K 0.01%
44,492
+2,687
+6% +$35.1K
WERN icon
1215
Werner Enterprises
WERN
$2.54B
$593K 0.01%
20,168
+6,856
+52% +$222K
MKTX icon
1216
MarketAxess Holdings
MKTX
$4.15B
$593K 0.01%
3,595
-391
-10% -$68.5K
TREX icon
1217
Trex
TREX
$4.52B
$593K 0.01%
16,285
+114
+0.7% +$4.59K
TXG icon
1218
10x Genomics
TXG
$5.9B
$593K 0.01%
27,929
+4,663
+20% +$93.2K
BIDU icon
1219
Baidu
BIDU
$35.8B
$592K 0.01%
5,315
+44
+0.8% +$5.97K
SCHD icon
1220
Schwab US Dividend Equity ETF
SCHD
$102B
$588K 0.01%
19,180
-1,552
-7% -$47.1K
UGP icon
1221
Ultrapar
UGP
$6.87B
$584K 0.01%
105,980
-550
-0.5% -$2.66K
MDU icon
1222
MDU Resources
MDU
$4.45B
$583K 0.01%
28,120
+2,812
+11% +$57.6K
KD icon
1223
Kyndryl
KD
$2.66B
$582K 0.01%
44,355
+10,645
+32% +$187K
NIO icon
1224
NIO
NIO
$11.3B
$581K 0.01%
96,324
+30,462
+46% +$154K
ALKS icon
1225
Alkermes
ALKS
$8.79B
$580K 0.01%
16,413
+2,295
+16% +$71.2K
47 48
49
50 51

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
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 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

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.