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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
QCOM icon
101
Qualcomm
QCOM
$180B
$16.1M 0.16%
124,813
-19,161
-13% -$2.8M
MO icon
102
Altria Group
MO
$122B
$16M 0.16%
242,406
+17,042
+8% +$1.1M
EQIX icon
103
Equinix
EQIX
$99.5B
$15.9M 0.16%
16,193
+5,756
+55% +$5.12M
STX icon
104
Seagate
STX
$169B
$15.8M 0.16%
40,447
+1,870
+5% +$714K
BNY
105
Bank of New York Mellon
BNY
$110B
$15.5M 0.15%
130,317
+6,747
+5% +$802K
BA icon
106
Boeing
BA
$169B
$15.3M 0.15%
77,096
+4,048
+6% +$922K
SO icon
107
Southern Company
SO
$108B
$15.2M 0.15%
157,180
+8,947
+6% +$828K
SBUX icon
108
Starbucks
SBUX
$124B
$15.1M 0.15%
168,289
+14,787
+10% +$1.4M
ICE icon
109
Intercontinental Exchange
ICE
$80.2B
$15M 0.15%
95,224
+5,822
+7% +$950K
CME icon
110
CME Group
CME
$89B
$15M 0.15%
50,633
+2,360
+5% +$701K
APP icon
111
Applovin
APP
$146B
$14.9M 0.15%
37,471
-1,769
-5% -$855K
ADP icon
112
Automatic Data Processing
ADP
$103B
$14.9M 0.15%
73,285
-1,050
-1% -$241K
ORLY icon
113
O'Reilly Automotive
ORLY
$71.5B
$14.9M 0.15%
161,220
+2,595
+2% +$243K
GM icon
114
General Motors
GM
$70.1B
$14.7M 0.14%
196,930
-3,206
-2% -$255K
NEM icon
115
Newmont
NEM
$97B
$14.6M 0.14%
135,114
+4,264
+3% +$492K
WM icon
116
Waste Management
WM
$97.3B
$14.6M 0.14%
63,406
+4,742
+8% +$1.09M
NOC icon
117
Northrop Grumman
NOC
$73.7B
$14.3M 0.14%
20,984
+1,074
+5% +$743K
CEG icon
118
Constellation Energy
CEG
$89.9B
$14.3M 0.14%
51,216
-231
-0.4% -$70.2K
PWR icon
119
Quanta Services
PWR
$94.7B
$14.2M 0.14%
25,906
+1,421
+6% +$732K
BMY icon
120
Bristol-Myers Squibb
BMY
$124B
$14.1M 0.14%
232,774
+20,824
+10% +$1.21M
PLD icon
121
Prologis
PLD
$140B
$14M 0.14%
105,826
+13,513
+15% +$1.81M
GD icon
122
General Dynamics
GD
$99.7B
$13.9M 0.14%
40,633
+1,091
+3% +$387K
WMB icon
123
Williams Companies
WMB
$91.4B
$13.7M 0.13%
188,915
+13,060
+7% +$904K
AZN icon
124
AstraZeneca
AZN
$263B
$13.7M 0.13%
69,697
-1,531
-2% -$295K
ACN icon
125
Accenture
ACN
$88.5B
$13.6M 0.13%
68,339
-12,082
-15% -$2.82M
3 4
5
6 7

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GT
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ACA
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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
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RI
RTW Investments New York $10B AUM 135.35% 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.