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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
CNA icon
1251
CNA Financial
CNA
$14.4B
$558K 0.01%
12,141
-1,137
-9% -$53.8K
LPX icon
1252
Louisiana-Pacific
LPX
$5.16B
$557K 0.01%
7,653
-999
-12% -$84.1K
IESC icon
1253
IES Holdings
IESC
$12.9B
$555K 0.01%
1,165
+267
+30% +$122K
BHF icon
1254
Brighthouse Financial
BHF
$3.62B
$554K 0.01%
9,258
-20
-0.2% -$1.25K
VOYA icon
1255
Voya Financial
VOYA
$8.88B
$553K 0.01%
8,097
+127
+2% +$9.2K
MTRN icon
1256
Materion
MTRN
$5.08B
$552K 0.01%
3,817
+985
+35% +$143K
COHU icon
1257
Cohu
COHU
$2.43B
$551K 0.01%
18,001
+1,770
+11% +$52K
MATX icon
1258
Matsons
MATX
$6.44B
$549K 0.01%
3,346
+428
+15% +$66.6K
FSS icon
1259
Federal Signal
FSS
$7.23B
$548K 0.01%
5,065
+646
+15% +$73K
RYAN icon
1260
Ryan Specialty Holdings
RYAN
$5.32B
$548K 0.01%
16,232
+3,239
+25% +$138K
MICC
1261
The Magnum Ice Cream Company N.V.
MICC
$10.9B
$547K 0.01%
36,589
-16,595
-31% -$269K
ULS icon
1262
UL Solutions
ULS
$17.4B
$546K 0.01%
6,365
+2,297
+56% +$181K
SHOO icon
1263
Steven Madden
SHOO
$3.1B
$544K 0.01%
16,027
+2,289
+17% +$88.6K
NPO icon
1264
Enpro
NPO
$7.12B
$541K 0.01%
2,158
+567
+36% +$142K
KYMR icon
1265
Kymera Therapeutics
KYMR
$9.15B
$539K 0.01%
6,477
+2,831
+78% +$224K
NXE icon
1266
NexGen Energy
NXE
$6.08B
$539K 0.01%
46,502
+1,155
+3% +$13.8K
CBZ icon
1267
CBIZ
CBZ
$2.24B
$539K 0.01%
20,072
+2,831
+16% +$99.9K
LMAT icon
1268
LeMaitre Vascular
LMAT
$2.19B
$538K 0.01%
4,931
+1,794
+57% +$171K
ACA icon
1269
Arcosa
ACA
$7.13B
$538K 0.01%
5,067
+1,353
+36% +$154K
ESML icon
1270
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.84B
$537K 0.01%
+11,415
New +$554K
BAH icon
1271
Booz Allen Hamilton
BAH
$8.67B
$535K 0.01%
6,861
-3,093
-31% -$261K
FOLD
1272
DELISTED
Amicus Therapeutics
FOLD
$535K 0.01%
36,983
+12,822
+53% +$184K
OKLO
1273
Oklo
OKLO
$7.1B
$533K 0.01%
10,745
+1,650
+18% +$119K
VB icon
1274
Vanguard Small-Cap ETF
VB
$79.6B
$533K 0.01%
2,034
-59
-3% -$16K
S icon
1275
SentinelOne
S
$6.2B
$531K 0.01%
41,259
+12,762
+45% +$177K
49 50
51
52 53

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.