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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
PFS icon
1276
Provident Financial Services
PFS
$3.05B
$624K 0.01%
26,404
+2,169
+9% +$48.7K
FMS icon
1277
Fresenius Medical Care
FMS
$12.2B
$624K 0.01%
27,587
+4,205
+18% +$94.4K
VXF icon
1278
Vanguard Extended Market ETF
VXF
$30.7B
$624K 0.01%
2,533
-194
-7% -$44.5K
REXR icon
1279
Rexford Industrial Realty
REXR
$8.75B
$622K 0.01%
18,564
-8,713
-32% -$305K
GFS icon
1280
GlobalFoundries
GFS
$24.3B
$619K 0.01%
7,509
+300
+4% +$21K
HAFN icon
1281
Hafnia
HAFN
$4.87B
$618K 0.01%
93,040
+6,804
+8% +$55.1K
RAL
1282
Ralliant Corp
RAL
$7.51B
$617K 0.01%
8,382
+481
+6% +$26.8K
WH icon
1283
Wyndham Hotels & Resorts
WH
$5.12B
$617K 0.01%
7,325
-36
-0.5% -$2.98K
AEHR icon
1284
Aehr Test Systems
AEHR
$2.71B
$613K 0.01%
6,381
+719
+13% +$65.7K
ICHR icon
1285
Ichor Holdings
ICHR
$1.95B
$612K 0.01%
+5,452
New +$393K
PRG icon
1286
PROG Holdings
PRG
$1.45B
$612K 0.01%
13,127
+1,159
+10% +$40.4K
MHK icon
1287
Mohawk Industries
MHK
$8.72B
$611K 0.01%
5,037
+570
+13% +$59.9K
MORN icon
1288
Morningstar
MORN
$7.57B
$611K 0.01%
3,915
-3,110
-44% -$540K
SLGN icon
1289
Silgan Holdings
SLGN
$4.12B
$611K 0.01%
13,165
+4,058
+45% +$162K
FBIN icon
1290
Fortune Brands Innovations
FBIN
$4.77B
$610K 0.01%
11,117
-2,074
-16% -$83K
PTCT icon
1291
PTC Therapeutics
PTCT
$5.62B
$607K 0.01%
7,445
+127
+2% +$9.17K
VKTX icon
1292
Viking Therapeutics
VKTX
$3.5B
$607K 0.01%
15,564
+1,519
+11% +$49.1K
KOD icon
1293
Kodiak Sciences
KOD
$2.01B
$606K 0.01%
15,562
+575
+4% +$22.4K
AHR icon
1294
American Healthcare REIT
AHR
$11.7B
$606K 0.01%
11,611
-2,314
-17% -$114K
VCTR icon
1295
Victory Capital Holdings
VCTR
$6.51B
$605K 0.01%
7,200
+824
+13% +$66.3K
DUOL icon
1296
Duolingo
DUOL
$6.92B
$605K 0.01%
5,260
+1,183
+29% +$130K
VSH icon
1297
Vishay Intertechnology
VSH
$4.88B
$605K 0.01%
+11,249
New +$460K
NYAX
1298
Nayax
NYAX
$1.62B
$605K 0.01%
9,229
+1,248
+16% +$82.6K
ROG icon
1299
Rogers Corp
ROG
$2.33B
$603K ﹤0.01%
3,681
-596
-14% -$81.9K
GNW icon
1300
Genworth Financial
GNW
$3.85B
$602K ﹤0.01%
63,533
+7,868
+14% +$69.9K
50 51
52
53 54

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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
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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.