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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
(+20%)
Cap. Flow
+$438M
Cap. Flow
% of AUM
3.6%
Top 10 Holdings %
Top 10 Hldgs %
30.96%
Holding
2,354
New
189
Increased
1,270
Reduced
768
Closed
112
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$30.4M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$26.6M |
| 3 |
NVIDIA
NVDA
|
+$19.4M |
| 4 |
Amazon
AMZN
|
+$15.7M |
| 5 |
JPMorgan Chase
JPM
|
+$12.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Honeywell
HON
|
+$9.9M |
| 2 |
Comcast
CMCSA
|
+$4.01M |
| 3 |
Costco
COST
|
+$3.57M |
| 4 |
CTRA
Coterra Energy
CTRA
|
+$3.49M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1326
PDF Solutions
PDFS
$1.81B
| $554K | ﹤0.01% |
7,827
-1,436
| -16% | -$71.2K |
|
1327
Rapid7
RPD
$853M
| $552K | ﹤0.01% |
68,205
+42,176
| +162% | +$280K |
|
1328
Resideo Technologies
REZI
$2.87B
| $552K | ﹤0.01% |
17,747
-227
| -1% | -$7.81K |
|
1329
AXT Inc
AXTI
$4.14B
| $552K | ﹤0.01% |
7,654
-5,799
| -43% | -$522K |
|
1330
Ubiquiti
UI
$34.4B
| $552K | ﹤0.01% |
1,033
-324
| -24% | -$244K |
|
1331
Blackbaud
BLKB
$2.02B
| $551K | ﹤0.01% |
+18,600
| New | +$612K |
|
1332
Grupo Aeroportuario Centro Norte
OMAB
$4.72B
| $551K | ﹤0.01% |
4,870
-132
| -3% | -$14.2K |
|
1333
West Fraser Timber
WFG
$5.66B
| $551K | ﹤0.01% |
8,136
+1,208
| +17% | +$78.7K |
|
1334
American States Water
AWR
$3.44B
| $551K | ﹤0.01% |
6,664
+1,769
| +36% | +$137K |
|
|
FIG
1335
Figma
FIG
$12.3B
| $549K | ﹤0.01% |
30,365
+12,394
| +69% | +$249K |
|
|
JOYY
1336
JOYY Inc
JOYY
$3.83B
| $548K | ﹤0.01% |
8,311
+1,657
| +25% | +$103K |
|
|
CNH
1337
CNH Industrial
CNH
$22.1B
| $548K | ﹤0.01% |
48,836
-8,817
| -15% | -$93.8K |
|
1338
Lyft
LYFT
$5.94B
| $547K | ﹤0.01% |
37,448
-251
| -0.7% | -$3.51K |
|
1339
Icon
ICLR
$13.4B
| $545K | ﹤0.01% |
3,135
+1,216
| +63% | +$155K |
|
1340
Installed Building Products
IBP
$5.42B
| $544K | ﹤0.01% |
2,369
-274
| -10% | -$66.6K |
|
1341
ACI Worldwide
ACIW
$5.18B
| $544K | ﹤0.01% |
10,821
+3,098
| +40% | +$135K |
|
1342
Louisiana-Pacific
LPX
$4.63B
| $544K | ﹤0.01% |
6,917
-736
| -10% | -$54.4K |
|
1343
Fox Class B
FOX
$25.1B
| $543K | ﹤0.01% |
11,584
-142
| -1% | -$7.89K |
|
1344
CarGurus
CARG
$3.07B
| $540K | ﹤0.01% |
15,835
-6,316
| -29% | -$205K |
|
1345
Park Hotels & Resorts
PK
$3.06B
| $539K | ﹤0.01% |
37,839
-2,031
| -5% | -$24.8K |
|
1346
Olin
OLN
$1.95B
| $539K | ﹤0.01% |
27,186
+1,597
| +6% | +$41.7K |
|
|
PDS
1347
Precision Drilling
PDS
$1.11B
| $538K | ﹤0.01% |
7,023
+22
| +0.3% | +$2.01K |
|
1348
Chesapeake Utilities
CPK
$3.12B
| $538K | ﹤0.01% |
4,395
-628
| -13% | -$78.8K |
|
1349
GXO Logistics
GXO
$5.24B
| $538K | ﹤0.01% |
10,614
-199
| -2% | -$10.3K |
|
1350
Huazhu Hotels Group
HTHT
$13.2B
| $535K | ﹤0.01% |
12,830
+227
| +2% | +$10.8K |
|
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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.