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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
BOKF icon
1376
BOK Financial
BOKF
$8.58B
$444K ﹤0.01%
3,468
-242
-7% -$31.1K
IMTX icon
1377
Immatics
IMTX
$1.27B
$442K ﹤0.01%
44,890
-4,484
-9% -$43.9K
LRN icon
1378
Stride
LRN
$3.66B
$441K ﹤0.01%
+4,998
New +$405K
VSAT icon
1379
Viasat
VSAT
$10.1B
$440K ﹤0.01%
+9,613
New +$432K
VV icon
1380
Vanguard Large-Cap ETF
VV
$51.8B
$440K ﹤0.01%
1,472
+574
+64% +$180K
MHK icon
1381
Mohawk Industries
MHK
$6.71B
$440K ﹤0.01%
4,467
-671
-13% -$78.2K
PFSI icon
1382
PennyMac Financial
PFSI
$4.29B
$439K ﹤0.01%
5,023
+404
+9% +$43.4K
FTDR icon
1383
Frontdoor
FTDR
$4.95B
$436K ﹤0.01%
8,257
+1,649
+25% +$98.4K
MARA icon
1384
Marathon Digital Holdings
MARA
$4.87B
$436K ﹤0.01%
53,394
+18,447
+53% +$167K
CHDN icon
1385
Churchill Downs
CHDN
$5.84B
$436K ﹤0.01%
4,849
-2,386
-33% -$227K
VIK icon
1386
Viking Holdings
VIK
$44.5B
$435K ﹤0.01%
+5,923
New +$433K
JBS
1387
JBS N.V.
JBS
$39.9B
$435K ﹤0.01%
24,221
-364
-1% -$5.67K
CHE icon
1388
Chemed
CHE
$6.68B
$435K ﹤0.01%
1,151
-363
-24% -$155K
PRAX icon
1389
Praxis Precision Medicines
PRAX
$8.99B
$433K ﹤0.01%
+1,344
New +$416K
USMV icon
1390
iShares MSCI USA Min Vol Factor ETF
USMV
$23B
$433K ﹤0.01%
4,668
-113
-2% -$10.7K
LGND icon
1391
Ligand Pharmaceuticals
LGND
$6.06B
$432K ﹤0.01%
2,162
+771
+55% +$153K
PJT icon
1392
PJT Partners
PJT
$4.24B
$431K ﹤0.01%
3,086
+616
+25% +$97K
SEE
1393
DELISTED
Sealed Air
SEE
$431K ﹤0.01%
10,249
-74
-0.7% -$3.1K
AMTM
1394
Amentum Holdings
AMTM
$5.38B
$430K ﹤0.01%
16,490
-1,261
-7% -$39.6K
STWD icon
1395
Starwood Property Trust
STWD
$6.05B
$430K ﹤0.01%
24,962
+2,784
+13% +$50K
INTA icon
1396
Intapp
INTA
$2.02B
$430K ﹤0.01%
16,730
+10,417
+165% +$311K
IWR icon
1397
iShares Russell Mid-Cap ETF
IWR
$56.5B
$430K ﹤0.01%
4,419
-6,271
-59% -$626K
KLIC icon
1398
Kulicke & Soffa
KLIC
$5.55B
$429K ﹤0.01%
6,530
+1,277
+24% +$81.1K
LW icon
1399
Lamb Weston
LW
$6.79B
$429K ﹤0.01%
10,151
-1,630
-14% -$72.8K
ESAB icon
1400
ESAB
ESAB
$5.2B
$428K ﹤0.01%
4,429
+4
+0.1% +$463
54 55
56
57 58

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.