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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
STAG icon
1401
STAG Industrial
STAG
$7.74B
$428K ﹤0.01%
11,872
+195
+2% +$7.39K
AVTR icon
1402
Avantor
AVTR
$7.75B
$428K ﹤0.01%
54,572
+5,018
+10% +$49.4K
BCC icon
1403
Boise Cascade
BCC
$2.69B
$427K ﹤0.01%
5,635
-389
-6% -$31.2K
BKE icon
1404
Buckle
BKE
$2.16B
$427K ﹤0.01%
8,482
+1,905
+29% +$98.7K
PSN icon
1405
Parsons
PSN
$6.25B
$426K ﹤0.01%
7,860
+2,099
+36% +$134K
LLYVK icon
1406
Liberty Live Group Series C
LLYVK
$9.06B
$424K ﹤0.01%
4,503
+561
+14% +$50.4K
SRRK icon
1407
Scholar Rock
SRRK
$5.93B
$424K ﹤0.01%
8,617
+3,276
+61% +$147K
ASB icon
1408
Associated Banc-Corp
ASB
$5.72B
$423K ﹤0.01%
16,367
-69
-0.4% -$1.83K
KAI icon
1409
Kadant
KAI
$3.63B
$422K ﹤0.01%
1,442
+340
+31% +$109K
BCO icon
1410
Brink's
BCO
$4.99B
$421K ﹤0.01%
4,067
+360
+10% +$43.2K
WULF icon
1411
TeraWulf
WULF
$9.94B
$420K ﹤0.01%
29,133
+13,913
+91% +$206K
PK icon
1412
Park Hotels & Resorts
PK
$2.94B
$420K ﹤0.01%
39,870
+431
+1% +$4.76K
YETI icon
1413
Yeti Holdings
YETI
$3.8B
$419K ﹤0.01%
11,457
+562
+5% +$24.7K
AX icon
1414
Axos Financial
AX
$5.42B
$418K ﹤0.01%
4,918
+779
+19% +$71K
VCTR icon
1415
Victory Capital Holdings
VCTR
$6.03B
$418K ﹤0.01%
6,376
+767
+14% +$53.5K
AG icon
1416
First Majestic Silver
AG
$8.12B
$417K ﹤0.01%
19,402
+1,674
+9% +$38.6K
OTEX icon
1417
Open Text
OTEX
$5.22B
$416K ﹤0.01%
18,714
-4,624
-20% -$120K
NVTS icon
1418
Navitas Semiconductor
NVTS
$2.93B
$416K ﹤0.01%
47,443
+3,213
+7% +$29.6K
TTAN
1419
ServiceTitan Inc
TTAN
$6.59B
$414K ﹤0.01%
+6,526
New +$504K
PRIM icon
1420
Primoris Services
PRIM
$4.92B
$414K ﹤0.01%
2,895
+845
+41% +$124K
NWS icon
1421
News Corp Class B
NWS
$16.1B
$414K ﹤0.01%
14,507
-1,104
-7% -$31.1K
WHD icon
1422
Cactus
WHD
$3.85B
$413K ﹤0.01%
8,727
+2,403
+38% +$126K
GRAB icon
1423
Grab
GRAB
$13.5B
$413K ﹤0.01%
112,780
-16,655
-13% -$70.6K
ITGR icon
1424
Integer Holdings
ITGR
$3.31B
$412K ﹤0.01%
+4,685
New +$399K
FND icon
1425
Floor & Decor
FND
$5.73B
$412K ﹤0.01%
8,103
-2,433
-23% -$158K
55 56
57
58 59

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.