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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
AMX icon
1426
America Movil
AMX
$77.9B
$412K ﹤0.01%
16,150
+930
+6% +$21.2K
HCC icon
1427
Warrior Met Coal
HCC
$4.28B
$410K ﹤0.01%
4,402
+671
+18% +$60.4K
SNEX icon
1428
StoneX
SNEX
$8.9B
$410K ﹤0.01%
+7,626
New +$386K
MYRG icon
1429
MYR Group
MYRG
$6.34B
$410K ﹤0.01%
1,452
+313
+27% +$81.3K
SD icon
1430
SandRidge Energy
SD
$524M
$409K ﹤0.01%
25,098
+6,438
+35% +$104K
EXK
1431
Endeavour Silver
EXK
$2.34B
$409K ﹤0.01%
43,890
-3,289
-7% -$37.2K
ACHC icon
1432
Acadia Healthcare
ACHC
$3.13B
$408K ﹤0.01%
+17,452
New +$316K
EGO icon
1433
Eldorado Gold
EGO
$8.33B
$408K ﹤0.01%
11,875
-29
-0.2% -$1.18K
GSL icon
1434
Global Ship Lease
GSL
$1.55B
$407K ﹤0.01%
10,928
-341
-3% -$12.8K
SOUN icon
1435
SoundHound AI
SOUN
$2.71B
$405K ﹤0.01%
58,918
+27,560
+88% +$238K
NHC icon
1436
National Healthcare
NHC
$3.46B
$405K ﹤0.01%
2,533
+790
+45% +$121K
MD icon
1437
Pediatrix Medical
MD
$2.1B
$404K ﹤0.01%
18,895
+6,227
+49% +$130K
BRZE icon
1438
Braze
BRZE
$2.39B
$402K ﹤0.01%
+17,041
New +$369K
DUOL icon
1439
Duolingo
DUOL
$5.62B
$402K ﹤0.01%
4,077
+1,409
+53% +$174K
VRNS icon
1440
Varonis Systems
VRNS
$5.14B
$401K ﹤0.01%
18,667
+11,598
+164% +$314K
WEX icon
1441
WEX
WEX
$5.94B
$400K ﹤0.01%
2,611
+100
+4% +$15.6K
WAY
1442
Waystar Holding Corp
WAY
$4.14B
$399K ﹤0.01%
+16,540
New +$439K
DORM icon
1443
Dorman Products
DORM
$3.95B
$399K ﹤0.01%
3,819
+1,165
+44% +$139K
SMG icon
1444
ScottsMiracle-Gro
SMG
$3.93B
$398K ﹤0.01%
6,553
+2,088
+47% +$135K
TWST icon
1445
Twist Bioscience
TWST
$5.76B
$397K ﹤0.01%
+8,357
New +$375K
NOK icon
1446
Nokia
NOK
$54.3B
$396K ﹤0.01%
49,313
+4,052
+9% +$29.8K
RUSHA icon
1447
Rush Enterprises Class A
RUSHA
$5.93B
$396K ﹤0.01%
5,997
+1,916
+47% +$126K
NMIH icon
1448
NMI Holdings
NMIH
$3.16B
$396K ﹤0.01%
10,568
+879
+9% +$34K
HASI icon
1449
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.9B
$396K ﹤0.01%
10,784
+4,409
+69% +$157K
AVNT icon
1450
Avient
AVNT
$3.36B
$396K ﹤0.01%
10,917
+3,115
+40% +$116K
56 57
58
59 60

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.