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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
RELY icon
1426
Remitly
RELY
$4.62B
$479K ﹤0.01%
21,382
+911
+4% +$18.7K
EXTR icon
1427
Extreme Networks
EXTR
$2.88B
$478K ﹤0.01%
14,760
+582
+4% +$14K
TDS icon
1428
Telephone and Data Systems
TDS
$4.32B
$478K ﹤0.01%
12,905
+995
+8% +$41.9K
FLG
1429
Flagstar Bank National Association
FLG
$5.3B
$476K ﹤0.01%
31,850
+2,220
+7% +$31.5K
INDV icon
1430
Indivior Pharmaceuticals
INDV
$4B
$476K ﹤0.01%
11,590
+2,720
+31% +$98.7K
UFPI icon
1431
UFP Industries
UFPI
$4.54B
$475K ﹤0.01%
5,235
-1,479
-22% -$129K
ETSY icon
1432
Etsy
ETSY
$6.73B
$475K ﹤0.01%
6,300
+1,023
+19% +$65.9K
MD icon
1433
Pediatrix Medical
MD
$2.16B
$473K ﹤0.01%
18,679
-216
-1% -$4.91K
LGIH icon
1434
LGI Homes
LGIH
$1.19B
$473K ﹤0.01%
+7,429
New +$355K
VV icon
1435
Vanguard Morningstar Large-Cap ETF
VV
$53.8B
$473K ﹤0.01%
1,374
-98
-7% -$32.7K
ACMR icon
1436
ACM Research
ACMR
$4.55B
$472K ﹤0.01%
+3,718
New +$263K
APGE
1437
DELISTED
Apogee Therapeutics
APGE
$467K ﹤0.01%
3,517
+654
+23% +$58.9K
MDU icon
1438
MDU Resources
MDU
$3.95B
$465K ﹤0.01%
21,947
-6,173
-22% -$134K
ENIC icon
1439
Enel Chile
ENIC
$5.93B
$465K ﹤0.01%
103,239
+30,155
+41% +$132K
CNR
1440
Core Natural Resources Inc
CNR
$4.75B
$464K ﹤0.01%
5,804
+334
+6% +$29.6K
PRM icon
1441
Perimeter Solutions
PRM
$5.12B
$464K ﹤0.01%
13,008
+4,563
+54% +$143K
BRC icon
1442
Brady Corp
BRC
$3.97B
$463K ﹤0.01%
5,058
+773
+18% +$64.3K
EGO icon
1443
Eldorado Gold
EGO
$10.8B
$463K ﹤0.01%
14,885
+3,010
+25% +$98K
AMBA icon
1444
Ambarella
AMBA
$2.82B
$462K ﹤0.01%
5,389
+229
+4% +$15.8K
CORZ icon
1445
Core Scientific
CORZ
$5.48B
$462K ﹤0.01%
18,066
+4,800
+36% +$113K
KAI icon
1446
Kadant
KAI
$3.16B
$462K ﹤0.01%
1,471
+29
+2% +$9.04K
FUTU icon
1447
Futu Holdings
FUTU
$15.3B
$462K ﹤0.01%
4,925
+467
+10% +$59.8K
CNM icon
1448
Core & Main
CNM
$7.75B
$462K ﹤0.01%
9,565
-3,666
-28% -$181K
NIO icon
1449
NIO
NIO
$9.07B
$461K ﹤0.01%
91,141
-5,183
-5% -$30.2K
TDW icon
1450
Tidewater
TDW
$4.52B
$460K ﹤0.01%
6,899
+741
+12% +$58.8K
56 57
58
59 60

Similar funds

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
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
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.