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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
WSBC icon
1451
WesBanco
WSBC
$3.85B
$396K ﹤0.01%
11,484
+2,296
+25% +$80.1K
BMNR
1452
BitMine Immersion Technologies
BMNR
$10B
$394K ﹤0.01%
+19,932
New +$470K
UNF icon
1453
Unifirst Corp
UNF
$5.24B
$394K ﹤0.01%
1,567
+351
+29% +$81K
EDU icon
1454
New Oriental
EDU
$7.85B
$394K ﹤0.01%
6,957
+145
+2% +$8.28K
FAF icon
1455
First American
FAF
$7.03B
$392K ﹤0.01%
6,506
+476
+8% +$30.5K
UEC icon
1456
Uranium Energy
UEC
$4.86B
$391K ﹤0.01%
28,936
+8,404
+41% +$130K
FLG
1457
Flagstar Bank National Association
FLG
$6.13B
$390K ﹤0.01%
29,630
+4,319
+17% +$56.6K
AMPX icon
1458
Amprius Technologies
AMPX
$1.4B
$390K ﹤0.01%
23,133
+5,177
+29% +$67.5K
UTL icon
1459
Unitil
UTL
$995M
$390K ﹤0.01%
+7,459
New +$382K
JOYY
1460
JOYY Inc
JOYY
$3.66B
$389K ﹤0.01%
6,654
-450
-6% -$28.4K
OPEN icon
1461
Opendoor
OPEN
$3.71B
$388K ﹤0.01%
82,820
+1,958
+2% +$10.6K
ABEV icon
1462
Ambev
ABEV
$47.7B
$387K ﹤0.01%
132,603
+38,440
+41% +$110K
DFUS
1463
Dimensional US Equity ETF
DFUS
$20.7B
$387K ﹤0.01%
5,457
+750
+16% +$55.6K
CCS icon
1464
Century Communities
CCS
$1.99B
$385K ﹤0.01%
6,716
+1,921
+40% +$124K
QXO
1465
QXO Inc
QXO
$14.4B
$384K ﹤0.01%
19,769
-2,306
-10% -$52.8K
ACHR icon
1466
Archer Aviation
ACHR
$3.9B
$383K ﹤0.01%
74,132
+24,860
+50% +$177K
IMKTA icon
1467
Ingles Markets
IMKTA
$1.61B
$383K ﹤0.01%
4,263
-27
-0.6% -$2.19K
UPST icon
1468
Upstart Holdings
UPST
$2.64B
$383K ﹤0.01%
14,939
+2,600
+21% +$91.5K
VLGEA icon
1469
Village Super Market
VLGEA
$625M
$383K ﹤0.01%
9,062
+209
+2% +$8.01K
GTLB icon
1470
GitLab
GTLB
$5.1B
$382K ﹤0.01%
17,666
+6,987
+65% +$204K
CART icon
1471
Maplebear
CART
$10B
$381K ﹤0.01%
10,158
-1,959
-16% -$74.3K
FRSH icon
1472
Freshworks
FRSH
$2.7B
$380K ﹤0.01%
47,384
+28,043
+145% +$259K
AUR icon
1473
Aurora
AUR
$11.7B
$380K ﹤0.01%
92,336
+24,344
+36% +$108K
BTSG icon
1474
BrightSpring Health Services
BTSG
$13.7B
$380K ﹤0.01%
+8,918
New +$359K
FIG
1475
Figma
FIG
$10.6B
$380K ﹤0.01%
+17,971
New +$493K
57 58
59
60 61

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.