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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
TMP icon
1451
Tompkins Financial
TMP
$1.42B
$459K ﹤0.01%
4,860
+648
+15% +$55.8K
EC icon
1452
Ecopetrol
EC
$37.5B
$459K ﹤0.01%
32,231
+8,798
+38% +$127K
KC
1453
Kingsoft Cloud Holdings
KC
$2.85B
$459K ﹤0.01%
50,664
+6,172
+14% +$85.3K
HCM icon
1454
HUTCHMED
HCM
$2.4B
$458K ﹤0.01%
42,599
+22,174
+109% +$280K
MSA icon
1455
Mine Safety
MSA
$6.9B
$458K ﹤0.01%
2,621
-457
-15% -$76.5K
Z icon
1456
Zillow
Z
$7.31B
$457K ﹤0.01%
14,496
-4,598
-24% -$177K
SIGI icon
1457
Selective Insurance
SIGI
$5.32B
$456K ﹤0.01%
4,703
+656
+16% +$56.7K
SYRE icon
1458
Spyre Therapeutics
SYRE
$8.02B
$454K ﹤0.01%
5,118
+721
+16% +$52.6K
VAC icon
1459
Marriott Vacations Worldwide
VAC
$3.48B
$454K ﹤0.01%
4,453
+5
+0.1% +$400
TIMB icon
1460
TIM SA
TIMB
$9.04B
$453K ﹤0.01%
21,157
-525
-2% -$12.5K
AMX icon
1461
America Movil
AMX
$69.4B
$452K ﹤0.01%
17,402
+1,252
+8% +$32.9K
LIVN icon
1462
LivaNova
LIVN
$4.38B
$452K ﹤0.01%
5,497
+303
+6% +$21.4K
ELPC icon
1463
Copel
ELPC
$9.18B
$451K ﹤0.01%
38,746
+10,255
+36% +$125K
USMV icon
1464
iShares MSCI USA Min Vol Factor ETF
USMV
$23.7B
$450K ﹤0.01%
4,668
– –
RYTM icon
1465
Rhythm Pharmaceuticals
RYTM
$6.66B
$450K ﹤0.01%
4,054
+952
+31% +$86.1K
SBSW icon
1466
Sibanye-Stillwater
SBSW
$8.38B
$450K ﹤0.01%
53,011
+1,035
+2% +$12.1K
WSC icon
1467
WillScot Mobile Mini Holdings
WSC
$3.27B
$449K ﹤0.01%
15,562
+1,703
+12% +$41.2K
AXTA icon
1468
Axalta
AXTA
$7.12B
$448K ﹤0.01%
13,102
-487
-4% -$14.6K
UHAL.B icon
1469
U-Haul Holding Co Series N
UHAL.B
$10.9B
$448K ﹤0.01%
7,759
+1,903
+32% +$94.8K
NICE icon
1470
Nice
NICE
$6.09B
$448K ﹤0.01%
4,926
-485
-9% -$47K
HIMX
1471
Himax Technologies
HIMX
$2.31B
$447K ﹤0.01%
29,161
+5,470
+23% +$84.9K
EFSC icon
1472
Enterprise Financial Services Corp
EFSC
$2.28B
$447K ﹤0.01%
6,782
+206
+3% +$12.4K
INTA icon
1473
Intapp
INTA
$2.87B
$447K ﹤0.01%
17,720
+990
+6% +$22.6K
GPOR icon
1474
Gulfport Energy Corp
GPOR
$3.11B
$446K ﹤0.01%
2,631
+481
+22% +$86.8K
VG
1475
Venture Global Inc
VG
$38.2B
$445K ﹤0.01%
39,981
+7,561
+23% +$95.7K
57 58
59
60 61

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.