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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
VLO icon
126
Valero Energy
VLO
$91.9B
$13.5M 0.13%
54,727
+1,754
+3% +$362K
BSX icon
127
Boston Scientific
BSX
$65.4B
$13.5M 0.13%
215,075
-650
-0.3% -$52K
ADBE icon
128
Adobe
ADBE
$94.3B
$13.5M 0.13%
55,395
-1,003
-2% -$278K
ITW icon
129
Illinois Tool Works
ITW
$79.4B
$13.3M 0.13%
51,179
+1,880
+4% +$512K
JCI icon
130
Johnson Controls International
JCI
$85.7B
$13.1M 0.13%
100,212
+4,756
+5% +$614K
EMR icon
131
Emerson Electric
EMR
$78.2B
$13.1M 0.13%
100,065
+3,484
+4% +$501K
PSX icon
132
Phillips 66
PSX
$82.9B
$13.1M 0.13%
71,722
+6,189
+9% +$970K
FDX icon
133
FedEx
FDX
$74.7B
$13M 0.13%
36,634
+555
+2% +$193K
DHR icon
134
Danaher
DHR
$144B
$12.8M 0.13%
67,645
-8,602
-11% -$1.83M
SHEL icon
135
Shell
SHEL
$242B
$12.8M 0.13%
137,720
-2,500
-2% -$202K
CMCSA icon
136
Comcast
CMCSA
$85B
$12.8M 0.13%
444,457
+56,794
+15% +$1.7M
MAR icon
137
Marriott International
MAR
$96.6B
$12.7M 0.12%
38,716
+2,013
+5% +$662K
CDNS icon
138
Cadence Design Systems
CDNS
$91B
$12.6M 0.12%
45,496
+338
+0.7% +$101K
PNC icon
139
PNC Financial Services
PNC
$101B
$12.6M 0.12%
60,690
+3,935
+7% +$857K
HWM icon
140
Howmet Aerospace
HWM
$109B
$12.6M 0.12%
54,509
+2,467
+5% +$575K
TRV icon
141
Travelers Companies
TRV
$78.5B
$12.5M 0.12%
42,890
+1,074
+3% +$315K
RCL icon
142
Royal Caribbean
RCL
$77B
$12.3M 0.12%
44,707
+1,834
+4% +$546K
HIG icon
143
Hartford Financial Services
HIG
$38.4B
$12.1M 0.12%
89,772
+3,293
+4% +$449K
EBAY icon
144
eBay
EBAY
$49.8B
$12M 0.12%
132,344
+860
+0.7% +$77.3K
AFL icon
145
Aflac
AFL
$63.5B
$11.9M 0.12%
108,480
+304
+0.3% +$33.7K
ECL icon
146
Ecolab
ECL
$76.8B
$11.8M 0.12%
44,330
+1,677
+4% +$473K
MSI icon
147
Motorola Solutions
MSI
$68.6B
$11.6M 0.11%
26,826
+1,923
+8% +$833K
MMM icon
148
3M
MMM
$83.4B
$11.5M 0.11%
79,414
+2,248
+3% +$358K
COR icon
149
Cencora
COR
$59.9B
$11.5M 0.11%
36,645
+984
+3% +$344K
MCO icon
150
Moody's
MCO
$89.2B
$11.3M 0.11%
25,822
-302
-1% -$143K
4 5
6
7 8

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GT
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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

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.