We are live on ! Find out more
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
KN icon
1476
Knowles
KN
$3.32B
$380K ﹤0.01%
14,780
+1,033
+8% +$26.1K
NOVT icon
1477
Novanta
NOVT
$5.1B
$379K ﹤0.01%
3,208
+476
+17% +$62.5K
SAM icon
1478
Boston Beer
SAM
$1.82B
$379K ﹤0.01%
1,643
+203
+14% +$45.6K
PAC icon
1479
Grupo Aeroportuario del Pacifico
PAC
$12.8B
$378K ﹤0.01%
1,530
+9
+0.6% +$2.36K
MTN icon
1480
Vail Resorts
MTN
$5.13B
$378K ﹤0.01%
2,942
+171
+6% +$23.3K
AXTA icon
1481
Axalta
AXTA
$6.78B
$377K ﹤0.01%
13,589
-7,185
-35% -$228K
CPRI icon
1482
Capri Holdings
CPRI
$1.78B
$376K ﹤0.01%
21,365
+1,762
+9% +$37.3K
CRNX icon
1483
Crinetics Pharmaceuticals
CRNX
$8.85B
$376K ﹤0.01%
10,356
+1,832
+21% +$81.8K
CUK
1484
DELISTED
Carnival PLC
CUK
$376K ﹤0.01%
14,589
+298
+2% +$8.64K
MIDD icon
1485
Middleby
MIDD
$5.93B
$375K ﹤0.01%
2,832
+745
+36% +$113K
RHP icon
1486
Ryman Hospitality Properties
RHP
$8.13B
$373K ﹤0.01%
4,043
+739
+22% +$70.9K
KNTK icon
1487
Kinetik
KNTK
$3.81B
$370K ﹤0.01%
+7,653
New +$326K
AWR icon
1488
American States Water
AWR
$3.42B
$370K ﹤0.01%
4,895
+582
+13% +$42.9K
BAX icon
1489
Baxter International
BAX
$11.2B
$369K ﹤0.01%
21,960
-4,999
-19% -$96.8K
SXT icon
1490
Sensient Technologies
SXT
$4.98B
$368K ﹤0.01%
4,258
+379
+10% +$35.5K
NWN icon
1491
Northwest Natural Holdings
NWN
$2.16B
$368K ﹤0.01%
+6,911
New +$342K
HOMB icon
1492
Home BancShares
HOMB
$6.16B
$368K ﹤0.01%
13,647
+2,399
+21% +$67.5K
XRAY icon
1493
Dentsply Sirona
XRAY
$2.55B
$367K ﹤0.01%
31,667
-3,230
-9% -$40.3K
SVM
1494
Silvercorp Metals
SVM
$2.13B
$367K ﹤0.01%
34,154
+2,189
+7% +$24.1K
FIBK icon
1495
First Interstate BancSystem
FIBK
$3.7B
$366K ﹤0.01%
10,956
-87
-0.8% -$3.11K
ENPH icon
1496
Enphase Energy
ENPH
$5.13B
$366K ﹤0.01%
9,674
-898
-8% -$37.3K
JBTM
1497
JBT Marel
JBTM
$6.99B
$365K ﹤0.01%
2,852
+1,128
+65% +$171K
RBRK icon
1498
Rubrik
RBRK
$14.9B
$365K ﹤0.01%
7,445
+3,698
+99% +$212K
MGEE icon
1499
MGE Energy Inc
MGEE
$3.11B
$364K ﹤0.01%
4,714
-46
-1% -$3.62K
LION icon
1500
Lionsgate Studios
LION
$3.89B
$364K ﹤0.01%
37,950
+11,156
+42% +$103K
58 59
60
61 62

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.