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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
MWA icon
1526
Mueller Water Products
MWA
$3.89B
$347K ﹤0.01%
12,637
+890
+8% +$24.7K
FRPT icon
1527
Freshpet
FRPT
$2.78B
$347K ﹤0.01%
5,887
-265
-4% -$18.6K
TPG icon
1528
TPG
TPG
$6.74B
$347K ﹤0.01%
8,565
+922
+12% +$47.3K
PAGP icon
1529
Plains GP Holdings
PAGP
$5.25B
$346K ﹤0.01%
14,259
-370
-3% -$8.08K
MGRC icon
1530
McGrath RentCorp
MGRC
$2.92B
$346K ﹤0.01%
3,138
+1,021
+48% +$113K
LCII icon
1531
LCI Industries
LCII
$2.54B
$346K ﹤0.01%
2,813
+797
+40% +$109K
TCBI icon
1532
Texas Capital Bancshares
TCBI
$4.29B
$346K ﹤0.01%
3,646
+509
+16% +$49.6K
BGC icon
1533
BGC Group
BGC
$5.55B
$344K ﹤0.01%
35,164
+14,949
+74% +$138K
PRG icon
1534
PROG Holdings
PRG
$1.75B
$343K ﹤0.01%
11,968
+360
+3% +$11.6K
WIX icon
1535
WIX.com
WIX
$2.04B
$343K ﹤0.01%
3,808
+969
+34% +$81K
FINV
1536
FinVolution Group
FINV
$1.11B
$341K ﹤0.01%
71,188
+21,978
+45% +$117K
NATL icon
1537
NCR Atleos
NATL
$3.51B
$341K ﹤0.01%
7,821
+2,303
+42% +$95.2K
ELPC icon
1538
Copel
ELPC
$8.72B
$340K ﹤0.01%
28,491
+1,631
+6% +$17.3K
PD icon
1539
PagerDuty
PD
$666M
$339K ﹤0.01%
+54,525
New +$471K
AMPY icon
1540
Amplify Energy
AMPY
$171M
$338K ﹤0.01%
54,156
-1,409
-3% -$7.66K
RES icon
1541
RPC Inc
RES
$1.3B
$338K ﹤0.01%
47,716
+1,790
+4% +$11.1K
SAIC icon
1542
Saic
SAIC
$4.93B
$337K ﹤0.01%
3,553
-929
-21% -$91.1K
KVYO icon
1543
Klaviyo
KVYO
$4.69B
$337K ﹤0.01%
17,321
+5,435
+46% +$117K
VONG icon
1544
Vanguard Russell 1000 Growth ETF
VONG
$42.9B
$336K ﹤0.01%
3,060
+658
+27% +$76.9K
BTG icon
1545
B2Gold
BTG
$5.12B
$335K ﹤0.01%
73,954
+9,112
+14% +$45.7K
AMLX icon
1546
Amylyx Pharmaceuticals
AMLX
$1.96B
$335K ﹤0.01%
24,072
+3,232
+16% +$45.5K
SNAP icon
1547
Snap
SNAP
$7.42B
$334K ﹤0.01%
72,712
+28,900
+66% +$170K
BHE icon
1548
Benchmark Electronics
BHE
$3.01B
$333K ﹤0.01%
+5,935
New +$319K
ATEN icon
1549
A10 Networks
ATEN
$2.5B
$332K ﹤0.01%
+14,366
New +$281K
TMP icon
1550
Tompkins Financial
TMP
$1.33B
$332K ﹤0.01%
4,212
+1,049
+33% +$81.6K
60 61
62
63 64

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.