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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
EQX icon
1576
Equinox Gold
EQX
$13.9B
$371K ﹤0.01%
38,187
+6,936
+22% +$89.5K
SUPN icon
1577
Supernus Pharmaceuticals
SUPN
$2.38B
$370K ﹤0.01%
7,963
-1,121
-12% -$53.8K
CNK icon
1578
Cinemark Holdings
CNK
$3.93B
$370K ﹤0.01%
11,662
+1,342
+13% +$39.8K
KEEL
1579
Keel Infrastructure Corp
KEEL
$2.11B
$369K ﹤0.01%
64,265
+14,418
+29% +$61.9K
PLUS icon
1580
ePlus
PLUS
$2.43B
$368K ﹤0.01%
4,418
+1,109
+34% +$92.2K
IRTC icon
1581
iRhythm Holdings
IRTC
$3.71B
$367K ﹤0.01%
3,088
+111
+4% +$12.9K
CON
1582
Concentra Group Holdings
CON
$4.65B
$367K ﹤0.01%
12,330
+676
+6% +$16.8K
FOUR icon
1583
Shift4
FOUR
$3.45B
$366K ﹤0.01%
7,526
-739
-9% -$31.9K
RSI icon
1584
Rush Street Interactive
RSI
$3.04B
$366K ﹤0.01%
12,306
+829
+7% +$21.8K
YMM icon
1585
Full Truck Alliance
YMM
$8.37B
$366K ﹤0.01%
45,015
+16,211
+56% +$138K
LIF
1586
Life360
LIF
$3.35B
$365K ﹤0.01%
6,589
+1,223
+23% +$54.4K
CMBT
1587
CMB.TECH NV
CMBT
$5.78B
$363K ﹤0.01%
25,972
+1,974
+8% +$28.4K
YELP icon
1588
Yelp
YELP
$1.13B
$362K ﹤0.01%
14,780
-10,889
-42% -$271K
MMS icon
1589
Maximus
MMS
$3.03B
$360K ﹤0.01%
6,699
-2,156
-24% -$134K
GTX icon
1590
Garrett Motion
GTX
$4.86B
$359K ﹤0.01%
+9,904
New +$276K
HMN icon
1591
Horace Mann Educators
HMN
$2B
$358K ﹤0.01%
6,931
+1,149
+20% +$53.3K
VVX icon
1592
V2X
VVX
$2.37B
$358K ﹤0.01%
4,801
+564
+13% +$42K
AMLX icon
1593
Amylyx Pharmaceuticals
AMLX
$3.67B
$357K ﹤0.01%
19,880
-4,192
-17% -$64.8K
ALGT icon
1594
Allegiant Air
ALGT
$2.15B
$357K ﹤0.01%
+3,034
New +$262K
CVCO icon
1595
Cavco Industries
CVCO
$4.16B
$356K ﹤0.01%
580
+3
+0.5% +$1.59K
HLNE icon
1596
Hamilton Lane
HLNE
$5.13B
$356K ﹤0.01%
4,510
+1,518
+51% +$135K
UE icon
1597
Urban Edge Properties
UE
$2.56B
$356K ﹤0.01%
15,538
+577
+4% +$12.7K
RNG icon
1598
RingCentral
RNG
$6.06B
$355K ﹤0.01%
9,109
+354
+4% +$14.3K
COLM icon
1599
Columbia Sportswear
COLM
$2.95B
$355K ﹤0.01%
5,736
-78
-1% -$4.83K
ACAD icon
1600
Acadia Pharmaceuticals
ACAD
$4.71B
$354K ﹤0.01%
13,999
+1,734
+14% +$38.2K
62 63
64
65 66

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.