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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
(-0.6%)
Cap. Flow
+$332M
Cap. Flow
% of AUM
3.26%
Top 10 Holdings %
Top 10 Hldgs %
31.22%
Holding
2,261
New
286
Increased
1,196
Reduced
670
Closed
96
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$19.7M |
| 2 |
Apple
AAPL
|
+$11.2M |
| 3 |
Costco
COST
|
+$9.17M |
| 4 |
Eli Lilly
LLY
|
+$7.35M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$6.74M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$15.4M |
| 2 |
Enterprise Products Partners
EPD
|
+$4.38M |
| 3 |
UnitedHealth
UNH
|
+$3.43M |
| 4 |
Accenture
ACN
|
+$2.82M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
TLX
1576
Telix Pharmaceuticals
TLX
$3.56B
| $318K | ﹤0.01% |
33,253
+15,112
| +83% | +$115K |
|
1577
Shake Shack
SHAK
$2.26B
| $318K | ﹤0.01% |
+3,596
| New | +$331K |
|
1578
ACI Worldwide
ACIW
$5.54B
| $317K | ﹤0.01% |
7,723
+2,497
| +48% | +$105K |
|
1579
indie Semiconductor
INDI
$769M
| $316K | ﹤0.01% |
98,237
+14,127
| +17% | +$49.9K |
|
|
PDM
1580
Piedmont Realty Trust
PDM
$1.2B
| $316K | ﹤0.01% |
48,057
-1,497
| -3% | -$11.6K |
|
1581
J&J Snack Foods
JJSF
$1.43B
| $315K | ﹤0.01% |
3,968
-330
| -8% | -$28.6K |
|
1582
Weis Markets
WMK
$1.85B
| $314K | ﹤0.01% |
4,597
-124
| -3% | -$8.48K |
|
1583
Relay Therapeutics
RLAY
$4.16B
| $314K | ﹤0.01% |
31,582
+3,995
| +14% | +$35.7K |
|
1584
Hope Bancorp
HOPE
$1.72B
| $314K | ﹤0.01% |
28,106
+10,325
| +58% | +$119K |
|
1585
Ero Copper
ERO
$2.75B
| $312K | ﹤0.01% |
11,687
+388
| +3% | +$11.7K |
|
|
CPRX
1586
DELISTED
Catalyst Pharmaceutical
CPRX
| $311K | ﹤0.01% |
+12,560
| New | +$299K |
|
1587
MPLX
MPLX
$58.4B
| $311K | ﹤0.01% |
5,444
-186
| -3% | -$10.5K |
|
1588
CleanSpark
CLSK
$4.01B
| $310K | ﹤0.01% |
36,401
+11,268
| +45% | +$121K |
|
1589
Advance Auto Parts
AAP
$3.22B
| $309K | ﹤0.01% |
+5,850
| New | +$293K |
|
1590
Heritage Financial
HFWA
$1.25B
| $308K | ﹤0.01% |
+11,840
| New | +$308K |
|
1591
HUTCHMED
HCM
$1.88B
| $306K | ﹤0.01% |
20,425
+3,539
| +21% | +$51.7K |
|
1592
BlackLine
BL
$1.61B
| $305K | ﹤0.01% |
8,250
+2,469
| +43% | +$106K |
|
1593
Selective Insurance
SIGI
$5.85B
| $305K | ﹤0.01% |
4,047
-486
| -11% | -$39.8K |
|
1594
Eastern Bankshares
EBC
$4.86B
| $304K | ﹤0.01% |
15,567
+3,459
| +29% | +$69K |
|
1595
Cohen & Steers
CNS
$4.11B
| $304K | ﹤0.01% |
4,858
+1,579
| +48% | +$103K |
|
|
CMBT
1596
CMB.TECH NV
CMBT
$4.53B
| $304K | ﹤0.01% |
23,998
-1,345
| -5% | -$16.9K |
|
1597
SiteOne Landscape Supply
SITE
$4.37B
| $303K | ﹤0.01% |
2,278
-32
| -1% | -$4.52K |
|
1598
ADT
ADT
$5B
| $303K | ﹤0.01% |
46,145
-10,694
| -19% | -$80.3K |
|
1599
Henry Schein
HSIC
$9.63B
| $303K | ﹤0.01% |
4,113
+23
| +0.6% | +$1.78K |
|
1600
PDF Solutions
PDFS
$2.19B
| $303K | ﹤0.01% |
9,263
+1,591
| +21% | +$52K |
|
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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.