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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
SKY icon
1626
Champion Homes
SKY
$4.7B
$343K ﹤0.01%
3,894
+444
+13% +$34K
WTTR icon
1627
Select Water Solutions
WTTR
$2.61B
$343K ﹤0.01%
17,162
-566
-3% -$9.91K
RXO icon
1628
RXO
RXO
$3.09B
$343K ﹤0.01%
12,423
+278
+2% +$6.14K
SKYT
1629
DELISTED
SkyWater Technology
SKYT
$342K ﹤0.01%
9,817
+266
+3% +$9.1K
DAC icon
1630
Danaos Corp
DAC
$2.91B
$340K ﹤0.01%
2,780
-65
-2% -$8.12K
TDC icon
1631
Teradata
TDC
$2.72B
$340K ﹤0.01%
9,813
-110
-1% -$3.35K
VIK icon
1632
Viking Holdings
VIK
$38.2B
$339K ﹤0.01%
3,241
-2,682
-45% -$232K
LEG
1633
DELISTED
Leggett & Platt
LEG
$339K ﹤0.01%
28,926
-474
-2% -$5K
XPRO icon
1634
Expro Ltd
XPRO
$1.88B
$338K ﹤0.01%
22,910
+4,168
+22% +$66.9K
TFSL icon
1635
TFS Financial
TFSL
$4.75B
$337K ﹤0.01%
19,000
-4,264
-18% -$66.5K
IWM icon
1636
iShares Russell 2000 ETF
IWM
$77.2B
$336K ﹤0.01%
1,119
+275
+33% +$77.3K
LTH icon
1637
Life Time Group Holdings
LTH
$9.3B
$336K ﹤0.01%
+8,228
New +$261K
AG icon
1638
First Majestic Silver
AG
$9.22B
$335K ﹤0.01%
19,773
+371
+2% +$7.35K
DEI icon
1639
Douglas Emmett
DEI
$1.75B
$335K ﹤0.01%
28,413
-1,708
-6% -$19.2K
ANRO icon
1640
Alto Neuroscience
ANRO
$1.22B
$334K ﹤0.01%
12,658
-2,988
-19% -$69.1K
LKQ icon
1641
LKQ Corp
LKQ
$5.96B
$334K ﹤0.01%
12,678
-4,857
-28% -$135K
CGON icon
1642
CG Oncology
CGON
$6.48B
$333K ﹤0.01%
4,688
-496
-10% -$32.4K
AKR icon
1643
Acadia Realty Trust
AKR
$2.71B
$333K ﹤0.01%
15,913
+2,455
+18% +$52.5K
TROX icon
1644
Tronox
TROX
$699M
$333K ﹤0.01%
52,813
+14
+0% +$119
EXK
1645
Endeavour Silver
EXK
$2.86B
$332K ﹤0.01%
40,156
-3,734
-9% -$34.7K
ELVR
1646
Elevra Lithium Ltd
ELVR
$895M
$332K ﹤0.01%
4,876
+1,386
+40% +$112K
ORKA
1647
Oruka Therapeutics
ORKA
$6.2B
$332K ﹤0.01%
+3,489
New +$232K
DCBO
1648
Docebo
DCBO
$605M
$332K ﹤0.01%
18,537
+8,210
+80% +$146K
HOPE icon
1649
Hope Bancorp
HOPE
$1.8B
$331K ﹤0.01%
24,225
-3,881
-14% -$48.6K
PLUG icon
1650
Plug Power
PLUG
$2.85B
$331K ﹤0.01%
122,267
+12,579
+11% +$39.5K
64 65
66
67 68

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.