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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 | |
|---|---|---|---|---|---|---|
1651
Credicorp
BAP
$30.8B
| $277K | ﹤0.01% |
818
-32
| -4% | -$10.7K |
|
1652
Atmus Filtration Technologies
ATMU
$4.34B
| $277K | ﹤0.01% |
+4,885
| New | +$289K |
|
1653
Sotera Health
SHC
$4.99B
| $277K | ﹤0.01% |
19,306
-334
| -2% | -$5.54K |
|
|
LTM
1654
LATAM Airlines Group S.A.
LTM
$14.3B
| $276K | ﹤0.01% |
5,585
+1,103
| +25% | +$62.4K |
|
|
SAFE
1655
Safehold
SAFE
$1.15B
| $276K | ﹤0.01% |
+20,380
| New | +$302K |
|
1656
XP
XP
$8.7B
| $276K | ﹤0.01% |
14,475
+2,492
| +21% | +$48.2K |
|
1657
Mirion Technologies
MIR
$4.13B
| $274K | ﹤0.01% |
14,748
+5,689
| +63% | +$128K |
|
1658
Colliers International
CIGI
$4.8B
| $274K | ﹤0.01% |
2,560
-145
| -5% | -$18.1K |
|
1659
Innoviva
INVA
$1.56B
| $274K | ﹤0.01% |
+11,741
| New | +$253K |
|
1660
Acadia Pharmaceuticals
ACAD
$4.25B
| $273K | ﹤0.01% |
12,265
+4,453
| +57% | +$106K |
|
1661
Calix
CALX
$2.28B
| $273K | ﹤0.01% |
+5,568
| New | +$292K |
|
1662
Valvoline
VVV
$4.89B
| $272K | ﹤0.01% |
8,076
+383
| +5% | +$13.2K |
|
1663
Select Water Solutions
WTTR
$2.59B
| $271K | ﹤0.01% |
+17,728
| New | +$232K |
|
1664
Photronics
PLAB
$1.82B
| $271K | ﹤0.01% |
+6,701
| New | +$242K |
|
1665
Indivior Pharmaceuticals
INDV
$4.79B
| $270K | ﹤0.01% |
8,870
+896
| +11% | +$29.6K |
|
1666
BCB Bancorp
BCBP
$174M
| $270K | ﹤0.01% |
+30,075
| New | +$246K |
|
|
ARIS
1667
Aris Mining
ARIS
$3.01B
| $270K | ﹤0.01% |
14,543
+209
| +1% | +$3.95K |
|
1668
Rhythm Pharmaceuticals
RYTM
$7.04B
| $270K | ﹤0.01% |
3,102
+723
| +30% | +$70.3K |
|
|
PTNM
1669
DELISTED
Pitanium Ltd
PTNM
| $269K | ﹤0.01% |
25,886
| – | – |
|
1670
Red Rock Resorts
RRR
$3.67B
| $269K | ﹤0.01% |
5,040
+1,414
| +39% | +$86.2K |
|
1671
KBR
KBR
$4.61B
| $267K | ﹤0.01% |
7,256
-4,678
| -39% | -$192K |
|
1672
HUB Group
HUBG
$3.01B
| $267K | ﹤0.01% |
7,410
-979
| -12% | -$41.4K |
|
1673
Ambarella
AMBA
$3.09B
| $266K | ﹤0.01% |
5,160
+633
| +14% | +$39.5K |
|
1674
National Vision
EYE
$1.6B
| $265K | ﹤0.01% |
+10,240
| New | +$278K |
|
1675
Nektar Therapeutics
NKTR
$2.34B
| $265K | ﹤0.01% |
+3,685
| New | +$210K |
|
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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.