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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
GTM
1676
ZoomInfo Technologies
GTM
$822M
$264K ﹤0.01%
44,226
+9,637
+28% +$70.9K
SN icon
1677
SharkNinja
SN
$20.8B
$264K ﹤0.01%
2,496
+547
+28% +$64K
ETSY icon
1678
Etsy
ETSY
$7.57B
$264K ﹤0.01%
5,277
-315
-6% -$17.2K
FTRE icon
1679
Fortrea Holdings
FTRE
$1.83B
$263K ﹤0.01%
27,914
-280
-1% -$3.6K
PATK icon
1680
Patrick Industries
PATK
$2.85B
$262K ﹤0.01%
+2,360
New +$292K
SKYT icon
1681
SkyWater Technology
SKYT
$1.5B
$262K ﹤0.01%
+9,551
New +$281K
UHAL.B icon
1682
U-Haul Holding Co Series N
UHAL.B
$12.3B
$262K ﹤0.01%
5,856
-469
-7% -$22.2K
AUPH icon
1683
Aurinia Pharmaceuticals
AUPH
$1.97B
$261K ﹤0.01%
17,624
+4,753
+37% +$69.5K
SBCF icon
1684
Seacoast Banking Corp of Florida
SBCF
$3.2B
$260K ﹤0.01%
8,586
+2,036
+31% +$65.7K
FULT icon
1685
Fulton Financial
FULT
$4.57B
$259K ﹤0.01%
12,729
+212
+2% +$4.37K
GT icon
1686
Goodyear
GT
$2B
$259K ﹤0.01%
39,045
-2,510
-6% -$21.2K
NOMD icon
1687
Nomad Foods
NOMD
$1.62B
$259K ﹤0.01%
26,936
-23,324
-46% -$268K
AKR icon
1688
Acadia Realty Trust
AKR
$2.95B
$257K ﹤0.01%
13,458
+925
+7% +$18.9K
BRBR icon
1689
BellRing Brands
BRBR
$1.45B
$257K ﹤0.01%
15,949
-4,460
-22% -$90.3K
SKY icon
1690
Champion Homes
SKY
$4.41B
$257K ﹤0.01%
3,450
+977
+40% +$84.1K
CSGS
1691
DELISTED
CSG Systems International
CSGS
$255K ﹤0.01%
+3,188
New +$254K
CRC icon
1692
California Resources
CRC
$4.92B
$255K ﹤0.01%
+3,680
New +$208K
TDC icon
1693
Teradata
TDC
$2.56B
$254K ﹤0.01%
9,923
-192
-2% -$5.61K
ICUI icon
1694
ICU Medical
ICUI
$3.87B
$254K ﹤0.01%
1,969
+208
+12% +$29.9K
TE
1695
T1 Energy
TE
$1.61B
$254K ﹤0.01%
57,792
+4,327
+8% +$31.7K
REYN icon
1696
Reynolds Consumer Products
REYN
$5.34B
$252K ﹤0.01%
11,920
-23,113
-66% -$530K
VICR icon
1697
Vicor
VICR
$10.3B
$252K ﹤0.01%
+1,566
New +$259K
IIPR icon
1698
Innovative Industrial Properties
IIPR
$1.76B
$252K ﹤0.01%
+5,025
New +$253K
FFWM
1699
DELISTED
First Foundation Inc
FFWM
$252K ﹤0.01%
42,678
+2,255
+6% +$13.7K
VIST icon
1700
Vista Energy
VIST
$7.89B
$252K ﹤0.01%
+3,333
New +$194K
66 67
68
69 70

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.