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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 Consumer Discretionary 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SNDR icon
1676
Schneider National
SNDR
$6.14B
$317K ﹤0.01%
8,667
-400
-4% -$13K
ATMU icon
1677
Atmus Filtration Technologies
ATMU
$3.94B
$317K ﹤0.01%
6,208
+1,323
+27% +$71.9K
BEAM icon
1678
Beam Therapeutics
BEAM
$3.06B
$316K ﹤0.01%
9,219
-691
-7% -$20.9K
MNDY icon
1679
monday.com
MNDY
$3.85B
$313K ﹤0.01%
4,326
+1,398
+48% +$102K
HLIO icon
1680
Helios Technologies
HLIO
$2.36B
$313K ﹤0.01%
3,504
-161
-4% -$12.4K
ATHM icon
1681
Autohome
ATHM
$2.54B
$312K ﹤0.01%
+16,393
New +$296K
LWLG icon
1682
Lightwave Logic
LWLG
$825M
$312K ﹤0.01%
32,971
+2,318
+8% +$27.2K
CLOV icon
1683
Clover Health Investments
CLOV
$2.26B
$312K ﹤0.01%
59,462
+15,039
+34% +$51.1K
LINE
1684
Lineage Inc
LINE
$8.69B
$311K ﹤0.01%
7,192
-1,903
-21% -$74.9K
CBU icon
1685
Community Bank
CBU
$3.36B
$311K ﹤0.01%
4,632
+888
+24% +$56.2K
CSTM icon
1686
Constellium
CSTM
$3.68B
$311K ﹤0.01%
9,746
+682
+8% +$22K
FINV
1687
FinVolution Group
FINV
$800M
$310K ﹤0.01%
64,701
-6,487
-9% -$32.1K
USNA icon
1688
Usana Health Sciences
USNA
$276M
$310K ﹤0.01%
+14,507
New +$273K
ZD icon
1689
Ziff Davis
ZD
$1.91B
$308K ﹤0.01%
5,880
-903
-13% -$40.9K
DNLI icon
1690
Denali Therapeutics
DNLI
$3.56B
$307K ﹤0.01%
11,953
+331
+3% +$6.8K
JJSF icon
1691
J&J Snack Foods
JJSF
$1.57B
$307K ﹤0.01%
4,183
+215
+5% +$16.7K
SBCF icon
1692
Seacoast Banking Corp of Florida
SBCF
$3.35B
$307K ﹤0.01%
9,228
+642
+7% +$20K
TFX icon
1693
Teleflex
TFX
$5.86B
$307K ﹤0.01%
2,420
+87
+4% +$11.1K
AUPH icon
1694
Aurinia Pharmaceuticals
AUPH
$2.14B
$306K ﹤0.01%
18,052
+428
+2% +$6.84K
ICUI icon
1695
ICU Medical
ICUI
$4.19B
$306K ﹤0.01%
2,088
+119
+6% +$15.5K
DAN icon
1696
Dana Inc
DAN
$3.45B
$305K ﹤0.01%
11,220
-2,003
-15% -$68.4K
STWD icon
1697
Starwood Property Trust
STWD
$5.95B
$305K ﹤0.01%
18,629
-6,333
-25% -$110K
BTG icon
1698
B2Gold
BTG
$7.41B
$305K ﹤0.01%
81,561
+7,607
+10% +$34.9K
QXO
1699
QXO Inc
QXO
$13.9B
$305K ﹤0.01%
17,647
-2,122
-11% -$39.5K
EFXT
1700
Enerflex
EFXT
$2.72B
$303K ﹤0.01%
+12,344
New +$308K
66 67
68
69 70

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.