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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
ROST icon
151
Ross Stores
ROST
$74.9B
$11.2M 0.11%
51,896
+2,855
+6% +$569K
LHX icon
152
L3Harris
LHX
$52.5B
$11.2M 0.11%
32,382
+1,634
+5% +$571K
CTAS icon
153
Cintas
CTAS
$81.8B
$11.1M 0.11%
65,778
+3,004
+5% +$576K
MRSH
154
Marsh
MRSH
$87.8B
$11.1M 0.11%
64,071
+506
+0.8% +$91K
HLT icon
155
Hilton Worldwide
HLT
$73.1B
$11.1M 0.11%
36,544
+4,402
+14% +$1.33M
MPWR icon
156
Monolithic Power Systems
MPWR
$64.5B
$11.1M 0.11%
10,153
+243
+2% +$265K
CVS icon
157
CVS Health
CVS
$137B
$11M 0.11%
152,885
-5,399
-3% -$416K
VRT icon
158
Vertiv
VRT
$111B
$11M 0.11%
43,732
+2,277
+5% +$505K
AEP icon
159
American Electric Power
AEP
$71.9B
$10.9M 0.11%
83,509
+1,642
+2% +$205K
MDT icon
160
Medtronic
MDT
$106B
$10.9M 0.11%
125,589
-5,225
-4% -$501K
ALL icon
161
Allstate
ALL
$64.3B
$10.8M 0.11%
52,025
+4,403
+9% +$903K
CI icon
162
Cigna
CI
$74.5B
$10.8M 0.11%
40,354
+3,496
+9% +$967K
HSBC icon
163
HSBC
HSBC
$345B
$10.7M 0.1%
129,488
-1,363
-1% -$115K
CL icon
164
Colgate-Palmolive
CL
$74.4B
$10.6M 0.1%
124,563
+13,399
+12% +$1.19M
FAST icon
165
Fastenal
FAST
$52.2B
$10.4M 0.1%
224,591
+8,002
+4% +$359K
ADSK icon
166
Autodesk
ADSK
$46.1B
$10.4M 0.1%
43,469
-5,039
-10% -$1.27M
AZO icon
167
AutoZone
AZO
$49.7B
$10.4M 0.1%
3,079
-72
-2% -$258K
NET icon
168
Cloudflare
NET
$98.6B
$10.4M 0.1%
50,272
+2,901
+6% +$553K
FTNT icon
169
Fortinet
FTNT
$118B
$10.3M 0.1%
126,622
+18,476
+17% +$1.49M
MNST icon
170
Monster Beverage
MNST
$95.4B
$10.3M 0.1%
142,060
-105
-0.1% -$8.28K
CAH icon
171
Cardinal Health
CAH
$53.5B
$10.3M 0.1%
48,677
+1,799
+4% +$387K
BX icon
172
Blackstone
BX
$155B
$10.2M 0.1%
88,457
-12,494
-12% -$1.63M
SPG icon
173
Simon Property Group
SPG
$74.2B
$10.2M 0.1%
54,457
+3,443
+7% +$657K
SNDK
174
Sandisk
SNDK
$201B
$10.2M 0.1%
15,977
+3,368
+27% +$1.9M
TEL icon
175
TE Connectivity
TEL
$59.3B
$9.98M 0.1%
47,747
-1,447
-3% -$319K
5 6
7
8 9

Similar funds

GT
Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return
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

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.