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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 | |
|---|---|---|---|---|---|---|
1726
WillScot Mobile Mini Holdings
WSC
$4.84B
| $241K | ﹤0.01% |
13,859
+1,333
| +11% | +$27.2K |
|
|
MRX
1727
Marex Group Limited Ordinary Shares
MRX
$4.69B
| $241K | ﹤0.01% |
+5,396
| New | +$213K |
|
1728
JFrog
FROG
$9.6B
| $240K | ﹤0.01% |
5,123
+407
| +9% | +$20K |
|
1729
Otter Tail
OTTR
$3.84B
| $240K | ﹤0.01% |
+2,738
| New | +$237K |
|
1730
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.86B
| $240K | ﹤0.01% |
2,834
-2,048
| -42% | -$179K |
|
1731
Full Truck Alliance
YMM
$9.52B
| $239K | ﹤0.01% |
28,804
-2,159
| -7% | -$20.5K |
|
1732
Schneider National
SNDR
$6.63B
| $239K | ﹤0.01% |
9,067
+205
| +2% | +$5.67K |
|
1733
Sphere Entertainment
SPHR
$4.99B
| $239K | ﹤0.01% |
+2,035
| New | +$213K |
|
1734
iShares Core Dividend Growth ETF
DGRO
$42.2B
| $238K | ﹤0.01% |
3,397
-625
| -16% | -$44.8K |
|
1735
Suzano
SUZ
$10.3B
| $238K | ﹤0.01% |
23,787
+2,150
| +10% | +$21.7K |
|
1736
Capitol Federal Financial
CFFN
$1.05B
| $238K | ﹤0.01% |
33,362
+15,316
| +85% | +$109K |
|
1737
Helios Technologies
HLIO
$2.66B
| $237K | ﹤0.01% |
+3,665
| New | +$246K |
|
1738
Beam Therapeutics
BEAM
$2.66B
| $236K | ﹤0.01% |
+9,910
| New | +$275K |
|
1739
Palomar
PLMR
$3.41B
| $235K | ﹤0.01% |
+1,963
| New | +$245K |
|
1740
AvePoint
AVPT
$2.55B
| $234K | ﹤0.01% |
24,613
+11,582
| +89% | +$130K |
|
1741
Celcuity
CELC
$4.37B
| $233K | ﹤0.01% |
+2,041
| New | +$223K |
|
1742
Arcus Biosciences
RCUS
$3.84B
| $233K | ﹤0.01% |
+10,773
| New | +$233K |
|
|
EFOR
1743
Everforth Inc
EFOR
$824M
| $232K | ﹤0.01% |
6,004
+651
| +12% | +$29K |
|
|
ILPT
1744
Industrial Logistics Properties Trust
ILPT
$603M
| $232K | ﹤0.01% |
40,826
+5,527
| +16% | +$32.2K |
|
|
VISN
1745
Vistance Networks Inc
VISN
$2.7B
| $232K | ﹤0.01% |
12,727
+2,441
| +24% | +$44.5K |
|
|
ALMS
1746
Alumis Inc
ALMS
$3.6B
| $230K | ﹤0.01% |
+10,420
| New | +$260K |
|
1747
Ternium
TX
$9.3B
| $229K | ﹤0.01% |
5,715
-904
| -14% | -$37.4K |
|
1748
Movado Group
MOV
$808M
| $229K | ﹤0.01% |
+9,396
| New | +$222K |
|
1749
Andersons Inc
ANDE
$2.73B
| $228K | ﹤0.01% |
+3,179
| New | +$204K |
|
1750
NuScale Power
SMR
$3.04B
| $228K | ﹤0.01% |
21,019
+9,180
| +78% | +$140K |
|
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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.