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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 | |
|---|---|---|---|---|---|---|
1751
Viper Energy
VNOM
$8.84B
| $228K | ﹤0.01% |
+4,842
| New | +$208K |
|
1752
Hawkins
HWKN
$2.99B
| $227K | ﹤0.01% |
+1,475
| New | +$216K |
|
1753
Scholastic
SCHL
$856M
| $226K | ﹤0.01% |
+5,792
| New | +$200K |
|
1754
ReNew
RNW
$2.27B
| $226K | ﹤0.01% |
49,382
-44,213
| -47% | -$235K |
|
1755
Vanguard Total World Stock ETF
VT
$77.2B
| $226K | ﹤0.01% |
1,633
-4,813
| -75% | -$692K |
|
1756
State Street Health Care Select Sector SPDR ETF
XLV
$41.3B
| $226K | ﹤0.01% |
1,539
-535
| -26% | -$82.5K |
|
|
SKE
1757
Skeena Resources
SKE
$3.5B
| $224K | ﹤0.01% |
+7,537
| New | +$231K |
|
1758
DigitalBridge
DBRG
$2.92B
| $224K | ﹤0.01% |
+14,510
| New | +$223K |
|
1759
Denali Therapeutics
DNLI
$3.75B
| $223K | ﹤0.01% |
11,622
-114
| -1% | -$2.27K |
|
1760
Oppenheimer Holdings
OPY
$1.18B
| $223K | ﹤0.01% |
+2,498
| New | +$209K |
|
1761
Prestige Consumer Healthcare
PBH
$2.32B
| $223K | ﹤0.01% |
3,759
+307
| +9% | +$19.9K |
|
1762
Constellium
CSTM
$3.99B
| $223K | ﹤0.01% |
+9,064
| New | +$216K |
|
1763
ProPetro Holding
PUMP
$1.67B
| $222K | ﹤0.01% |
15,433
-3,147
| -17% | -$37.6K |
|
1764
QuantumScape Corp
QS
$3.61B
| $222K | ﹤0.01% |
34,839
-1,523
| -4% | -$12.7K |
|
1765
Spyre Therapeutics
SYRE
$8.61B
| $222K | ﹤0.01% |
+4,397
| New | +$166K |
|
1766
Blackstone Mortgage Trust
BXMT
$2.82B
| $222K | ﹤0.01% |
11,568
-549
| -5% | -$10.6K |
|
1767
Goosehead Insurance
GSHD
$1.22B
| $221K | ﹤0.01% |
5,169
+1,252
| +32% | +$70K |
|
1768
ImmunityBio
IBRX
$7.87B
| $220K | ﹤0.01% |
28,717
+14,959
| +109% | +$102K |
|
1769
Warner Music
WMG
$14.3B
| $220K | ﹤0.01% |
8,621
+840
| +11% | +$23.8K |
|
|
KW
1770
DELISTED
Kennedy-Wilson Holdings
KW
| $220K | ﹤0.01% |
20,337
+9,877
| +94% | +$102K |
|
|
STEL
1771
DELISTED
Stellar Bancorp
STEL
| $220K | ﹤0.01% |
+6,009
| New | +$215K |
|
1772
Community Bank
CBU
$3.53B
| $220K | ﹤0.01% |
+3,744
| New | +$229K |
|
|
LIF
1773
Life360
LIF
$4.22B
| $219K | ﹤0.01% |
+5,366
| New | +$278K |
|
|
KRMN
1774
Karman Holdings
KRMN
$6.31B
| $219K | ﹤0.01% |
+2,730
| New | +$263K |
|
1775
InvenTrust Properties
IVT
$2.82B
| $218K | ﹤0.01% |
+7,170
| New | +$216K |
|
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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.