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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
PAGP icon
1751
Plains GP Holdings
PAGP
$5.52B
$271K ﹤0.01%
11,162
-3,097
-22% -$74.3K
IRWD icon
1752
Ironwood Pharmaceuticals
IRWD
$704M
$270K ﹤0.01%
64,187
-6,931
-10% -$26.7K
GRAL
1753
GRAIL Inc
GRAL
$3.59B
$270K ﹤0.01%
+3,952
New +$233K
SMR icon
1754
NuScale Power
SMR
$3.98B
$270K ﹤0.01%
26,892
+5,873
+28% +$66.2K
CHWY icon
1755
Chewy
CHWY
$9.69B
$269K ﹤0.01%
13,697
-3,292
-19% -$74.7K
TFPM icon
1756
Triple Flag Precious Metals
TFPM
$6.99B
$269K ﹤0.01%
8,974
+2,738
+44% +$88.1K
HAPN
1757
Happen Inc
HAPN
$2.05B
$269K ﹤0.01%
12,961
+245
+2% +$4.17K
OPY icon
1758
Oppenheimer Holdings
OPY
$1.32B
$268K ﹤0.01%
2,544
+46
+2% +$4.68K
PBI icon
1759
Pitney Bowes
PBI
$2.39B
$268K ﹤0.01%
15,321
+477
+3% +$7.29K
REYN icon
1760
Reynolds Consumer Products
REYN
$4.61B
$268K ﹤0.01%
9,989
-1,931
-16% -$43K
CXT icon
1761
Crane NXT
CXT
$2.88B
$268K ﹤0.01%
+5,240
New +$224K
DGRO icon
1762
iShares Core Dividend Growth ETF
DGRO
$43.5B
$268K ﹤0.01%
3,536
+139
+4% +$10.3K
JBS
1763
JBS N.V.
JBS
$42.9B
$268K ﹤0.01%
22,608
-1,613
-7% -$23.6K
GSEW icon
1764
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$2.04B
$268K ﹤0.01%
2,834
– –
MGY icon
1765
Magnolia Oil & Gas
MGY
$6.35B
$267K ﹤0.01%
10,454
+1,143
+12% +$32.6K
SCHL icon
1766
Scholastic
SCHL
$673M
$267K ﹤0.01%
5,808
+16
+0.3% +$657
SD icon
1767
SandRidge Energy
SD
$531M
$267K ﹤0.01%
19,500
-5,598
-22% -$83.5K
BFS
1768
Saul Centers
BFS
$804M
$267K ﹤0.01%
+7,143
New +$250K
RAMP icon
1769
LiveRamp
RAMP
$2.3B
$266K ﹤0.01%
+7,076
New +$233K
DFTX
1770
Definium Therapeutics
DFTX
$5.12B
$266K ﹤0.01%
+5,649
New +$140K
AMPX icon
1771
Amprius Technologies
AMPX
$1.44B
$265K ﹤0.01%
19,133
-4,000
-17% -$71.7K
AS icon
1772
Amer Sports
AS
$17.2B
$265K ﹤0.01%
7,824
-1,004
-11% -$35.2K
PTNM
1773
DELISTED
Pitanium Ltd
PTNM
$264K ﹤0.01%
25,434
-452
-2% -$4.7K
UNFI icon
1774
United Natural Foods
UNFI
$2.66B
$263K ﹤0.01%
5,769
+205
+4% +$10.2K
BTDR icon
1775
Bitdeer Technologies
BTDR
$3.36B
$263K ﹤0.01%
+16,564
New +$238K
69 70
71
72 73

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.