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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 | |
|---|---|---|---|---|---|---|
1776
Organon & Co
OGN
$3.55B
| $218K | ﹤0.01% |
36,396
+7,742
| +27% | +$58.3K |
|
1777
Triple Flag Precious Metals
TFPM
$6.04B
| $216K | ﹤0.01% |
6,236
-2,018
| -24% | -$73.1K |
|
1778
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.75B
| $216K | ﹤0.01% |
+4,077
| New | +$227K |
|
1779
Allogene Therapeutics
ALLO
$642M
| $216K | ﹤0.01% |
88,523
+20,735
| +31% | +$41.6K |
|
1780
Lightwave Logic
LWLG
$1.04B
| $215K | ﹤0.01% |
30,653
-3,397
| -10% | -$16.1K |
|
|
MESO
1781
Mesoblast
MESO
$2.11B
| $215K | ﹤0.01% |
14,009
-820
| -6% | -$13.7K |
|
1782
Brookdale Senior Living
BKD
$3.5B
| $215K | ﹤0.01% |
+15,726
| New | +$220K |
|
|
TPC
1783
Tutor Perini Cor
TPC
$4.58B
| $215K | ﹤0.01% |
+2,787
| New | +$213K |
|
1784
Teladoc Health
TDOC
$1.61B
| $215K | ﹤0.01% |
+39,458
| New | +$221K |
|
1785
FIVE9
FIVN
$1.76B
| $215K | ﹤0.01% |
+14,147
| New | +$246K |
|
1786
Vita Coco
COCO
$4.25B
| $214K | ﹤0.01% |
+4,477
| New | +$244K |
|
1787
Insperity
NSP
$1.86B
| $214K | ﹤0.01% |
+7,921
| New | +$255K |
|
1788
Extreme Networks
EXTR
$3.96B
| $214K | ﹤0.01% |
+14,178
| New | +$212K |
|
1789
Schwab International Equity ETF
SCHF
$66.3B
| $214K | ﹤0.01% |
+8,636
| New | +$220K |
|
1790
CTS Corp
CTS
$1.72B
| $213K | ﹤0.01% |
+4,467
| New | +$224K |
|
1791
NRC Health Common Stock
NRC
$487M
| $213K | ﹤0.01% |
12,541
-1,711
| -12% | -$29.1K |
|
1792
iShares Core S&P Total US Stock Market ETF
ITOT
$94.3B
| $213K | ﹤0.01% |
1,494
-233
| -13% | -$34.6K |
|
1793
Icon
ICLR
$12.9B
| $212K | ﹤0.01% |
1,919
-280
| -13% | -$38.2K |
|
1794
BioCryst Pharmaceuticals
BCRX
$2.42B
| $211K | ﹤0.01% |
+22,167
| New | +$172K |
|
|
BLFY
1795
DELISTED
Blue Foundry Bancorp
BLFY
| $211K | ﹤0.01% |
+15,926
| New | +$211K |
|
1796
Washington Trust Bancorp
WASH
$732M
| $210K | ﹤0.01% |
+6,285
| New | +$207K |
|
1797
Aehr Test Systems
AEHR
$3.04B
| $210K | ﹤0.01% |
+5,662
| New | +$181K |
|
|
CCC
1798
CCC Intelligent Solutions
CCC
$3.36B
| $209K | ﹤0.01% |
34,886
-1,571
| -4% | -$10.3K |
|
1799
iShares Russell 2000 ETF
IWM
$81.6B
| $209K | ﹤0.01% |
844
-146
| -15% | -$37.7K |
|
1800
Tanger
SKT
$4.76B
| $209K | ﹤0.01% |
+6,152
| New | +$212K |
|
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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.