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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 | |
|---|---|---|---|---|---|---|
1801
StepStone Group
STEP
$3.36B
| $208K | ﹤0.01% |
+4,366
| New | +$252K |
|
|
MCHB
1802
Mechanics Bancorp
MCHB
$3.52B
| $208K | ﹤0.01% |
14,122
-54
| -0.4% | -$800 |
|
1803
Dutch Bros
BROS
$8.91B
| $208K | ﹤0.01% |
4,102
-911
| -18% | -$49.8K |
|
1804
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
| $207K | ﹤0.01% |
336
-14
| -4% | -$8.87K |
|
1805
NovaGold Resources
NG
$2.72B
| $207K | ﹤0.01% |
+23,032
| New | +$237K |
|
|
SEM
1806
DELISTED
Select Medical
SEM
| $206K | ﹤0.01% |
+12,674
| New | +$198K |
|
1807
Perimeter Solutions
PRM
$5.55B
| $206K | ﹤0.01% |
+8,445
| New | +$216K |
|
1808
Vaalco Energy
EGY
$602M
| $206K | ﹤0.01% |
32,505
+9,840
| +43% | +$49.6K |
|
|
CURB
1809
Curbline Properties
CURB
$3.51B
| $206K | ﹤0.01% |
+7,989
| New | +$205K |
|
|
AAT
1810
American Assets Trust
AAT
$1.49B
| $206K | ﹤0.01% |
+11,182
| New | +$209K |
|
|
ELVR
1811
Elevra Lithium Ltd
ELVR
$968M
| $206K | ﹤0.01% |
+3,490
| New | +$190K |
|
1812
Minerals Technologies
MTX
$2.31B
| $205K | ﹤0.01% |
+2,897
| New | +$199K |
|
1813
Simmons First National
SFNC
$3.34B
| $205K | ﹤0.01% |
+10,557
| New | +$211K |
|
1814
Sprinklr
CXM
$1.3B
| $205K | ﹤0.01% |
+34,132
| New | +$212K |
|
1815
MasterBrand
MBC
$1.08B
| $204K | ﹤0.01% |
24,601
+6,452
| +36% | +$69.7K |
|
1816
Ingevity
NGVT
$2.6B
| $204K | ﹤0.01% |
+2,867
| New | +$196K |
|
1817
Avanos Medical
AVNS
$1.17B
| $204K | ﹤0.01% |
+14,571
| New | +$196K |
|
1818
First Financial Bancorp
FFBC
$3.56B
| $204K | ﹤0.01% |
+7,316
| New | +$204K |
|
1819
AdvanSix
ASIX
$589M
| $204K | ﹤0.01% |
+8,344
| New | +$158K |
|
1820
Intuitive Machines
LUNR
$2.26B
| $203K | ﹤0.01% |
+10,961
| New | +$202K |
|
1821
Greif
GEF
$4.36B
| $203K | ﹤0.01% |
+3,029
| New | +$214K |
|
1822
Kanzhun
BZ
$6.88B
| $202K | ﹤0.01% |
15,117
+2,742
| +22% | +$46.5K |
|
1823
monday.com
MNDY
$3.12B
| $202K | ﹤0.01% |
2,928
+271
| +10% | +$26K |
|
1824
Vericel Corp
VCEL
$2.28B
| $202K | ﹤0.01% |
+6,287
| New | +$223K |
|
1825
Shutterstock
SSTK
$271M
| $202K | ﹤0.01% |
12,164
-4,505
| -27% | -$79.3K |
|
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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.