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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 | |
|---|---|---|---|---|---|---|
1826
Kohl's
KSS
$2.16B
| $202K | ﹤0.01% |
15,639
+989
| +7% | +$16.7K |
|
1827
Phillips Edison & Co
PECO
$5.46B
| $202K | ﹤0.01% |
+5,390
| New | +$200K |
|
1828
Amphastar Pharmaceuticals
AMPH
$851M
| $202K | ﹤0.01% |
10,290
-172
| -2% | -$4.21K |
|
1829
Immunovant
IMVT
$8.02B
| $201K | ﹤0.01% |
+8,100
| New | +$210K |
|
1830
Addus HomeCare
ADUS
$2.08B
| $201K | ﹤0.01% |
+2,145
| New | +$227K |
|
1831
Coty
COTY
$2.4B
| $199K | ﹤0.01% |
99,155
+54,646
| +123% | +$147K |
|
1832
Core Scientific
CORZ
$7.51B
| $198K | ﹤0.01% |
+13,266
| New | +$226K |
|
1833
Zai Lab
ZLAB
$2.31B
| $198K | ﹤0.01% |
+10,544
| New | +$195K |
|
1834
Navient
NAVI
$809M
| $198K | ﹤0.01% |
+24,233
| New | +$240K |
|
1835
Core Laboratories
CLB
$551M
| $197K | ﹤0.01% |
11,758
-124
| -1% | -$2.22K |
|
1836
SITE Centers
SITC
$224M
| $196K | ﹤0.01% |
+36,238
| New | +$222K |
|
|
NEXN
1837
Nexxen International
NEXN
$541M
| $195K | ﹤0.01% |
29,982
-1,395
| -4% | -$8.91K |
|
1838
Asana
ASAN
$1.59B
| $195K | ﹤0.01% |
+30,521
| New | +$269K |
|
1839
Mattel
MAT
$4.18B
| $195K | ﹤0.01% |
13,424
-3,264
| -20% | -$59.5K |
|
1840
Ares Capital
ARCC
$13.5B
| $195K | ﹤0.01% |
10,811
-724
| -6% | -$14K |
|
|
NFBK
1841
DELISTED
Northfield Bancorp
NFBK
| $194K | ﹤0.01% |
+14,350
| New | +$185K |
|
|
CALY
1842
Callaway Golf Company
CALY
$3.3B
| $193K | ﹤0.01% |
+13,878
| New | +$195K |
|
1843
Hawaiian Electric Industries
HE
$2.35B
| $192K | ﹤0.01% |
12,957
+2,249
| +21% | +$34K |
|
1844
Wolverine World Wide
WWW
$1.61B
| $190K | ﹤0.01% |
+11,662
| New | +$206K |
|
1845
uniQure
QURE
$2.78B
| $190K | ﹤0.01% |
11,636
-720
| -6% | -$14.6K |
|
1846
Wendy's
WEN
$1.41B
| $188K | ﹤0.01% |
27,048
-5,812
| -18% | -$44.7K |
|
|
HIMX
1847
Himax Technologies
HIMX
$2.38B
| $186K | ﹤0.01% |
23,691
+1,640
| +7% | +$13.5K |
|
1848
Qfin Holdings
QFIN
$1.6B
| $185K | ﹤0.01% |
+14,312
| New | +$220K |
|
1849
Sally Beauty Holdings
SBH
$1.4B
| $184K | ﹤0.01% |
13,300
+1,033
| +8% | +$15.8K |
|
1850
First Advantage
FA
$3.42B
| $183K | ﹤0.01% |
+15,567
| New | +$190K |
|
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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.