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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
(+20%)
Cap. Flow
+$438M
Cap. Flow
% of AUM
3.6%
Top 10 Holdings %
Top 10 Hldgs %
30.96%
Holding
2,354
New
189
Increased
1,270
Reduced
768
Closed
112
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$30.4M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$26.6M |
| 3 |
NVIDIA
NVDA
|
+$19.4M |
| 4 |
Amazon
AMZN
|
+$15.7M |
| 5 |
JPMorgan Chase
JPM
|
+$12.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Honeywell
HON
|
+$9.9M |
| 2 |
Comcast
CMCSA
|
+$4.01M |
| 3 |
Costco
COST
|
+$3.57M |
| 4 |
CTRA
Coterra Energy
CTRA
|
+$3.49M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1826
Innoviva
INVA
$1.54B
| $237K | ﹤0.01% |
10,426
-1,315
| -11% | -$30.1K |
|
1827
Warner Music
WMG
$15.1B
| $236K | ﹤0.01% |
8,704
+83
| +1% | +$2.47K |
|
1828
Phillips Edison & Co
PECO
$5.01B
| $234K | ﹤0.01% |
5,633
+243
| +5% | +$9.71K |
|
1829
WEX
WEX
$6.61B
| $234K | ﹤0.01% |
1,657
-954
| -37% | -$141K |
|
1830
BW LPG
BWLP
$3.77B
| $234K | ﹤0.01% |
13,397
+2,987
| +29% | +$58.4K |
|
1831
Walker & Dunlop
WD
$1.46B
| $233K | ﹤0.01% |
+4,265
| New | +$216K |
|
1832
MasterBrand
MBC
$1.73B
| $233K | ﹤0.01% |
22,609
-1,992
| -8% | -$17K |
|
1833
Andersons Inc
ANDE
$2.35B
| $232K | ﹤0.01% |
3,393
+214
| +7% | +$15.6K |
|
1834
Amplify Energy
AMPY
$203M
| $232K | ﹤0.01% |
58,252
+4,096
| +8% | +$21K |
|
1835
Amplitude
AMPL
$1.63B
| $232K | ﹤0.01% |
30,294
+10,198
| +51% | +$70.3K |
|
1836
Whirlpool
WHR
$2.56B
| $231K | ﹤0.01% |
+5,871
| New | +$275K |
|
1837
Inspire Medical Systems
INSP
$1.82B
| $231K | ﹤0.01% |
+5,185
| New | +$246K |
|
1838
ImmunityBio
IBRX
$8.56B
| $231K | ﹤0.01% |
26,419
-2,298
| -8% | -$17.4K |
|
1839
Global Net Lease
GNL
$2.11B
| $231K | ﹤0.01% |
25,852
-11,761
| -31% | -$110K |
|
1840
Chefs' Warehouse
CHEF
$4.67B
| $231K | ﹤0.01% |
+2,404
| New | +$186K |
|
1841
Root
ROOT
$877M
| $231K | ﹤0.01% |
+4,126
| New | +$220K |
|
1842
Capitol Federal Financial
CFFN
$1.09B
| $230K | ﹤0.01% |
27,036
-6,326
| -19% | -$49.4K |
|
1843
PACS Group
PACS
$6.73B
| $229K | ﹤0.01% |
+5,373
| New | +$193K |
|
1844
Agios Pharmaceuticals
AGIO
$1.98B
| $229K | ﹤0.01% |
+6,172
| New | +$187K |
|
|
MCHB
1845
Mechanics Bancorp
MCHB
$3.5B
| $227K | ﹤0.01% |
14,300
+178
| +1% | +$2.67K |
|
1846
Innovative Industrial Properties
IIPR
$1.58B
| $227K | ﹤0.01% |
3,663
-1,362
| -27% | -$76.5K |
|
|
NXRT
1847
NexPoint Residential Trust
NXRT
$608M
| $227K | ﹤0.01% |
+8,130
| New | +$226K |
|
|
SKE
1848
Skeena Resources
SKE
$4.15B
| $227K | ﹤0.01% |
8,511
+974
| +13% | +$29.3K |
|
1849
Greenlight Captial
GLRE
$503M
| $227K | ﹤0.01% |
14,012
-181
| -1% | -$3.11K |
|
1850
Celldex Therapeutics
CLDX
$3.12B
| $226K | ﹤0.01% |
+6,084
| New | +$197K |
|
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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.