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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 | |
|---|---|---|---|---|---|---|
|
HAPN
1851
Happen Inc
HAPN
$2.17B
| $182K | ﹤0.01% |
+12,716
| New | +$213K |
|
1852
Ring Energy
REI
$325M
| $182K | ﹤0.01% |
118,871
-294
| -0.2% | -$374 |
|
|
NOA
1853
North American Construction
NOA
$380M
| $181K | ﹤0.01% |
13,448
-3,212
| -19% | -$49K |
|
1854
BW LPG
BWLP
$3.23B
| $181K | ﹤0.01% |
10,410
-1,547
| -13% | -$24.5K |
|
1855
Simply Good Foods
SMPL
$931M
| $180K | ﹤0.01% |
12,573
-2,598
| -17% | -$44.8K |
|
|
DCBO
1856
Docebo
DCBO
$496M
| $180K | ﹤0.01% |
+10,327
| New | +$198K |
|
|
DCH
1857
Dauch Corp
DCH
$1.35B
| $179K | ﹤0.01% |
30,269
+1,188
| +4% | +$8.26K |
|
1858
RXO
RXO
$4.73B
| $178K | ﹤0.01% |
+12,145
| New | +$178K |
|
1859
Oscar Health
OSCR
$8.89B
| $176K | ﹤0.01% |
+15,365
| New | +$216K |
|
|
MOMO
1860
Hello Group
MOMO
$876M
| $175K | ﹤0.01% |
30,415
+8,989
| +42% | +$58.2K |
|
|
GOOD
1861
Gladstone Commercial Corp
GOOD
$629M
| $175K | ﹤0.01% |
+15,321
| New | +$180K |
|
|
BDN
1862
Brandywine Realty Trust
BDN
$533M
| $174K | ﹤0.01% |
64,329
+46,175
| +254% | +$138K |
|
1863
Denison Mines
DNN
$2.76B
| $174K | ﹤0.01% |
49,200
+14,940
| +44% | +$56.1K |
|
1864
Cognyte Software
CGNT
$613M
| $173K | ﹤0.01% |
21,331
+8,225
| +63% | +$67.9K |
|
1865
Kearny Financial
KRNY
$597M
| $173K | ﹤0.01% |
+22,859
| New | +$176K |
|
1866
Rayonier Advanced Materials
RYAM
$608M
| $171K | ﹤0.01% |
15,413
+3,708
| +32% | +$33.5K |
|
1867
Gerdau
GGB
$9.36B
| $169K | ﹤0.01% |
46,828
-1,451
| -3% | -$5.71K |
|
1868
Lucid Motors
LCID
$2.65B
| $168K | ﹤0.01% |
17,604
-193
| -1% | -$2.01K |
|
1869
Herbalife
HLF
$1.26B
| $168K | ﹤0.01% |
11,397
+356
| +3% | +$5.82K |
|
1870
Oil States International
OIS
$525M
| $167K | ﹤0.01% |
14,373
+307
| +2% | +$3.17K |
|
1871
Marqeta
MQ
$1.81B
| $166K | ﹤0.01% |
10,200
+5,666
| +125% | +$95.4K |
|
|
SAIL
1872
SailPoint Inc
SAIL
$8.38B
| $165K | ﹤0.01% |
+12,436
| New | +$194K |
|
1873
Pitney Bowes
PBI
$2.44B
| $164K | ﹤0.01% |
14,844
+3,404
| +30% | +$35.7K |
|
1874
Monro
MNRO
$526M
| $163K | ﹤0.01% |
10,163
-1,039
| -9% | -$20.2K |
|
1875
Kyverna Therapeutics
KYTX
$450M
| $162K | ﹤0.01% |
18,747
-301
| -2% | -$2.51K |
|
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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.