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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 | |
|---|---|---|---|---|---|---|
|
AAMI
1876
Acadian Asset Management
AAMI
$3.32B
| $216K | ﹤0.01% |
+3,022
| New | +$211K |
|
1877
Prestige Consumer Healthcare
PBH
$2.48B
| $216K | ﹤0.01% |
4,569
+810
| +22% | +$41.6K |
|
1878
CTS Corp
CTS
$1.63B
| $216K | ﹤0.01% |
3,311
-1,156
| -26% | -$69.3K |
|
1879
HealthStream
HSTM
$854M
| $216K | ﹤0.01% |
+7,917
| New | +$185K |
|
1880
Sprout Social
SPT
$688M
| $216K | ﹤0.01% |
28,573
+4,770
| +20% | +$31K |
|
1881
Atkore
ATKR
$3.17B
| $216K | ﹤0.01% |
+2,835
| New | +$214K |
|
1882
Petrobras
PBR
$130B
| $215K | ﹤0.01% |
13,293
-295
| -2% | -$5.76K |
|
1883
Kodiak Gas Services
KGS
$6.33B
| $215K | ﹤0.01% |
+2,858
| New | +$194K |
|
1884
Atour Lifestyle Holdings
ATAT
$4.67B
| $214K | ﹤0.01% |
+6,740
| New | +$241K |
|
|
BELFB
1885
Bel Fuse Inc Class B
BELFB
$3.52B
| $214K | ﹤0.01% |
+643
| New | +$174K |
|
1886
AdvanSix
ASIX
$471M
| $214K | ﹤0.01% |
10,763
+2,419
| +29% | +$54.5K |
|
|
PPLI
1887
People Inc
PPLI
$2.9B
| $213K | ﹤0.01% |
+4,623
| New | +$197K |
|
1888
Freshpet
FRPT
$3.38B
| $213K | ﹤0.01% |
3,607
-2,280
| -39% | -$130K |
|
|
SPYM
1889
State Street SPDR Portfolio S&P 500 ETF
SPYM
$172B
| $213K | ﹤0.01% |
+2,425
| New | +$207K |
|
1890
Absci
ABSI
$1.51B
| $213K | ﹤0.01% |
18,342
+6,090
| +50% | +$34.3K |
|
|
VISN
1891
Vistance Networks Inc
VISN
$1.48B
| $212K | ﹤0.01% |
16,558
+3,831
| +30% | +$54.1K |
|
|
NFBK
1892
DELISTED
Northfield Bancorp
NFBK
| $211K | ﹤0.01% |
14,358
+8
| +0.1% | +$113 |
|
1893
Zai Lab
ZLAB
$2.94B
| $211K | ﹤0.01% |
11,131
+587
| +6% | +$11.6K |
|
1894
Vestis
VSTS
$1.75B
| $211K | ﹤0.01% |
14,536
+2,142
| +17% | +$23.9K |
|
|
IPX
1895
IperionX
IPX
$788M
| $211K | ﹤0.01% |
+7,095
| New | +$242K |
|
|
DOO
1896
Bombardier Recreational Products
DOO
$4.79B
| $210K | ﹤0.01% |
+3,449
| New | +$208K |
|
|
FLY
1897
Firefly Aerospace
FLY
$3.63B
| $210K | ﹤0.01% |
+7,158
| New | +$268K |
|
1898
TETRA Technologies
TTI
$1.02B
| $210K | ﹤0.01% |
18,542
+2,538
| +16% | +$24.9K |
|
1899
IDT Corp
IDT
$1.71B
| $210K | ﹤0.01% |
+3,611
| New | +$191K |
|
1900
BioCryst Pharmaceuticals
BCRX
$2.55B
| $210K | ﹤0.01% |
20,967
-1,200
| -5% | -$10.9K |
|
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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.