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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 | |
|---|---|---|---|---|---|---|
|
DX
1876
Dynex Capital
DX
$2.79B
| $160K | ﹤0.01% |
+12,551
| New | +$173K |
|
|
JBGS
1877
JBG SMITH
JBGS
$837M
| $159K | ﹤0.01% |
+10,850
| New | +$173K |
|
1878
Liberty Global Class A
LBTYA
$3.52B
| $155K | ﹤0.01% |
12,793
-8,394
| -40% | -$97.7K |
|
|
ONTF
1879
DELISTED
ON24
ONTF
| $154K | ﹤0.01% |
+18,968
| New | +$152K |
|
1880
Fortuna Silver Mines
FSM
$2.61B
| $153K | ﹤0.01% |
15,428
+249
| +2% | +$2.7K |
|
1881
Dole
DOLE
$1.36B
| $153K | ﹤0.01% |
10,680
-2,481
| -19% | -$37.6K |
|
1882
Arbor Realty Trust
ABR
$970M
| $151K | ﹤0.01% |
19,604
+4,836
| +33% | +$37.7K |
|
1883
N-able
NABL
$804M
| $151K | ﹤0.01% |
+32,257
| New | +$180K |
|
1884
Nuvation Bio
NUVB
$2.28B
| $149K | ﹤0.01% |
34,823
-1,260
| -3% | -$7.02K |
|
|
NPKI
1885
NPK International
NPKI
$1.25B
| $149K | ﹤0.01% |
10,307
+187
| +2% | +$2.6K |
|
|
JMIA
1886
Jumia Technologies
JMIA
$744M
| $148K | ﹤0.01% |
21,487
+2,014
| +10% | +$20.3K |
|
|
GOOS
1887
Canada Goose Holdings
GOOS
$952M
| $146K | ﹤0.01% |
13,321
-2,138
| -14% | -$25.7K |
|
1888
Emergent Biosolutions
EBS
$391M
| $145K | ﹤0.01% |
17,466
-789
| -4% | -$8.17K |
|
1889
Verra Mobility
VRRM
$608M
| $145K | ﹤0.01% |
+10,136
| New | +$186K |
|
1890
Intellia Therapeutics
NTLA
$1.56B
| $144K | ﹤0.01% |
+11,245
| New | +$143K |
|
1891
Rapid7
RPD
$662M
| $143K | ﹤0.01% |
+26,029
| New | +$239K |
|
1892
EyePoint Inc
EYPT
$1.06B
| $143K | ﹤0.01% |
+11,122
| New | +$166K |
|
1893
Sonos
SONO
$1.75B
| $141K | ﹤0.01% |
+10,493
| New | +$159K |
|
1894
Amneal Pharmaceuticals
AMRX
$5.67B
| $140K | ﹤0.01% |
+11,278
| New | +$151K |
|
1895
Hackett Group
HCKT
$238M
| $140K | ﹤0.01% |
+10,725
| New | +$171K |
|
1896
Motorcar Parts of America
MPAA
$263M
| $139K | ﹤0.01% |
12,597
-380
| -3% | -$4.36K |
|
1897
Compañía de Cervecerías Unidas
CCU
$2.13B
| $139K | ﹤0.01% |
12,260
-736
| -6% | -$9.8K |
|
1898
Northwest Bancshares
NWBI
$2.24B
| $139K | ﹤0.01% |
+10,936
| New | +$138K |
|
1899
Nu Skin
NUS
$253M
| $138K | ﹤0.01% |
18,907
+1,760
| +10% | +$15.9K |
|
1900
Amplitude
AMPL
$1.16B
| $137K | ﹤0.01% |
+20,096
| New | +$166K |
|
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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.