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Vanguard Personalized Indexing Management

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
Cap. Flow
+$438M
Cap. Flow %
3.6%
Top 10 Hldgs %
30.96%
Holding
2,354
New
189
Increased
1,270
Reduced
768
Closed
112

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$30.4M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$26.6M
3
NVDA icon
NVIDIA
NVDA
+$19.4M
4
AMZN icon
Amazon
AMZN
+$15.7M
5
JPM icon
JPMorgan Chase
JPM
+$12.5M

Top Sells

Rank Stock Value
1
HON icon
Honeywell
HON
+$9.9M
2
CMCSA icon
Comcast
CMCSA
+$4.01M
3
COST icon
Costco
COST
+$3.57M
4
CTRA
Coterra Energy
CTRA
+$3.49M
5
MCD icon
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
DYN icon
1901
Dyne Therapeutics
DYN
$4.53B
$209K ﹤0.01%
+9,429
New +$175K
MDXG icon
1902
MiMedx Group
MDXG
$666M
$209K ﹤0.01%
54,246
+42,308
+354% +$154K
CLBT icon
1903
Cellebrite
CLBT
$2.88B
$207K ﹤0.01%
+14,207
New +$188K
LGN
1904
Legence Corp
LGN
$4.07B
$207K ﹤0.01%
+2,432
New +$198K
HHH icon
1905
Howard Hughes
HHH
$3.83B
$207K ﹤0.01%
+2,891
New +$188K
VRTS icon
1906
Virtus Investment Partners
VRTS
$1.07B
$206K ﹤0.01%
+1,439
New +$203K
GENI icon
1907
Genius Sports
GENI
$2B
$206K ﹤0.01%
34,073
+13,260
+64% +$68.6K
STNE icon
1908
StoneCo
STNE
$2.33B
$206K ﹤0.01%
18,997
-1,031
-5% -$12.2K
KRNY icon
1909
Kearny Financial
KRNY
$658M
$206K ﹤0.01%
21,766
-1,093
-5% -$9K
CELC icon
1910
Celcuity
CELC
$4.68B
$206K ﹤0.01%
1,965
-76
-4% -$8.77K
KOP icon
1911
Koppers
KOP
$904M
$205K ﹤0.01%
+4,571
New +$187K
LXP icon
1912
LXP Industrial Trust
LXP
$3.58B
$205K ﹤0.01%
+3,809
New +$196K
ARQT icon
1913
Arcutis Biotherapeutics
ARQT
$3B
$205K ﹤0.01%
+7,813
New +$182K
MPAA icon
1914
Motorcar Parts of America
MPAA
$229M
$205K ﹤0.01%
13,367
+770
+6% +$9.32K
XP icon
1915
XP
XP
$10.1B
$205K ﹤0.01%
12,582
-1,893
-13% -$33.7K
HYMC icon
1916
Hycroft Mining Holding Corp
HYMC
$2.11B
$204K ﹤0.01%
8,734
+484
+6% +$16.3K
NABL icon
1917
N-able
NABL
$767M
$204K ﹤0.01%
55,562
+23,305
+72% +$96.9K
EBF icon
1918
Ennis
EBF
$543M
$203K ﹤0.01%
+9,575
New +$199K
SBH icon
1919
Sally Beauty Holdings
SBH
$1.56B
$203K ﹤0.01%
14,343
+1,043
+8% +$14.1K
OLP
1920
One Liberty Properties
OLP
$524M
$203K ﹤0.01%
+8,301
New +$194K
MPLX icon
1921
MPLX
MPLX
$60.5B
$203K ﹤0.01%
3,596
-1,848
-34% -$103K
VNOM icon
1922
Viper Energy
VNOM
$15.9B
$202K ﹤0.01%
4,757
-85
-2% -$3.93K
CRC icon
1923
California Resources
CRC
$4.82B
$202K ﹤0.01%
3,814
+134
+4% +$8.25K
PLAB icon
1924
Photronics
PLAB
$1.72B
$201K ﹤0.01%
6,193
-508
-8% -$21.5K
WWW icon
1925
Wolverine World Wide
WWW
$1.7B
$201K ﹤0.01%
12,185
+523
+4% +$8.84K
75 76
77
78 79

Similar funds

PI
PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

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.