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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 | |
|---|---|---|---|---|---|---|
1901
Driven Brands
DRVN
$2.33B
| $137K | ﹤0.01% |
+10,851
| New | +$153K |
|
1902
Ivanhoe Electric
IE
$1.45B
| $137K | ﹤0.01% |
11,572
+1,150
| +11% | +$18K |
|
1903
TETRA Technologies
TTI
$1.34B
| $136K | ﹤0.01% |
16,004
-312
| -2% | -$3.13K |
|
1904
Sprout Social
SPT
$457M
| $136K | ﹤0.01% |
23,803
+11,819
| +99% | +$91.1K |
|
1905
Lifestance Health
LFST
$4.2B
| $135K | ﹤0.01% |
21,198
+6,383
| +43% | +$44.4K |
|
1906
Dakota Gold
DC
$640M
| $134K | ﹤0.01% |
+26,468
| New | +$157K |
|
1907
DNOW Inc
DNOW
$2.6B
| $133K | ﹤0.01% |
+11,208
| New | +$152K |
|
1908
B&G Foods
BGS
$291M
| $131K | ﹤0.01% |
27,276
+11,573
| +74% | +$56K |
|
1909
Payoneer
PAYO
$2.41B
| $131K | ﹤0.01% |
27,160
+14,801
| +120% | +$78.1K |
|
1910
Kosmos Energy
KOS
$1.57B
| $131K | ﹤0.01% |
47,175
+31,038
| +192% | +$58.3K |
|
1911
Liberty Global Class C
LBTYK
$3.44B
| $131K | ﹤0.01% |
11,156
-1,384
| -11% | -$15.9K |
|
1912
SGHC Ltd
SGHC
$7.36B
| $130K | ﹤0.01% |
+12,029
| New | +$123K |
|
1913
QuinStreet
QNST
$898M
| $130K | ﹤0.01% |
+10,816
| New | +$137K |
|
1914
Eos Energy Enterprises
EOSE
$1.41B
| $129K | ﹤0.01% |
25,948
+4,950
| +24% | +$53.2K |
|
1915
UWM Holdings
UWMC
$624M
| $129K | ﹤0.01% |
35,552
-7,449
| -17% | -$34.3K |
|
1916
BARK
BARK
$78.3M
| $129K | ﹤0.01% |
+635
| New | +$9.75K |
|
1917
Neogen
NEOG
$2.14B
| $128K | ﹤0.01% |
+13,801
| New | +$136K |
|
1918
Evolution Petroleum
EPM
$143M
| $127K | ﹤0.01% |
+27,831
| New | +$116K |
|
1919
O-I Glass
OI
$1.39B
| $127K | ﹤0.01% |
+12,075
| New | +$166K |
|
1920
CytomX Therapeutics
CTMX
$725M
| $126K | ﹤0.01% |
26,765
| – | – |
|
1921
Mativ Holdings
MATV
$448M
| $125K | ﹤0.01% |
14,423
-1,365
| -9% | -$15.7K |
|
1922
RLJ Lodging Trust
RLJ
$1.87B
| $125K | ﹤0.01% |
+16,884
| New | +$131K |
|
1923
Sunstone Hotel Investors
SHO
$2.19B
| $125K | ﹤0.01% |
+13,821
| New | +$127K |
|
1924
Fulcrum Therapeutics
FULC
$247M
| $124K | ﹤0.01% |
16,140
+2,982
| +23% | +$27.7K |
|
1925
Magnite
MGNI
$2.62B
| $122K | ﹤0.01% |
+10,311
| New | +$138K |
|
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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.