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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 | |
|---|---|---|---|---|---|---|
1926
Coty
COTY
$2.58B
| $200K | ﹤0.01% |
92,461
-6,694
| -7% | -$14.4K |
|
|
SEM
1927
DELISTED
Select Medical
SEM
| $200K | ﹤0.01% |
12,093
-581
| -5% | -$9.57K |
|
|
DCH
1928
Dauch Corp
DCH
$1.66B
| $200K | ﹤0.01% |
36,825
+6,556
| +22% | +$39.8K |
|
1929
Vaalco Energy
EGY
$631M
| $198K | ﹤0.01% |
38,978
+6,473
| +20% | +$37.3K |
|
1930
Newell Brands
NWL
$2.6B
| $198K | ﹤0.01% |
32,200
+7,697
| +31% | +$32.5K |
|
|
NPKI
1931
NPK International
NPKI
$1.12B
| $198K | ﹤0.01% |
12,418
+2,111
| +20% | +$31.9K |
|
1932
Blackstone Mortgage Trust
BXMT
$2.39B
| $197K | ﹤0.01% |
11,647
+79
| +0.7% | +$1.48K |
|
1933
C3.ai
AI
$1.67B
| $197K | ﹤0.01% |
21,687
+10,531
| +94% | +$100K |
|
1934
Hawaiian Electric Industries
HE
$1.92B
| $196K | ﹤0.01% |
14,488
+1,531
| +12% | +$21.8K |
|
|
ORLA
1935
DELISTED
Orla Mining
ORLA
| $195K | ﹤0.01% |
19,874
+2,053
| +12% | +$27.3K |
|
1936
Northwest Bancshares
NWBI
$2.29B
| $194K | ﹤0.01% |
12,807
+1,871
| +17% | +$26.1K |
|
1937
InMode
INMD
$858M
| $194K | ﹤0.01% |
+13,272
| New | +$185K |
|
1938
DoubleVerify
DV
$2.07B
| $194K | ﹤0.01% |
17,865
+5,877
| +49% | +$60.5K |
|
1939
DigitalBridge
DBRG
$2.99B
| $194K | ﹤0.01% |
12,267
-2,243
| -15% | -$35.1K |
|
1940
Intellia Therapeutics
NTLA
$1.79B
| $193K | ﹤0.01% |
11,434
+189
| +2% | +$2.65K |
|
|
CCC
1941
CCC Intelligent Solutions
CCC
$4.42B
| $192K | ﹤0.01% |
37,217
+2,331
| +7% | +$11.5K |
|
1942
Precigen
PGEN
$2.54B
| $192K | ﹤0.01% |
33,669
+3,656
| +12% | +$15.8K |
|
|
WSE
1943
Wise Group
WSE
$12.6B
| $190K | ﹤0.01% |
+15,989
| New | +$191K |
|
|
OCTV
1944
Octave Intelligence
OCTV
$5.26B
| $190K | ﹤0.01% |
+11,649
| New | +$214K |
|
1945
Gerdau
GGB
$9.75B
| $190K | ﹤0.01% |
46,909
+81
| +0.2% | +$360 |
|
1946
Perrigo
PRGO
$2.07B
| $189K | ﹤0.01% |
+18,211
| New | +$200K |
|
|
SAIL
1947
SailPoint Inc
SAIL
$10.7B
| $188K | ﹤0.01% |
12,821
+385
| +3% | +$5.25K |
|
1948
Zegna
ZGN
$5.32B
| $187K | ﹤0.01% |
14,348
+4,078
| +40% | +$52.6K |
|
1949
Treace Medical Concepts
TMCI
$313M
| $186K | ﹤0.01% |
46,654
+7,696
| +20% | +$21.2K |
|
1950
Dole
DOLE
$1.32B
| $185K | ﹤0.01% |
13,512
+2,832
| +27% | +$41.2K |
|
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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.