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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 | |
|---|---|---|---|---|---|---|
1926
Neumora Therapeutics
NMRA
$285M
| $121K | ﹤0.01% |
62,032
-2,871
| -4% | -$7.44K |
|
|
OLPX
1927
DELISTED
Olaplex Holdings
OLPX
| $120K | ﹤0.01% |
58,921
+4,121
| +8% | +$6.33K |
|
1928
Butterfly Network
BFLY
$1.73B
| $119K | ﹤0.01% |
29,530
+6,825
| +30% | +$26.4K |
|
1929
BigBear.ai
BBAI
$1.38B
| $119K | ﹤0.01% |
33,775
+20,531
| +155% | +$95.4K |
|
1930
Embecta
EMBC
$193M
| $118K | ﹤0.01% |
+13,402
| New | +$140K |
|
1931
AngioDynamics
ANGO
$571M
| $117K | ﹤0.01% |
+10,327
| New | +$112K |
|
1932
Cricut
CRCT
$934M
| $117K | ﹤0.01% |
31,194
+14,304
| +85% | +$62.7K |
|
1933
Precigen
PGEN
$1.9B
| $116K | ﹤0.01% |
30,013
-1,386
| -4% | -$5.69K |
|
1934
Nordic American Tanker
NAT
$1.35B
| $116K | ﹤0.01% |
+19,781
| New | +$93.6K |
|
1935
DoubleVerify
DV
$1.67B
| $114K | ﹤0.01% |
+11,988
| New | +$123K |
|
1936
Diamondrock Hospitality Co
DRH
$2.64B
| $109K | ﹤0.01% |
+11,646
| New | +$111K |
|
1937
NerdWallet
NRDS
$595M
| $109K | ﹤0.01% |
+10,499
| New | +$118K |
|
1938
Alector
ALEC
$170M
| $109K | ﹤0.01% |
50,629
-2,427
| -5% | -$4.87K |
|
1939
Ondas Inc
ONDS
$4.56B
| $109K | ﹤0.01% |
12,027
+1,751
| +17% | +$19K |
|
1940
Vir Biotechnology
VIR
$1.58B
| $108K | ﹤0.01% |
+12,090
| New | +$96.3K |
|
1941
Granite Ridge Resources
GRNT
$640M
| $107K | ﹤0.01% |
18,250
+3,023
| +20% | +$15.2K |
|
1942
Zegna
ZGN
$3.72B
| $107K | ﹤0.01% |
+10,270
| New | +$106K |
|
1943
Helix Energy Solutions
HLX
$1.42B
| $106K | ﹤0.01% |
+10,684
| New | +$90.9K |
|
1944
Iovance Biotherapeutics
IOVA
$2.31B
| $105K | ﹤0.01% |
29,804
+17,167
| +136% | +$54.9K |
|
1945
Recursion Pharmaceuticals
RXRX
$1.58B
| $104K | ﹤0.01% |
33,864
+23,286
| +220% | +$90K |
|
1946
Lexeo Therapeutics
LXEO
$382M
| $101K | ﹤0.01% |
17,565
+1,129
| +7% | +$8K |
|
1947
ADMA Biologics
ADMA
$1.94B
| $99.9K | ﹤0.01% |
+11,093
| New | +$175K |
|
1948
Editas Medicine
EDIT
$427M
| $98K | ﹤0.01% |
39,676
-1,368
| -3% | -$2.9K |
|
1949
Novavax
NVAX
$1.3B
| $97.9K | ﹤0.01% |
+12,028
| New | +$109K |
|
1950
Vestis
VSTS
$2.1B
| $97.4K | ﹤0.01% |
+12,394
| New | +$90.5K |
|
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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.