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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 | |
|---|---|---|---|---|---|---|
|
KEEL
1951
Keel Infrastructure Corp
KEEL
$2.83B
| $97.2K | ﹤0.01% |
49,847
+3,186
| +7% | +$7.49K |
|
1952
Solid Power
SLDP
$524M
| $97K | ﹤0.01% |
32,317
-955
| -3% | -$3.85K |
|
1953
ReposiTrak
TRAK
$146M
| $96.2K | ﹤0.01% |
+12,652
| New | +$122K |
|
1954
Evolent Health
EVH
$627M
| $95.3K | ﹤0.01% |
41,803
+28,406
| +212% | +$90.1K |
|
|
TIGR
1955
UP Fintech Holding
TIGR
$897M
| $93.9K | ﹤0.01% |
14,912
-34
| -0.2% | -$277 |
|
1956
C3.ai
AI
$1.27B
| $93.9K | ﹤0.01% |
+11,156
| New | +$120K |
|
1957
Sabre
SABR
$656M
| $93.9K | ﹤0.01% |
+64,740
| New | +$86.2K |
|
1958
Epsilon Energy
EPSN
$171M
| $92.6K | ﹤0.01% |
+15,027
| New | +$76.7K |
|
1959
Genius Sports
GENI
$1.7B
| $92.2K | ﹤0.01% |
20,813
+6,935
| +50% | +$49.4K |
|
1960
Rocket Pharmaceuticals
RCKT
$360M
| $92.1K | ﹤0.01% |
+25,732
| New | +$102K |
|
1961
CEMIG Preferred Shares
CIG
$6.32B
| $91.8K | ﹤0.01% |
38,392
+129
| +0.3% | +$284 |
|
|
CLDT
1962
Chatham Lodging
CLDT
$633M
| $91.5K | ﹤0.01% |
+11,621
| New | +$86.5K |
|
1963
Portillo's
PTLO
$324M
| $91.4K | ﹤0.01% |
+17,274
| New | +$94K |
|
|
EWCZ
1964
DELISTED
European Wax Center
EWCZ
| $91K | ﹤0.01% |
15,751
-568
| -3% | -$2.83K |
|
1965
RLX Technology
RLX
$2.52B
| $90.7K | ﹤0.01% |
41,239
-3,777
| -8% | -$8.69K |
|
1966
Myriad Genetics
MYGN
$535M
| $90.6K | ﹤0.01% |
+20,126
| New | +$105K |
|
1967
Shoals Technologies Group
SHLS
$1.75B
| $90K | ﹤0.01% |
13,677
-3,473
| -20% | -$28.5K |
|
1968
Gambling.com
GAMB
$64.9M
| $87.4K | ﹤0.01% |
22,520
+7,122
| +46% | +$31.9K |
|
1969
FerroAtlántica
GSM
$639M
| $86.5K | ﹤0.01% |
21,002
+2,536
| +14% | +$12.2K |
|
1970
Lexicon Pharmaceuticals
LXRX
$999M
| $85.7K | ﹤0.01% |
54,965
-11,602
| -17% | -$16.9K |
|
1971
SIGA Technologies
SIGA
$243M
| $84.9K | ﹤0.01% |
15,868
-2,928
| -16% | -$18.3K |
|
|
LAR
1972
Lithium Argentina AG
LAR
$1.04B
| $84.7K | ﹤0.01% |
12,678
-526
| -4% | -$3.76K |
|
1973
Burford Capital
BUR
$914M
| $84.5K | ﹤0.01% |
18,696
+5,580
| +43% | +$48.8K |
|
1974
SunCoke Energy
SXC
$738M
| $84.1K | ﹤0.01% |
12,926
+861
| +7% | +$6.09K |
|
1975
Newell Brands
NWL
$2.29B
| $84K | ﹤0.01% |
24,503
+1,974
| +9% | +$8.29K |
|
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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.