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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
Cap. Flow
+$332M
Cap. Flow %
3.26%
Top 10 Hldgs %
31.22%
Holding
2,261
New
286
Increased
1,196
Reduced
670
Closed
96

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$19.7M
2
AAPL icon
Apple
AAPL
+$11.2M
3
COST icon
Costco
COST
+$9.17M
4
LLY icon
Eli Lilly
LLY
+$7.35M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.74M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$15.4M
2
EPD icon
Enterprise Products Partners
EPD
+$4.38M
3
UNH icon
UnitedHealth
UNH
+$3.43M
4
ACN icon
Accenture
ACN
+$2.82M
5
QCOM icon
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
FCX icon
176
Freeport-McMoran
FCX
$84.5B
$9.87M 0.1%
167,999
+7,977
+5% +$482K
AMP icon
177
Ameriprise Financial
AMP
$47.3B
$9.83M 0.1%
22,119
-276
-1% -$133K
REGN icon
178
Regeneron Pharmaceuticals
REGN
$70.5B
$9.76M 0.1%
12,633
+660
+6% +$505K
KR icon
179
Kroger
KR
$35.8B
$9.71M 0.1%
134,200
+3,812
+3% +$258K
AIG icon
180
American International
AIG
$42.3B
$9.54M 0.09%
126,750
+1,351
+1% +$103K
CSX icon
181
CSX Corp
CSX
$93.1B
$9.44M 0.09%
230,032
+737
+0.3% +$28.9K
TM icon
182
Toyota
TM
$211B
$9.39M 0.09%
45,573
-2,187
-5% -$494K
KMI icon
183
Kinder Morgan
KMI
$72.5B
$9.28M 0.09%
276,856
+17,027
+7% +$532K
MRVL icon
184
Marvell Technology
MRVL
$175B
$9.25M 0.09%
93,359
+5,426
+6% +$456K
PCAR icon
185
PACCAR
PCAR
$65.4B
$9.24M 0.09%
79,987
+452
+0.6% +$54.6K
IDXX icon
186
Idexx Laboratories
IDXX
$44.5B
$9.2M 0.09%
16,376
+434
+3% +$278K
GWW icon
187
W.W. Grainger
GWW
$64.7B
$9.2M 0.09%
8,430
+242
+3% +$264K
ETR icon
188
Entergy
ETR
$52.2B
$9.14M 0.09%
81,381
+9,169
+13% +$922K
CRWD icon
189
CrowdStrike
CRWD
$202B
$9.12M 0.09%
93,472
+48,836
+109% +$5.18M
NSC icon
190
Norfolk Southern
NSC
$75.2B
$9.1M 0.09%
31,722
+1,364
+4% +$405K
FITB
191
Fifth Third Bancorp
FITB
$52B
$9.04M 0.09%
194,598
+75,428
+63% +$3.72M
ED icon
192
Consolidated Edison
ED
$40.9B
$9.02M 0.09%
79,734
+3,559
+5% +$385K
AMT icon
193
American Tower
AMT
$77.8B
$9.02M 0.09%
52,284
-4,100
-7% -$738K
RSG icon
194
Republic Services
RSG
$67.8B
$8.9M 0.09%
40,632
+4,072
+11% +$893K
WBD icon
195
Warner Bros
WBD
$64.8B
$8.82M 0.09%
321,147
+19,011
+6% +$532K
HAL icon
196
Halliburton
HAL
$29.3B
$8.74M 0.09%
224,270
+5,049
+2% +$175K
CRH icon
197
CRH
CRH
$66.8B
$8.73M 0.09%
83,071
+4,299
+5% +$505K
AON icon
198
Aon
AON
$77.5B
$8.72M 0.09%
27,025
-977
-3% -$325K
D icon
199
Dominion Energy
D
$61.9B
$8.6M 0.08%
139,033
-2,712
-2% -$168K
CIEN icon
200
Ciena
CIEN
$53.6B
$8.56M 0.08%
22,040
+1,617
+8% +$495K
6 7
8
9 10

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ACA
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IIM
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GI
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OIA
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RA
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BEI
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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.