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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 | |
|---|---|---|---|---|---|---|
1976
Orion
OEC
$426M
| $83.9K | ﹤0.01% |
+12,915
| New | +$76.4K |
|
1977
Cytek Biosciences
CTKB
$586M
| $83.3K | ﹤0.01% |
19,066
+6,821
| +56% | +$32.2K |
|
1978
Geron
GERN
$905M
| $83.3K | ﹤0.01% |
55,891
+28,777
| +106% | +$43.7K |
|
|
RWT
1979
Redwood Trust
RWT
$636M
| $83.1K | ﹤0.01% |
+14,811
| New | +$85.9K |
|
1980
Gevo
GEVO
$426M
| $82.8K | ﹤0.01% |
30,316
-463
| -2% | -$959 |
|
1981
Melco Resorts & Entertainment
MLCO
$2.12B
| $82K | ﹤0.01% |
14,443
-424
| -3% | -$2.57K |
|
|
MCW
1982
DELISTED
Mister Car Wash
MCW
| $82K | ﹤0.01% |
11,762
+422
| +4% | +$2.71K |
|
1983
NCR Voyix
VYX
$1.07B
| $81.8K | ﹤0.01% |
+12,927
| New | +$114K |
|
1984
Radiant Logistics
RLGT
$424M
| $81.8K | ﹤0.01% |
+11,601
| New | +$81.4K |
|
|
MITT
1985
TPG Mortgage Investment Trust
MITT
$235M
| $81.7K | ﹤0.01% |
11,183
+330
| +3% | +$2.73K |
|
1986
Empire State Realty Trust
ESRT
$936M
| $81.6K | ﹤0.01% |
+15,692
| New | +$94.2K |
|
1987
GSI Technology
GSIT
$238M
| $80.8K | ﹤0.01% |
15,726
-1,022
| -6% | -$7.42K |
|
1988
CareCloud
CCLD
$93.1M
| $80.6K | ﹤0.01% |
22,079
+683
| +3% | +$1.95K |
|
1989
Solid Biosciences
SLDB
$797M
| $79.9K | ﹤0.01% |
+11,103
| New | +$71.3K |
|
1990
Clover Health Investments
CLOV
$2.46B
| $78.2K | ﹤0.01% |
44,423
+4,826
| +12% | +$10.5K |
|
1991
Aveanna Healthcare
AVAH
$2.05B
| $77.3K | ﹤0.01% |
+12,006
| New | +$92.8K |
|
|
CLYM
1992
Climb Bio
CLYM
$720M
| $76.7K | ﹤0.01% |
11,204
+77
| +0.7% | +$444 |
|
|
CMRC
1993
Commerce.com Inc Series 1
CMRC
$224M
| $76.4K | ﹤0.01% |
+28,618
| New | +$89K |
|
1994
Prime Medicine
PRME
$558M
| $76.4K | ﹤0.01% |
21,954
-1,697
| -7% | -$6.46K |
|
1995
Fossil Group
FOSL
$246M
| $76.4K | ﹤0.01% |
17,722
-484
| -3% | -$1.95K |
|
1996
Petco
WOOF
$768M
| $76K | ﹤0.01% |
27,334
-3,094
| -10% | -$8.56K |
|
1997
HighPeak Energy
HPK
$1.01B
| $75.6K | ﹤0.01% |
+10,953
| New | +$57.5K |
|
|
NVX
1998
NOVONIX
NVX
$106M
| $75.3K | ﹤0.01% |
109,097
+61,688
| +130% | +$59.9K |
|
1999
Designer Brands
DBI
$293M
| $75.1K | ﹤0.01% |
+13,194
| New | +$88.7K |
|
2000
Caribou Biosciences
CRBU
$165M
| $74.5K | ﹤0.01% |
39,233
-2,880
| -7% | -$4.94K |
|
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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.