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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 | |
|---|---|---|---|---|---|---|
2001
Hertz
HTZ
$609M
| $74.1K | ﹤0.01% |
16,084
-1,634
| -9% | -$7.9K |
|
2002
AMC Global Media
AMCX
$446M
| $74K | ﹤0.01% |
+10,902
| New | +$84.9K |
|
2003
Endava
DAVA
$145M
| $73.2K | ﹤0.01% |
+16,558
| New | +$91.4K |
|
2004
Frontier Group Holdings
ULCC
$1.37B
| $73.1K | ﹤0.01% |
20,716
-3,060
| -13% | -$14K |
|
2005
Annexon
ANNX
$857M
| $71.7K | ﹤0.01% |
12,936
+35
| +0.3% | +$197 |
|
|
AHRT
2006
AH Realty Trust
AHRT
$532M
| $70.8K | ﹤0.01% |
+12,868
| New | +$82.2K |
|
2007
Voyager Therapeutics
VYGR
$187M
| $70.5K | ﹤0.01% |
+18,268
| New | +$71.9K |
|
|
LX
2008
LexinFintech Holdings
LX
$244M
| $69.9K | ﹤0.01% |
32,069
+14,705
| +85% | +$41.2K |
|
2009
Information Services Group
III
$188M
| $68.5K | ﹤0.01% |
+17,846
| New | +$87.8K |
|
|
RZLV
2010
Rezolve AI
RZLV
$921M
| $68.5K | ﹤0.01% |
26,745
+1,841
| +7% | +$5.19K |
|
2011
Enovix
ENVX
$1.02B
| $68.3K | ﹤0.01% |
+13,185
| New | +$82.5K |
|
|
HIVE
2012
HIVE Digital Technologies
HIVE
$853M
| $66.4K | ﹤0.01% |
34,935
-28
| -0.1% | -$69 |
|
2013
Cerence
CRNC
$432M
| $66.1K | ﹤0.01% |
10,471
+236
| +2% | +$2.13K |
|
2014
Bumble
BMBL
$367M
| $66K | ﹤0.01% |
20,238
+3,945
| +24% | +$13.1K |
|
2015
KRONOS Worldwide
KRO
$817M
| $65.9K | ﹤0.01% |
+10,035
| New | +$56.9K |
|
2016
Aclaris Therapeutics
ACRS
$785M
| $65.8K | ﹤0.01% |
+17,558
| New | +$59.2K |
|
2017
Ardelyx
ARDX
$1.25B
| $64.8K | ﹤0.01% |
+10,810
| New | +$71.5K |
|
2018
Gray Television
GTN
$411M
| $64.7K | ﹤0.01% |
+14,898
| New | +$69.9K |
|
2019
Atomera
ATOM
$224M
| $63.4K | ﹤0.01% |
16,647
+6,349
| +62% | +$23.9K |
|
2020
Sana Biotechnology
SANA
$868M
| $62.3K | ﹤0.01% |
21,632
+1,453
| +7% | +$5.72K |
|
|
ELME
2021
Elme Communities
ELME
$132M
| $61.7K | ﹤0.01% |
+30,714
| New | +$101K |
|
2022
GoodRx Holdings
GDRX
$992M
| $61.7K | ﹤0.01% |
+31,493
| New | +$73.9K |
|
2023
Atea Pharmaceuticals
AVIR
$385M
| $61.7K | ﹤0.01% |
+11,464
| New | +$52.6K |
|
|
VOXR
2024
Vox Royalty Corp
VOXR
$305M
| $61.5K | ﹤0.01% |
+11,737
| New | +$62.8K |
|
|
AGEN
2025
Agenus
AGEN
$230M
| $61.4K | ﹤0.01% |
18,372
-1,459
| -7% | -$4.84K |
|
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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.