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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 | |
|---|---|---|---|---|---|---|
2026
Santander
BSBR
$40.8B
| $60.5K | ﹤0.01% |
+10,210
| New | +$65K |
|
2027
Fate Therapeutics
FATE
$301M
| $60K | ﹤0.01% |
50,024
-923
| -2% | -$1.12K |
|
2028
Taboola.com
TBLA
$1.34B
| $58.7K | ﹤0.01% |
18,927
-3,954
| -17% | -$14.1K |
|
2029
Sight Sciences
SGHT
$274M
| $58.7K | ﹤0.01% |
15,560
-147
| -0.9% | -$793 |
|
2030
Health Catalyst
HCAT
$151M
| $58.5K | ﹤0.01% |
+46,054
| New | +$86.6K |
|
2031
RE/MAX Holdings
RMAX
$218M
| $58.3K | ﹤0.01% |
10,114
-1,347
| -12% | -$9.32K |
|
|
NXDR
2032
Nextdoor Holdings
NXDR
$885M
| $58K | ﹤0.01% |
41,438
-25,499
| -38% | -$44.3K |
|
2033
Taysha Gene Therapies
TSHA
$1.63B
| $58K | ﹤0.01% |
+12,972
| New | +$60.3K |
|
|
XNET
2034
Xunlei
XNET
$360M
| $57.6K | ﹤0.01% |
+10,364
| New | +$65.9K |
|
2035
JetBlue
JBLU
$1.92B
| $57K | ﹤0.01% |
+12,888
| New | +$65.4K |
|
2036
Coherus Oncology
CHRS
$221M
| $56.5K | ﹤0.01% |
33,406
-1,432
| -4% | -$2.54K |
|
2037
The Honest Company
HNST
$423M
| $56.4K | ﹤0.01% |
19,169
+5,939
| +45% | +$15.3K |
|
|
AIV
2038
Aimco
AIV
$377M
| $55.2K | ﹤0.01% |
+13,573
| New | +$71K |
|
2039
loanDepot
LDI
$559M
| $55K | ﹤0.01% |
38,750
-662
| -2% | -$1.36K |
|
2040
Sagimet Biosciences
SGMT
$435M
| $54.6K | ﹤0.01% |
10,454
+376
| +4% | +$2.1K |
|
|
LAC
2041
Lithium Americas
LAC
$1.05B
| $54.5K | ﹤0.01% |
13,792
+1,064
| +8% | +$5.23K |
|
2042
E.W. Scripps
SSP
$290M
| $53.1K | ﹤0.01% |
14,276
+254
| +2% | +$937 |
|
|
URG
2043
Ur-Energy
URG
$517M
| $52.6K | ﹤0.01% |
35,312
-845
| -2% | -$1.38K |
|
2044
Treace Medical Concepts
TMCI
$258M
| $52.2K | ﹤0.01% |
+38,958
| New | +$77.6K |
|
2045
Cabaletta Bio
CABA
$448M
| $52.2K | ﹤0.01% |
19,390
-2,994
| -13% | -$8.31K |
|
2046
Ocugen
OCGN
$437M
| $52.1K | ﹤0.01% |
28,811
-1,510
| -5% | -$2.61K |
|
|
BBBY
2047
Bed Bath & Beyond
BBBY
$491M
| $52K | ﹤0.01% |
+11,211
| New | +$62.7K |
|
2048
Invivyd
IVVD
$183M
| $51.1K | ﹤0.01% |
39,309
+504
| +1% | +$926 |
|
2049
Yext
YEXT
$497M
| $51K | ﹤0.01% |
+13,294
| New | +$80K |
|
2050
Blend Labs
BLND
$419M
| $50.9K | ﹤0.01% |
29,928
+16,272
| +119% | +$34.8K |
|
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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.