We are live on
!
Find out more
Vanguard Personalized Indexing Management Portfolio holdings
AUM
$12.2B
1-Year Est. Return
47.93%
This Fund
S&P 500
This Quarter
Est. Return
+26.62%
1 Year Est. Return
+47.93%
3 Year Est. Return
+147.44%
5 Year Est. Return
+203.96%
10 Year Est. Return
–
AUM
$12.2B
AUM Growth
+$2B
(+20%)
Cap. Flow
+$438M
Cap. Flow
% of AUM
3.6%
Top 10 Holdings %
Top 10 Hldgs %
30.96%
Holding
2,354
New
189
Increased
1,270
Reduced
768
Closed
112
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$30.4M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$26.6M |
| 3 |
NVIDIA
NVDA
|
+$19.4M |
| 4 |
Amazon
AMZN
|
+$15.7M |
| 5 |
JPMorgan Chase
JPM
|
+$12.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Honeywell
HON
|
+$9.9M |
| 2 |
Comcast
CMCSA
|
+$4.01M |
| 3 |
Costco
COST
|
+$3.57M |
| 4 |
CTRA
Coterra Energy
CTRA
|
+$3.49M |
| 5 |
McDonald's
MCD
|
+$3.31M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 36.45% |
| 2 | Financials | 13.11% |
| 3 | Industrials | 9.27% |
| 4 | Healthcare | 9.07% |
| 5 | Consumer Discretionary | 8.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2051
Rackspace Technology
RXT
$813M
| $104K | ﹤0.01% |
15,932
+696
| +5% | +$2.71K |
|
|
GOOS
2052
Canada Goose Holdings
GOOS
$795M
| $104K | ﹤0.01% |
10,910
-2,411
| -18% | -$25.4K |
|
2053
Ivanhoe Electric
IE
$1.59B
| $103K | ﹤0.01% |
10,727
-845
| -7% | -$10.7K |
|
2054
ACV Auctions
ACVA
$1.19B
| $101K | ﹤0.01% |
+14,060
| New | +$79.7K |
|
2055
Alector
ALEC
$275M
| $99.4K | ﹤0.01% |
49,445
-1,184
| -2% | -$2.54K |
|
2056
Acco Brands
ACCO
$408M
| $99.4K | ﹤0.01% |
+23,886
| New | +$87.7K |
|
2057
Cricut
CRCT
$1.16B
| $98.8K | ﹤0.01% |
22,507
-8,687
| -28% | -$37.2K |
|
2058
CytomX Therapeutics
CTMX
$808M
| $98.3K | ﹤0.01% |
26,219
-546
| -2% | -$2.08K |
|
2059
Neumora Therapeutics
NMRA
$246M
| $97K | ﹤0.01% |
57,040
-4,992
| -8% | -$9.5K |
|
|
USAS
2060
Americas Gold and Silver
USAS
$1.81B
| $94.9K | ﹤0.01% |
+20,104
| New | +$116K |
|
2061
Rayonier Advanced Materials
RYAM
$575M
| $94.4K | ﹤0.01% |
12,012
-3,401
| -22% | -$30.8K |
|
2062
GeoPark
GPRK
$750M
| $93.9K | ﹤0.01% |
+10,318
| New | +$100K |
|
2063
MannKind Corp
MNKD
$1.31B
| $91.9K | ﹤0.01% |
21,576
+10,320
| +92% | +$33.5K |
|
2064
Geron
GERN
$1.01B
| $91.1K | ﹤0.01% |
71,148
+15,257
| +27% | +$21.5K |
|
2065
Lexeo Therapeutics
LXEO
$401M
| $90.6K | ﹤0.01% |
19,466
+1,901
| +11% | +$10.3K |
|
2066
HighPeak Energy
HPK
$1.02B
| $90.6K | ﹤0.01% |
12,956
+2,003
| +18% | +$13.8K |
|
2067
Myriad Genetics
MYGN
$305M
| $89.7K | ﹤0.01% |
15,717
-4,409
| -22% | -$20K |
|
|
AHMA
2068
Ambitions Enterprise Management Co
AHMA
$38.3M
| $88.6K | ﹤0.01% |
+52,110
| New | +$69K |
|
2069
Orion
OEC
$344M
| $88.3K | ﹤0.01% |
13,319
+404
| +3% | +$2.9K |
|
2070
Yext
YEXT
$644M
| $88.3K | ﹤0.01% |
18,905
+5,611
| +42% | +$21.8K |
|
2071
Burford Capital
BUR
$955M
| $87.9K | ﹤0.01% |
21,432
+2,736
| +15% | +$12.5K |
|
2072
Xeris Biopharma Holdings
XERS
$1.56B
| $87.7K | ﹤0.01% |
+11,073
| New | +$70.7K |
|
2073
Blend Labs
BLND
$364M
| $86.5K | ﹤0.01% |
50,562
+20,634
| +69% | +$32.9K |
|
2074
Puma Biotechnology
PBYI
$493M
| $84.4K | ﹤0.01% |
+10,408
| New | +$76.2K |
|
2075
RLX Technology
RLX
$2.2B
| $84.3K | ﹤0.01% |
44,355
+3,116
| +8% | +$6.47K |
|
Similar funds
PI
SC
JCAM
QCM
P
RA
JF
WRCM
Vanguard Personalized Indexing Management's Q2 2026 Portfolio in Review
As of Q2 2026, Vanguard Personalized Indexing Management held 2,354 positions worth $12.2B, up 20% from $10.2B the previous quarter. Its ten largest holdings account for 31% of the portfolio.
Vanguard Personalized Indexing Management deployed $438M of net new capital in Q2 2026, opening 189 new positions and adding to 1,270 existing holdings. Its largest new stake was Honeywell Aerospace: 44,382 shares worth $9.81M.
By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 32% a quarter earlier, followed by Financials and Industrials.
On the sell side, the largest reduction was Honeywell, an estimated $9.9M trimmed.
- Vanguard Personalized Indexing Management's largest Q2 2026 buy was Honeywell Aerospace: 44,382 shares worth $9.81M.
- Vanguard Personalized Indexing Management added most to Apple in Q2 2026, an estimated $30.4M increase.
- Vanguard Personalized Indexing Management's biggest Q2 2026 reduction was Honeywell, cutting an estimated $9.9M.
- Vanguard Personalized Indexing Management fully exited Coterra Energy in Q2 2026, selling an estimated $3.49M.
- Vanguard Personalized Indexing Management's ten largest holdings make up 31% of its $12.2B portfolio in Q2 2026.
- Vanguard Personalized Indexing Management opened 189 new positions and closed 112 in Q2 2026.
- Vanguard Personalized Indexing Management's portfolio value rose 20% quarter-over-quarter to $12.2B.
Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.