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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 | |
|---|---|---|---|---|---|---|
2051
Kopin
KOPN
$695M
| $50.7K | ﹤0.01% |
22,525
+1,655
| +8% | +$4.01K |
|
2052
OraSure Technologies
OSUR
$261M
| $50.3K | ﹤0.01% |
+16,775
| New | +$47.8K |
|
2053
Evotec
EVO
$693M
| $50.3K | ﹤0.01% |
20,115
+9,445
| +89% | +$30.4K |
|
2054
Larimar Therapeutics
LRMR
$418M
| $50.1K | ﹤0.01% |
+11,142
| New | +$44.5K |
|
2055
Chegg
CHGG
$99.9M
| $49.9K | ﹤0.01% |
67,330
+15,464
| +30% | +$10.9K |
|
|
BLDP
2056
Ballard Power Systems
BLDP
$935M
| $49.6K | ﹤0.01% |
20,476
-3,631
| -15% | -$8.66K |
|
2057
AbCellera Biologics
ABCL
$1.75B
| $48.8K | ﹤0.01% |
13,988
+1,110
| +9% | +$3.99K |
|
|
SRTA
2058
Strata Critical Medical Inc
SRTA
$440M
| $48.6K | ﹤0.01% |
+11,615
| New | +$55.9K |
|
2059
LifeMD
LFMD
$188M
| $48.1K | ﹤0.01% |
+13,323
| New | +$46.1K |
|
2060
CuriosityStream
CURI
$149M
| $47.7K | ﹤0.01% |
16,123
+1,290
| +9% | +$4.36K |
|
2061
X4 Pharmaceuticals
XFOR
$348M
| $47.6K | ﹤0.01% |
+11,525
| New | +$43.2K |
|
2062
Arbutus Biopharma
ABUS
$855M
| $47.5K | ﹤0.01% |
+10,555
| New | +$46.2K |
|
|
UDMY
2063
DELISTED
Udemy
UDMY
| $47.3K | ﹤0.01% |
+10,247
| New | +$50.5K |
|
2064
MiMedx Group
MDXG
$621M
| $47.2K | ﹤0.01% |
+11,938
| New | +$60.1K |
|
2065
American Resources Corp
AREC
$189M
| $46.5K | ﹤0.01% |
19,235
-589
| -3% | -$1.87K |
|
2066
Nkarta
NKTX
$172M
| $45.1K | ﹤0.01% |
21,353
+458
| +2% | +$1.02K |
|
2067
Holley
HLLY
$307M
| $44.6K | ﹤0.01% |
14,533
+4,192
| +41% | +$15.9K |
|
2068
iHeartMedia
IHRT
$555M
| $44.1K | ﹤0.01% |
15,108
-1,685
| -10% | -$5.58K |
|
2069
MacroGenics
MGNX
$273M
| $43.8K | ﹤0.01% |
15,152
+2,372
| +19% | +$5.06K |
|
2070
Alight
ALIT
$509M
| $43.7K | ﹤0.01% |
3,748
-28
| -0.7% | -$667 |
|
2071
Thryv Holdings
THRY
$169M
| $43.6K | ﹤0.01% |
+15,906
| New | +$62.5K |
|
2072
LifeVantage
LFVN
$80.1M
| $43.5K | ﹤0.01% |
+10,063
| New | +$52.7K |
|
2073
Gogo Inc
GOGO
$502M
| $42.2K | ﹤0.01% |
+10,494
| New | +$47.8K |
|
2074
CS Disco
LAW
$243M
| $40.9K | ﹤0.01% |
+10,714
| New | +$53K |
|
2075
Real Brokerage
REAX
$410M
| $40.6K | ﹤0.01% |
+16,247
| New | +$49.1K |
|
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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.