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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 | |
|---|---|---|---|---|---|---|
2076
SmartRent
SMRT
$187M
| $40.6K | ﹤0.01% |
27,056
| – | – |
|
2077
C4 Therapeutics
CCCC
$414M
| $40.1K | ﹤0.01% |
15,249
+25
| +0.2% | +$59 |
|
2078
OmniAb
OABI
$306M
| $39.6K | ﹤0.01% |
25,227
-6,210
| -20% | -$11.2K |
|
2079
Nano X Imaging
NNOX
$68.1M
| $38.7K | ﹤0.01% |
+17,048
| New | +$44.8K |
|
2080
Innoviz Technologies
INVZ
$142M
| $37.9K | ﹤0.01% |
59,979
+30,493
| +103% | +$27.9K |
|
2081
Tenaya Therapeutics
TNYA
$171M
| $37.3K | ﹤0.01% |
53,939
+7,964
| +17% | +$5.88K |
|
2082
Absci
ABSI
$1.4B
| $36.8K | ﹤0.01% |
+12,252
| New | +$35.5K |
|
2083
Aemetis
AMTX
$120M
| $36.3K | ﹤0.01% |
11,377
-2,107
| -16% | -$3.83K |
|
2084
SES AI
SES
$218M
| $35.6K | ﹤0.01% |
36,983
-955
| -3% | -$1.62K |
|
2085
Alpha Teknova
TKNO
$281M
| $34.9K | ﹤0.01% |
+12,081
| New | +$34K |
|
2086
Getty Images
GETY
$201M
| $34.6K | ﹤0.01% |
43,567
+22,422
| +106% | +$22.6K |
|
2087
BRC Inc
BRCC
$147M
| $34.6K | ﹤0.01% |
+44,530
| New | +$37.5K |
|
2088
Pacific Biosciences
PACB
$429M
| $34.5K | ﹤0.01% |
26,106
-7,774
| -23% | -$13.9K |
|
|
SVC
2089
Service Properties Trust
SVC
$1.11B
| $34K | ﹤0.01% |
+5,014
| New | +$52.2K |
|
2090
KLX Energy Services
KLXE
$45.8M
| $33.6K | ﹤0.01% |
+12,934
| New | +$32.7K |
|
|
ESPR
2091
DELISTED
Esperion Therapeutics
ESPR
| $33.4K | ﹤0.01% |
12,181
+769
| +7% | +$2.43K |
|
2092
authID Inc
AUID
$13.7M
| $31.6K | ﹤0.01% |
24,269
+11,253
| +86% | +$16.7K |
|
2093
ProQR Therapeutics
PRQR
$255M
| $31.4K | ﹤0.01% |
19,410
-2,904
| -13% | -$4.76K |
|
2094
Altimmune
ALT
$546M
| $31.2K | ﹤0.01% |
+10,127
| New | +$43K |
|
|
RC
2095
Ready Capital
RC
$274M
| $31.1K | ﹤0.01% |
19,180
+2,040
| +12% | +$3.9K |
|
|
MENS
2096
Jyong Biotech
MENS
$196M
| $29.9K | ﹤0.01% |
+13,927
| New | +$34.1K |
|
|
AFCG
2097
AFC Gamma
AFCG
$60.2M
| $29.9K | ﹤0.01% |
+10,588
| New | +$26.4K |
|
2098
Codexis
CDXS
$187M
| $29.6K | ﹤0.01% |
+18,183
| New | +$25.9K |
|
2099
Clarivate
CLVT
$1.27B
| $29.5K | ﹤0.01% |
+11,653
| New | +$29.8K |
|
|
DEFT
2100
Defi Technologies
DEFT
$158M
| $29.3K | ﹤0.01% |
53,001
+34,281
| +183% | +$26.2K |
|
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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.