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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 | |
|---|---|---|---|---|---|---|
2126
Sight Sciences
SGHT
$460M
| $56.8K | ﹤0.01% |
10,475
-5,085
| -33% | -$23.4K |
|
|
BTQ
2127
BTQ Technologies Corp
BTQ
$444M
| $56.6K | ﹤0.01% |
+10,504
| New | +$39.2K |
|
2128
Larimar Therapeutics
LRMR
$398M
| $56.6K | ﹤0.01% |
18,549
+7,407
| +66% | +$29.4K |
|
2129
Fulcrum Therapeutics
FULC
$294M
| $55.8K | ﹤0.01% |
15,253
-887
| -5% | -$5.4K |
|
2130
Rocket Pharmaceuticals
RCKT
$424M
| $55.1K | ﹤0.01% |
16,116
-9,616
| -37% | -$32K |
|
2131
CS Disco
LAW
$275M
| $54.8K | ﹤0.01% |
14,487
+3,773
| +35% | +$14.6K |
|
2132
FerroAtlántica
GSM
$873M
| $54K | ﹤0.01% |
16,988
-4,014
| -19% | -$16.6K |
|
|
IAUX
2133
i-80 Gold Corp
IAUX
$1.55B
| $53.7K | ﹤0.01% |
37,283
+21,382
| +134% | +$33K |
|
|
SRTA
2134
Strata Critical Medical Inc
SRTA
$471M
| $53.3K | ﹤0.01% |
10,117
-1,498
| -13% | -$7.88K |
|
2135
Arbutus Biopharma
ABUS
$1.02B
| $51.4K | ﹤0.01% |
10,716
+161
| +2% | +$707 |
|
|
ELME
2136
Elme Communities
ELME
$150M
| $51.2K | ﹤0.01% |
34,602
+3,888
| +13% | +$7.88K |
|
2137
ZipRecruiter
ZIP
$347M
| $50.9K | ﹤0.01% |
13,565
+2,910
| +27% | +$9.04K |
|
2138
LifeMD
LFMD
$148M
| $50.7K | ﹤0.01% |
12,276
-1,047
| -8% | -$4.62K |
|
|
URG
2139
Ur-Energy
URG
$557M
| $49.6K | ﹤0.01% |
36,451
+1,139
| +3% | +$1.86K |
|
2140
B&G Foods
BGS
$267M
| $49.5K | ﹤0.01% |
12,444
-14,832
| -54% | -$68.8K |
|
2141
CuriosityStream
CURI
$161M
| $49.3K | ﹤0.01% |
18,548
+2,425
| +15% | +$7.17K |
|
2142
Unisys
UIS
$191M
| $49K | ﹤0.01% |
13,377
+669
| +5% | +$2.1K |
|
2143
Altimmune
ALT
$665M
| $48.6K | ﹤0.01% |
15,978
+5,851
| +58% | +$17.5K |
|
2144
Alvotech
ALVO
$1.9B
| $48K | ﹤0.01% |
+13,012
| New | +$46.5K |
|
2145
Repay Holdings
RPAY
$322M
| $47.4K | ﹤0.01% |
+11,292
| New | +$39.2K |
|
2146
Alight
ALIT
$398M
| $47.2K | ﹤0.01% |
4,212
+464
| +12% | +$6.57K |
|
2147
Coherus Oncology
CHRS
$219M
| $46.4K | ﹤0.01% |
33,150
-256
| -0.8% | -$418 |
|
2148
Zevia
ZVIA
$98.8M
| $45.9K | ﹤0.01% |
+28,165
| New | +$38.3K |
|
2149
Verastem
VSTM
$743M
| $45.7K | ﹤0.01% |
+11,954
| New | +$57.8K |
|
2150
Information Services Group
III
$251M
| $44.6K | ﹤0.01% |
10,853
-6,993
| -39% | -$29.2K |
|
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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.