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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 | |
|---|---|---|---|---|---|---|
|
OLOX
2151
Olenox Industries
OLOX
$7.44M
| $10.9K | ﹤0.01% |
+1,044
| New | +$13.1K |
|
2152
Heron Therapeutics
HRTX
$90.9M
| $10.7K | ﹤0.01% |
13,428
-1,468
| -10% | -$1.7K |
|
2153
CXApp
CXAI
$14.2M
| $10.4K | ﹤0.01% |
+57,449
| New | +$14.3K |
|
2154
Humacyte
HUMA
$177M
| $9.97K | ﹤0.01% |
16,442
+4,326
| +36% | +$4.5K |
|
2155
Standard BioTools
LAB
$333M
| $9.58K | ﹤0.01% |
10,425
-6,200
| -37% | -$7.5K |
|
2156
Wheels Up
UP
$233M
| $9.54K | ﹤0.01% |
924
-239
| -21% | -$3.12K |
|
2157
Offerpad Solutions
OPAD
$24.4M
| $8.62K | ﹤0.01% |
+1,315
| New | +$12.9K |
|
2158
Cognition Therapeutics
CGTX
$84.9M
| $8.38K | ﹤0.01% |
+11,034
| New | +$12.8K |
|
2159
Beyond Meat
BYND
$306M
| $8.15K | ﹤0.01% |
11,611
-100
| -0.9% | -$80 |
|
|
SGMO
2160
DELISTED
SANGAMO THERAPEUTICS INC
SGMO
| $8.01K | ﹤0.01% |
32,433
+4,390
| +16% | +$1.75K |
|
|
AIIO
2161
Robo.ai Inc
AIIO
$593M
| $7.94K | ﹤0.01% |
3,726
+364
| +11% | +$1.31K |
|
2162
Ocean Power Technologies
OPTT
$48.9M
| $6.52K | ﹤0.01% |
18,634
+1,190
| +7% | +$512 |
|
2163
Outlook Therapeutics
OTLK
$205M
| $6.48K | ﹤0.01% |
31,492
+15,887
| +102% | +$6.87K |
|
|
LIMN
2164
Liminatus Pharma
LIMN
$7.66M
| $5.97K | ﹤0.01% |
+34,706
| New | +$18.5K |
|
2165
Gossamer Bio
GOSS
$68.9M
| $5.76K | ﹤0.01% |
17,531
+1,412
| +9% | +$2.22K |
|
2166
iShares MSCI ACWI ex US ETF
ACWX
$11.3B
| – | – |
-3,199
| Closed | -$215K |
|
2167
Advantage Solutions
ADV
$520M
| – | – |
-509
| Closed | -$11.2K |
|
|
AVX
2168
Avax One Technology Ltd
AVX
$26.3M
| – | – |
-839
| Closed | -$15.2K |
|
2169
Agilysys
AGYS
$3B
| – | – |
-2,096
| Closed | -$249K |
|
2170
reAlpha
AIRE
$7.14M
| – | – |
-606
| Closed | -$6.32K |
|
2171
Algoma Steel
ASTL
$391M
| – | – |
-10,798
| Closed | -$44.3K |
|
2172
Atour Lifestyle Holdings
ATAT
$4.37B
| – | – |
-5,962
| Closed | -$235K |
|
2173
Braskem
BAK
$940M
| – | – |
-10,530
| Closed | -$31.1K |
|
|
BCYC
2174
Bicycle Therapeutics
BCYC
$290M
| – | – |
-12,776
| Closed | -$90.5K |
|
2175
Bausch Health
BHC
$1.75B
| – | – |
-11,431
| Closed | -$79.4K |
|
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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.