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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 | |
|---|---|---|---|---|---|---|
2151
Gevo
GEVO
$405M
| $44.3K | ﹤0.01% |
29,504
-812
| -3% | -$1.43K |
|
2152
CareCloud
CCLD
$94.8M
| $43.4K | ﹤0.01% |
20,470
-1,609
| -7% | -$4.16K |
|
2153
Ocugen
OCGN
$461M
| $43.4K | ﹤0.01% |
28,361
-450
| -2% | -$684 |
|
|
HUYA
2154
Huya Inc
HUYA
$484M
| $42.6K | ﹤0.01% |
+18,533
| New | +$52.5K |
|
2155
Pacific Biosciences
PACB
$420M
| $42.3K | ﹤0.01% |
25,164
-942
| -4% | -$1.37K |
|
|
ESPR
2156
DELISTED
Esperion Therapeutics
ESPR
| $41.8K | ﹤0.01% |
13,236
+1,055
| +9% | +$2.95K |
|
2157
American Resources Corp
AREC
$260M
| $41.7K | ﹤0.01% |
19,403
+168
| +0.9% | +$375 |
|
2158
JELD-WEN Holding
JELD
$200M
| $41.5K | ﹤0.01% |
+27,680
| New | +$42.7K |
|
2159
ProQR Therapeutics
PRQR
$292M
| $41.1K | ﹤0.01% |
22,095
+2,685
| +14% | +$4.42K |
|
2160
Codexis
CDXS
$160M
| $40.6K | ﹤0.01% |
17,948
-235
| -1% | -$585 |
|
2161
Vuzix
VUZI
$206M
| $38.8K | ﹤0.01% |
13,393
+2,823
| +27% | +$8.89K |
|
|
OPTU
2162
Optimum Communications Inc
OPTU
$401M
| $38.8K | ﹤0.01% |
+26,771
| New | +$33.3K |
|
2163
Outlook Therapeutics
OTLK
$162M
| $38.3K | ﹤0.01% |
24,119
-7,373
| -23% | -$4.57K |
|
2164
Evotec
EVO
$661M
| $38.1K | ﹤0.01% |
13,596
-6,519
| -32% | -$18.8K |
|
2165
Braskem
BAK
$753M
| $37.9K | ﹤0.01% |
+15,537
| New | +$58.7K |
|
2166
E.W. Scripps
SSP
$306M
| $36.9K | ﹤0.01% |
13,335
-941
| -7% | -$3.56K |
|
|
LPRO
2167
DELISTED
Open Lending Corp
LPRO
| $36.1K | ﹤0.01% |
11,621
-82
| -0.7% | -$168 |
|
2168
Health Catalyst
HCAT
$127M
| $36.1K | ﹤0.01% |
18,119
-27,935
| -61% | -$40.3K |
|
2169
Xerox
XRX
$436M
| $35.6K | ﹤0.01% |
+11,369
| New | +$28.4K |
|
2170
Bumble
BMBL
$383M
| $35.4K | ﹤0.01% |
11,070
-9,168
| -45% | -$31.4K |
|
|
VZLA
2171
Vizsla Silver
VZLA
$1.42B
| $34.9K | ﹤0.01% |
+10,579
| New | +$36.8K |
|
2172
Opko Health
OPK
$1.22B
| $34.5K | ﹤0.01% |
22,979
+11,383
| +98% | +$14.5K |
|
2173
ECARX Holdings
ECX
$413M
| $34.1K | ﹤0.01% |
+26,441
| New | +$30.1K |
|
2174
Cabaletta Bio
CABA
$588M
| $33.8K | ﹤0.01% |
10,853
-8,537
| -44% | -$28.1K |
|
2175
Innoviz Technologies
INVZ
$103M
| $32.7K | ﹤0.01% |
42,910
-17,069
| -28% | -$11.7K |
|
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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.