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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 | |
|---|---|---|---|---|---|---|
2176
Hertz
HTZ
$820M
| $32.1K | ﹤0.01% |
14,152
-1,932
| -12% | -$10.5K |
|
2177
PepGen
PEPG
$215M
| $31.7K | ﹤0.01% |
+17,629
| New | +$28.7K |
|
2178
Holley
HLLY
$370M
| $31.7K | ﹤0.01% |
12,423
-2,110
| -15% | -$5.99K |
|
2179
iQIYI
IQ
$849M
| $31.6K | ﹤0.01% |
30,372
+18,077
| +147% | +$21K |
|
2180
Sidus Space
SIDU
$210M
| $31.5K | ﹤0.01% |
+11,205
| New | +$42.9K |
|
|
CMRC
2181
Commerce.com Inc Series 1
CMRC
$213M
| $30.9K | ﹤0.01% |
10,435
-18,183
| -64% | -$52.1K |
|
2182
Vertical Aerospace
EVTL
$103M
| $30.9K | ﹤0.01% |
+17,749
| New | +$42.6K |
|
2183
Endava
DAVA
$162M
| $29.3K | ﹤0.01% |
10,336
-6,222
| -38% | -$22.9K |
|
|
SVC
2184
Service Properties Trust
SVC
$986M
| $29.2K | ﹤0.01% |
3,455
-1,559
| -31% | -$12.3K |
|
2185
Aemetis
AMTX
$132M
| $28.8K | ﹤0.01% |
17,540
+6,163
| +54% | +$15.1K |
|
2186
SES AI
SES
$187M
| $28.4K | ﹤0.01% |
29,623
-7,360
| -20% | -$8.01K |
|
2187
Real REMAX Group Inc. Common Stock
REAX
$407M
| $27.7K | ﹤0.01% |
1,521
-104
| -6% | -$2.11K |
|
2188
Getty Images
GETY
$98.1M
| $27.5K | ﹤0.01% |
31,943
-11,624
| -27% | -$10.1K |
|
2189
Battalion Oil
BATL
$73.9M
| $27.4K | ﹤0.01% |
+20,928
| New | +$52.7K |
|
|
AUTL
2190
Autolus Therapeutics
AUTL
$596M
| $27.1K | ﹤0.01% |
16,960
+2,844
| +20% | +$4.46K |
|
2191
OmniAb
OABI
$630M
| $26.6K | ﹤0.01% |
10,793
-14,434
| -57% | -$28.7K |
|
|
RC
2192
Ready Capital
RC
$289M
| $26.1K | ﹤0.01% |
14,931
-4,249
| -22% | -$7.46K |
|
2193
Tenaya Therapeutics
TNYA
$153M
| $25.8K | ﹤0.01% |
34,871
-19,068
| -35% | -$14.5K |
|
2194
Akebia Therapeutics
AKBA
$270M
| $25.3K | ﹤0.01% |
+22,177
| New | +$26.4K |
|
2195
Compugen
CGEN
$245M
| $25K | ﹤0.01% |
11,690
| – | – |
|
|
SAFX
2196
XCF Global Inc
SAFX
$162M
| $23.5K | ﹤0.01% |
+53,214
| New | +$24.1K |
|
2197
Surf Air Mobility
SRFM
$82.9M
| $23.3K | ﹤0.01% |
20,105
+8,967
| +81% | +$10.4K |
|
|
DBGI
2198
Digital Brands Group
DBGI
$2.17M
| $23.3K | ﹤0.01% |
+773
| New | +$36.4K |
|
2199
EVgo
EVGO
$214M
| $22.1K | ﹤0.01% |
11,597
-3,027
| -21% | -$6.1K |
|
|
NAK
2200
Northern Dynasty Minerals
NAK
$826M
| $21.4K | ﹤0.01% |
+11,155
| New | +$22.4K |
|
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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.