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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
Cap. Flow
+$332M
Cap. Flow %
3.26%
Top 10 Hldgs %
31.22%
Holding
2,261
New
286
Increased
1,196
Reduced
670
Closed
96

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$19.7M
2
AAPL icon
Apple
AAPL
+$11.2M
3
COST icon
Costco
COST
+$9.17M
4
LLY icon
Eli Lilly
LLY
+$7.35M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.74M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$15.4M
2
EPD icon
Enterprise Products Partners
EPD
+$4.38M
3
UNH icon
UnitedHealth
UNH
+$3.43M
4
ACN icon
Accenture
ACN
+$2.82M
5
QCOM icon
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
BRKR icon
2176
Bruker
BRKR
$8.86B
– –
-7,090
Closed -$334K
CADE
2177
DELISTED
Cadence Bank
CADE
– –
-25,135
Closed -$1.08M
CFLT
2178
DELISTED
Confluent
CFLT
– –
-13,350
Closed -$404K
CIO
2179
DELISTED
City Office REIT
CIO
– –
-24,361
Closed -$170K
CIVI
2180
DELISTED
Civitas Resources
CIVI
– –
-27,021
Closed -$732K
CMA
2181
DELISTED
Comerica
CMA
– –
-31,873
Closed -$2.77M
CMCO icon
2182
Columbus McKinnon
CMCO
$414M
– –
-10,240
Closed -$177K
COCH icon
2183
Envoy Medical
COCH
$54M
– –
-19,015
Closed -$12.6K
CSAN icon
2184
Cosan
CSAN
$3.01B
– –
-12,267
Closed -$48.5K
CXT icon
2185
Crane NXT
CXT
$2.95B
– –
-5,885
Closed -$277K
CYBR
2186
DELISTED
CyberArk
CYBR
– –
-4,688
Closed -$2.09M
DIN icon
2187
Dine Brands
DIN
$456M
– –
-7,076
Closed -$227K
DNUT icon
2188
Krispy Kreme
DNUT
$569M
– –
-15,468
Closed -$62.2K
DOO
2189
Bombardier Recreational Products
DOO
$4.5B
– –
-3,075
Closed -$218K
EB
2190
DELISTED
Eventbrite
EB
– –
-12,949
Closed -$57.6K
EXAS
2191
DELISTED
Exact Sciences
EXAS
– –
-16,492
Closed -$1.67M
FEMY icon
2192
Femasys
FEMY
$9.09M
– –
-1,054
Closed -$12.1K
FG icon
2193
F&G Annuities & Life
FG
$4.25B
– –
-6,608
Closed -$204K
FNDB icon
2194
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.39B
– –
-12,786
Closed -$340K
FOR icon
2195
Forestar Group
FOR
$1.53B
– –
-8,190
Closed -$202K
FSP
2196
Franklin Street Properties
FSP
$51.3M
– –
-10,563
Closed -$9.99K
FTS icon
2197
Fortis
FTS
$29.9B
– –
-6,198
Closed -$322K
FUBO icon
2198
FuboTV Inc
FUBO
$286M
– –
-2,082
Closed -$63K
FYBR
2199
DELISTED
Frontier Communications
FYBR
– –
-36,624
Closed -$1.39M
GDYN icon
2200
Grid Dynamics Holdings
GDYN
$484M
– –
-13,797
Closed -$125K
86 87
88
89 90

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ACA
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IIM
INTECH Investment Management West Palm Beach, Florida $10.2B AUM 28.14% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BEI
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RI
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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.