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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 | |
|---|---|---|---|---|---|---|
2201
Prairie Operating Co
PROP
$51.1M
| $21.2K | ﹤0.01% |
+29,451
| New | +$31.7K |
|
2202
Microvision
MVIS
$50.5M
| $20.7K | ﹤0.01% |
+4,215
| New | +$34.8K |
|
2203
Goldgroup Mining
GORO
$563M
| $20.4K | ﹤0.01% |
16,221
+1,716
| +12% | +$2.34K |
|
2204
Douglas Elliman
DOUG
$165M
| $20.3K | ﹤0.01% |
11,461
-2,534
| -18% | -$4.54K |
|
|
NVX
2205
NOVONIX
NVX
$75.1M
| $19.5K | ﹤0.01% |
4,233
-6,677
| -61% | -$44.4K |
|
2206
Snail Inc
SNAL
$22.7M
| $19.3K | ﹤0.01% |
+6,235
| New | +$22.6K |
|
2207
Invivyd
IVVD
$243M
| $18.9K | ﹤0.01% |
21,662
-17,647
| -45% | -$22.1K |
|
2208
ADC Therapeutics
ADCT
$174M
| $18.2K | ﹤0.01% |
+17,007
| New | +$49.6K |
|
2209
Quantum-Si Incorporated
QSI
$168M
| $18K | ﹤0.01% |
20,350
-3,641
| -15% | -$3.47K |
|
2210
Rekor Systems
REKR
$73.8M
| $17.6K | ﹤0.01% |
25,365
-3,865
| -13% | -$3.03K |
|
2211
TScan Therapeutics
TCRX
$26.5M
| $17.6K | ﹤0.01% |
17,959
-3,400
| -16% | -$3.62K |
|
|
BSIN
2212
Big Sky Industrial
BSIN
$80.8M
| $17K | ﹤0.01% |
+15,451
| New | +$14.8K |
|
|
DEFT
2213
Defi Technologies
DEFT
$265M
| $15.7K | ﹤0.01% |
30,465
-22,536
| -43% | -$15.3K |
|
2214
eHealth
EHTH
$31.7M
| $15.6K | ﹤0.01% |
+10,495
| New | +$17.6K |
|
2215
Companhia Siderúrgica Nacional
SID
$1.62B
| $15.3K | ﹤0.01% |
16,760
-2,458
| -13% | -$3.08K |
|
2216
Lufax Holding
LU
$1.08B
| $15.2K | ﹤0.01% |
+11,481
| New | +$19.5K |
|
2217
SelectQuote
SLQT
$94.7M
| $14.8K | ﹤0.01% |
17,586
-2,122
| -11% | -$1.93K |
|
|
EU
2218
enCore Energy
EU
$241M
| $14.6K | ﹤0.01% |
11,163
-952
| -8% | -$1.6K |
|
|
FLNA
2219
Filana Therapeutics
FLNA
$39.6M
| $14.3K | ﹤0.01% |
12,058
-1,833
| -13% | -$2.61K |
|
2220
Cognition Therapeutics
CGTX
$97.9M
| $13.3K | ﹤0.01% |
11,595
+561
| +5% | +$664 |
|
2221
BTCS Inc
BTCS
$71.7M
| $13.1K | ﹤0.01% |
11,797
-28
| -0.2% | -$45 |
|
2222
New Fortress Energy
NFE
$78.3M
| $13K | ﹤0.01% |
+35,791
| New | +$21.3K |
|
2223
Nano X Imaging
NNOX
$65.2M
| $12.9K | ﹤0.01% |
11,138
-5,910
| -35% | -$11.1K |
|
2224
SmartRent
SMRT
$255M
| $12.7K | ﹤0.01% |
10,711
-16,345
| -60% | -$20.8K |
|
|
FFAI
2225
Faraday Future Intelligent Electric
FFAI
$7.13M
| $12.7K | ﹤0.01% |
+367
| New | +$18.1K |
|
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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.