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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
GES
2201
DELISTED
Guess Inc
GES
– –
-19,885
Closed -$333K
GLOB icon
2202
Globant
GLOB
$1.38B
– –
-5,315
Closed -$347K
GRWG icon
2203
GrowGeneration
GRWG
$84.7M
– –
-14,038
Closed -$21.1K
HBIO icon
2204
Harvard Bioscience
HBIO
$27.6M
– –
-1,654
Closed -$11.1K
HHH icon
2205
Howard Hughes
HHH
$4.14B
– –
-3,025
Closed -$241K
HI
2206
DELISTED
Hillenbrand
HI
– –
-8,384
Closed -$266K
HNI icon
2207
HNI Corp
HNI
$2.99B
– –
-5,736
Closed -$241K
INSP icon
2208
Inspire Medical Systems
INSP
$1.49B
– –
-2,441
Closed -$225K
INTF icon
2209
iShares International Equity Factor ETF
INTF
$3.52B
– –
-8,871
Closed -$335K
IPX
2210
IperionX
IPX
$820M
– –
-7,621
Closed -$276K
LGIH icon
2211
LGI Homes
LGIH
$1.32B
– –
-5,658
Closed -$243K
LU icon
2212
Lufax Holding
LU
$1.18B
– –
-13,189
Closed -$33.8K
MGIC
2213
DELISTED
Magic Software Enterprises
MGIC
– –
-10,781
Closed -$278K
MSS icon
2214
Maison Solutions
MSS
$1.97M
– –
-1,629
Closed -$5.17K
NGD
2215
DELISTED
New Gold Inc
NGD
– –
-84,858
Closed -$739K
NSIT icon
2216
Insight Enterprises
NSIT
$3.42B
– –
-2,904
Closed -$237K
ACH
2217
Accendra Health
ACH
$256M
– –
-14,744
Closed -$41.3K
ONEQ icon
2218
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.5B
– –
-5,529
Closed -$505K
OSCV icon
2219
Opus Small Cap Value ETF
OSCV
$705M
– –
-5,806
Closed -$215K
PERI icon
2220
Perion Network
PERI
$375M
– –
-11,366
Closed -$109K
PRGO icon
2221
Perrigo
PRGO
$1.46B
– –
-11,629
Closed -$162K
PSQH icon
2222
PSQ Holdings
PSQH
$10.7M
– –
-782
Closed -$12.1K
PXF icon
2223
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.82B
– –
-3,236
Closed -$212K
QTRX icon
2224
Quanterix
QTRX
$178M
– –
-13,172
Closed -$83.8K
QUIK icon
2225
QuickLogic
QUIK
$228M
– –
-10,480
Closed -$63K
87 88
89
90 91

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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
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

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.