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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
RGP icon
2226
Resources Connection
RGP
$152M
– –
-15,672
Closed -$79K
RNAM
2227
DELISTED
Avidity Biosciences
RNAM
– –
-10,695
Closed -$771K
ROOT icon
2228
Root
ROOT
$951M
– –
-4,616
Closed -$333K
RR icon
2229
Richtech Robotics
RR
$358M
– –
-10,207
Closed -$33K
RVPH
2230
DELISTED
REVIVA PHARMA HLDGS INC
RVPH
– –
-956
Closed -$5.33K
SCHB icon
2231
Schwab US Broad Market ETF
SCHB
$42.9B
– –
-13,002
Closed -$341K
SG icon
2232
Sweetgreen
SG
$790M
– –
-11,430
Closed -$77.3K
SNV
2233
DELISTED
Synovus
SNV
– –
-29,783
Closed -$1.49M
SPCE icon
2234
Virgin Galactic
SPCE
$329M
– –
-12,915
Closed -$41.5K
SPDW icon
2235
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.4B
– –
-15,135
Closed -$672K
SPYM
2236
State Street SPDR Portfolio S&P 500 ETF
SPYM
$158B
– –
-3,972
Closed -$319K
SPRC icon
2237
SciSparc
SPRC
$2.69M
– –
-2,247
Closed -$27.5K
SPWH icon
2238
Sportsman's Warehouse
SPWH
$45.3M
– –
-11,658
Closed -$17K
TEF
2239
DELISTED
Telefonica
TEF
– –
-129,821
Closed -$526K
TGNA
2240
DELISTED
TEGNA Inc
TGNA
– –
-32,065
Closed -$622K
TRUE
2241
DELISTED
TrueCar
TRUE
– –
-60,560
Closed -$137K
TU icon
2242
Telus
TU
$16.1B
– –
-21,134
Closed -$278K
VLRS
2243
Controladora Vuela Compania de Aviacion
VLRS
$892M
– –
-10,576
Closed -$93.9K
VSS icon
2244
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.2B
– –
-3,490
Closed -$500K
VTS icon
2245
Vitesse Energy
VTS
$658M
– –
-10,769
Closed -$207K
VTYX
2246
DELISTED
Ventyx Biosciences
VTYX
– –
-46,561
Closed -$420K
WHR icon
2247
Whirlpool
WHR
$2.39B
– –
-3,628
Closed -$262K
XLF icon
2248
State Street Financial Select Sector SPDR ETF
XLF
$55.3B
– –
-4,151
Closed -$227K
XRX icon
2249
Xerox
XRX
$341M
– –
-14,251
Closed -$33.8K
YALA
2250
Yalla Group
YALA
$821M
– –
-20,352
Closed -$141K
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
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RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BEI
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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.