Vanguard Personalized Indexing Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$19.7M |
| 2 |
Apple
AAPL
|
+$11.2M |
| 3 |
Costco
COST
|
+$9.17M |
| 4 |
Eli Lilly
LLY
|
+$7.35M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$6.74M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$15.4M |
| 2 |
Enterprise Products Partners
EPD
|
+$4.38M |
| 3 |
UnitedHealth
UNH
|
+$3.43M |
| 4 |
Accenture
ACN
|
+$2.82M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
2251
Zillow
ZG
$8.17B
| – | – |
-4,201
| Closed | -$287K |
|
|
DAY
2252
DELISTED
Dayforce
DAY
| – | – |
-15,496
| Closed | -$1.07M |
|
2253
Metagenomi Therapeutics
MGX
$45.7M
| – | – |
-16,298
| Closed | -$26.4K |
|
2254
Trump Media & Technology Group
DJT
$2.72B
| – | – |
-12,866
| Closed | -$170K |
|
|
VSEE
2255
DELISTED
VSEE HEALTH INC
VSEE
| – | – |
-22,420
| Closed | -$8.39K |
|
|
MEDS
2256
DataMeds AI
MEDS
$3.58M
| – | – |
-363
| Closed | -$7.26K |
|
|
FFAI
2257
Faraday Future Intelligent Electric
FFAI
$8.98M
| – | – |
-108
| Closed | -$16.5K |
|
|
EDHL
2258
Everbright Digital
EDHL
$6.67M
| – | – |
-3,912
| Closed | -$23.5K |
|
|
WBUY
2259
Webuy Global Ltd
WBUY
$4.76M
| – | – |
-10,258
| Closed | -$13.3K |
|
|
NAVN
2260
Navan Inc
NAVN
$7.78B
| – | – |
-11,004
| Closed | -$188K |
|
|
BETA
2261
Beta Technologies Inc
BETA
$5.14B
| – | – |
-10,293
| Closed | -$290K |
|
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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.