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Vanguard Personalized Indexing Management

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
Cap. Flow
+$438M
Cap. Flow %
3.6%
Top 10 Hldgs %
30.96%
Holding
2,354
New
189
Increased
1,270
Reduced
768
Closed
112

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$30.4M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$26.6M
3
NVDA icon
NVIDIA
NVDA
+$19.4M
4
AMZN icon
Amazon
AMZN
+$15.7M
5
JPM icon
JPMorgan Chase
JPM
+$12.5M

Top Sells

Rank Stock Value
1
HON icon
Honeywell
HON
+$9.9M
2
CMCSA icon
Comcast
CMCSA
+$4.01M
3
COST icon
Costco
COST
+$3.57M
4
CTRA
Coterra Energy
CTRA
+$3.49M
5
MCD icon
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
DCGO icon
2276
DocGo
DCGO
$39.8M
– –
-32,473
Closed -$20.4K
DRH icon
2277
Diamondrock Hospitality Co
DRH
$2.47B
– –
-11,646
Closed -$109K
DRVN icon
2278
Driven Brands
DRVN
$2.24B
– –
-10,851
Closed -$137K
EGHT icon
2279
8x8 Inc
EGHT
$273M
– –
-12,122
Closed -$20.1K
ESML icon
2280
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.88B
– –
-11,415
Closed -$537K
EWCZ
2281
DELISTED
European Wax Center
EWCZ
– –
-15,751
Closed -$91K
EWX icon
2282
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$704M
– –
-4,452
Closed -$294K
EYE icon
2283
National Vision
EYE
$1.32B
– –
-10,240
Closed -$265K
EYPT icon
2284
EyePoint Inc
EYPT
$395M
– –
-11,122
Closed -$143K
DMC
2285
Del Monte Corp
DMC
$1.51B
– –
-7,383
Closed -$297K
FFWM
2286
DELISTED
First Foundation Inc
FFWM
– –
-42,678
Closed -$252K
FIVN icon
2287
FIVE9
FIVN
$2.49B
– –
-14,147
Closed -$215K
FOLD
2288
DELISTED
Amicus Therapeutics
FOLD
– –
-36,983
Closed -$535K
GOGO icon
2289
Gogo Inc
GOGO
$385M
– –
-10,494
Closed -$42.2K
GSHD icon
2290
Goosehead Insurance
GSHD
$1.55B
– –
-5,169
Closed -$221K
GTN icon
2291
Gray Television
GTN
$510M
– –
-14,898
Closed -$64.7K
HOLX
2292
DELISTED
Hologic
HOLX
– –
-33,753
Closed -$2.55M
HUMA icon
2293
Humacyte
HUMA
$168M
– –
-16,442
Closed -$9.97K
HWKN icon
2294
Hawkins
HWKN
$2.7B
– –
-1,475
Closed -$227K
IBIO icon
2295
iBio
IBIO
$84.2M
– –
-12,180
Closed -$23.1K
IWR icon
2296
iShares Russell Mid-Cap ETF
IWR
$56.9B
– –
-4,419
Closed -$430K
KW
2297
DELISTED
Kennedy-Wilson Holdings
KW
– –
-20,337
Closed -$220K
LAB icon
2298
Standard BioTools
LAB
$269M
– –
-10,425
Closed -$9.58K
MAPS
2299
DELISTED
WM TECHNOLOGY INC A
MAPS
– –
-27,270
Closed -$18K
MASI
2300
DELISTED
Masimo
MASI
– –
-10,251
Closed -$1.82M
90 91
92
93 94

Similar funds

PI
PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

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.