VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $10.2B
1-Year Est. Return 34.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.2B
AUM Growth
-$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,261
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$11.2M
3
+$9.17M
4
LLY icon
Eli Lilly
LLY
+$7.35M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.74M

Top Sells

1
+$15.4M
2
+$11.8M
3
+$4.38M
4
UNH icon
UnitedHealth
UNH
+$3.43M
5
ACN icon
Accenture
ACN
+$2.82M

Sector Composition

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
NVDA icon
1
NVIDIA
NVDA
$5.43T
$653M 6.41%
3,744,688
+107,490
AAPL icon
2
Apple
AAPL
$4.5T
$599M 5.88%
2,361,852
+43,045
MSFT icon
3
Microsoft
MSFT
$3.42T
$408M 4%
1,101,572
-36,697
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$4.56T
$335M 3.29%
1,165,417
+21,436
AMZN icon
5
Amazon
AMZN
$2.81T
$291M 2.86%
1,397,497
+5,972
AVGO icon
6
Broadcom
AVGO
$2.18T
$250M 2.45%
806,796
+13,426
META icon
7
Meta Platforms (Facebook)
META
$1.52T
$189M 1.85%
330,130
+7,434
GOOG icon
8
Alphabet (Google) Class C
GOOG
$4.51T
$161M 1.58%
562,006
+13,523
JPM icon
9
JPMorgan Chase
JPM
$795B
$148M 1.45%
502,465
+18,917
TSLA icon
10
Tesla
TSLA
$1.56T
$146M 1.44%
394,023
+632
LLY icon
11
Eli Lilly
LLY
$965B
$130M 1.27%
141,070
+7,253
BRK.B icon
12
Berkshire Hathaway Class B
BRK.B
$1.01T
$115M 1.13%
240,293
+11,736
WMT icon
13
Walmart Inc
WMT
$913B
$98M 0.96%
788,704
+25,645
XOM icon
14
Exxon Mobil
XOM
$619B
$96.8M 0.95%
570,305
+33,154
V icon
15
Visa
V
$614B
$86.7M 0.85%
286,872
+11,385
JNJ icon
16
Johnson & Johnson
JNJ
$538B
$84.2M 0.83%
344,313
+19,196
COST icon
17
Costco
COST
$420B
$78.3M 0.77%
78,605
+9,408
NFLX icon
18
Netflix
NFLX
$361B
$70.6M 0.69%
734,209
+31,139
MA icon
19
Mastercard
MA
$438B
$67.6M 0.66%
135,281
-171
ABBV icon
20
AbbVie
ABBV
$376B
$66.4M 0.65%
305,324
+11,790
CAT icon
21
Caterpillar
CAT
$399B
$57.5M 0.56%
81,130
+4,255
MU icon
22
Micron Technology
MU
$1.17T
$55.3M 0.54%
163,827
+7,766
CSCO icon
23
Cisco
CSCO
$478B
$51.8M 0.51%
667,751
+15,986
MRK icon
24
Merck
MRK
$284B
$49.3M 0.48%
409,858
+23,972
AMAT icon
25
Applied Materials
AMAT
$364B
$49.1M 0.48%
143,576
+1,056
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