VPIM
Vanguard Personalized Indexing Management Portfolio holdings
AUM
$9.76B
1-Year Est. Return
32.27%
1 Year Est. Return
+32.27%
AUM
$9.76B
AUM Growth
+$903M
(+10%)
Holding
2,066
Top Buys
| 1 | +$29.8M | |
| 2 | +$15.4M | |
| 3 | +$14.3M | |
| 4 |
Microsoft
MSFT
|
+$13.6M |
| 5 |
Amazon
AMZN
|
+$9.62M |
Top Sells
| 1 | +$4.87M | |
| 2 | +$4.85M | |
| 3 | +$4.58M | |
| 4 |
PARA
Paramount Global Class B
PARA
|
+$3.78M |
| 5 |
Accenture
ACN
|
+$2.68M |
Sector Composition
| 1 | Technology | 33.85% |
| 2 | Financials | 13.96% |
| 3 | Consumer Discretionary | 10.32% |
| 4 | Communication Services | 9.77% |
| 5 | Healthcare | 8.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.41T
| $665M | 6.81% |
3,560,233
+82,522
|
|
||
|
2
Microsoft
MSFT
$3.64T
| $581M | 5.95% |
1,121,025
+26,328
|
|
||
3
Apple
AAPL
$4.23T
| $572M | 5.86% |
2,246,305
+116,960
|
|
||
|
4
Amazon
AMZN
$2.51T
| $297M | 3.04% |
1,351,143
+43,798
|
|
||
5
Alphabet (Google) Class A
GOOGL
$3.81T
| $263M | 2.69% |
1,080,177
+58,761
|
|
||
6
Broadcom
AVGO
$1.8T
| $256M | 2.62% |
773,421
+9,083
|
|
||
7
Meta Platforms (Facebook)
META
$1.63T
| $235M | 2.41% |
320,139
+10,160
|
|
||
8
Tesla
TSLA
$1.43T
| $167M | 1.71% |
374,975
+6,552
|
|
||
9
JPMorgan Chase
JPM
$838B
| $143M | 1.46% |
452,698
+10,042
|
|
||
|
10
Alphabet (Google) Class C
GOOG
$3.81T
| $136M | 1.39% |
555,650
+11,101
|
|
||
11
Berkshire Hathaway Class B
BRK.B
$1.09T
| $113M | 1.16% |
225,059
+7,143
|
|
||
12
Eli Lilly
LLY
$936B
| $91.2M | 0.93% |
119,436
-1,584
|
|
||
13
Visa
V
$636B
| $90.7M | 0.93% |
264,795
+2,130
|
|
||
14
Netflix
NFLX
$463B
| $83.9M | 0.86% |
699,410
+2,180
|
|
||
15
Oracle
ORCL
$573B
| $77.7M | 0.8% |
276,013
+4,792
|
|
||
16
Mastercard
MA
$490B
| $76M | 0.78% |
133,585
+3,095
|
|
||
17
Walmart
WMT
$896B
| $73.6M | 0.75% |
713,287
+16,083
|
|
||
18
Costco
COST
$409B
| $66.1M | 0.68% |
71,363
-1,097
|
|
||
19
AbbVie
ABBV
$397B
| $65.8M | 0.67% |
283,988
+10,249
|
|
||
20
Home Depot
HD
$352B
| $58.8M | 0.6% |
145,038
+7,623
|
|
||
21
Exxon Mobil
XOM
$487B
| $57.7M | 0.59% |
509,345
+5,338
|
|
||
22
Johnson & Johnson
JNJ
$495B
| $57.1M | 0.58% |
307,241
+39,537
|
|
||
23
Palantir
PLTR
$407B
| $54.5M | 0.56% |
298,546
+4,070
|
|
||
24
Bank of America
BAC
$388B
| $45.8M | 0.47% |
886,244
+22,014
|
|
||
25
Procter & Gamble
PG
$341B
| $45.2M | 0.46% |
293,881
-29,798
|
|