VPIM
Vanguard Personalized Indexing Management Portfolio holdings
AUM
$10.3B
1-Year Est. Return
32.09%
This Fund
S&P 500
1 Year Est. Return
+32.09%
AUM
$10.3B
AUM Growth
+$487M
(+5%)
Holding
2,091
Top Buys
| 1 | +$19.5M | |
| 2 | +$18.2M | |
| 3 | +$14.3M | |
| 4 |
Eli Lilly
LLY
|
+$13.8M |
| 5 |
JPMorgan Chase
JPM
|
+$9.55M |
Top Sells
| 1 | +$5M | |
| 2 | +$4.87M | |
| 3 | +$4.73M | |
| 4 |
DuPont de Nemours
DD
|
+$3.94M |
| 5 |
Procter & Gamble
PG
|
+$2.89M |
Sector Composition
| 1 | Technology | 33.3% |
| 2 | Financials | 14.31% |
| 3 | Consumer Discretionary | 10.17% |
| 4 | Communication Services | 10.06% |
| 5 | Healthcare | 9.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.86T
| $678M | 6.62% |
3,637,198
+76,965
|
|
||
2
Apple
AAPL
$3.91T
| $630M | 6.15% |
2,318,807
+72,502
|
|
||
3
Microsoft
MSFT
$3.15T
| $550M | 5.37% |
1,138,269
+17,244
|
|
||
4
Alphabet (Google) Class A
GOOGL
$4.02T
| $358M | 3.49% |
1,143,981
+63,804
|
|
||
5
Amazon
AMZN
$2.69T
| $321M | 3.13% |
1,391,525
+40,382
|
|
||
6
Broadcom
AVGO
$1.9T
| $275M | 2.68% |
793,370
+19,949
|
|
||
7
Meta Platforms (Facebook)
META
$1.7T
| $213M | 2.08% |
322,696
+2,557
|
|
||
8
Tesla
TSLA
$1.45T
| $177M | 1.73% |
393,391
+18,416
|
|
||
|
9
Alphabet (Google) Class C
GOOG
$4T
| $172M | 1.68% |
548,483
-7,167
|
|
||
|
10
JPMorgan Chase
JPM
$839B
| $156M | 1.52% |
483,548
+30,850
|
|
||
|
11
Eli Lilly
LLY
$807B
| $144M | 1.4% |
133,817
+14,381
|
|
||
12
Berkshire Hathaway Class B
BRK.B
$1.01T
| $115M | 1.12% |
228,557
+3,498
|
|
||
13
Visa
V
$596B
| $96.6M | 0.94% |
275,487
+10,692
|
|
||
14
Walmart Inc
WMT
$1.03T
| $85M | 0.83% |
763,059
+49,772
|
|
||
15
Mastercard
MA
$456B
| $77.3M | 0.75% |
135,452
+1,867
|
|
||
16
Johnson & Johnson
JNJ
$545B
| $67.3M | 0.66% |
325,117
+17,876
|
|
||
17
AbbVie
ABBV
$363B
| $67.1M | 0.65% |
293,534
+9,546
|
|
||
18
Netflix
NFLX
$390B
| $65.9M | 0.64% |
703,070
+3,660
|
|
||
19
Exxon Mobil
XOM
$617B
| $64.6M | 0.63% |
537,151
+27,806
|
|
||
20
Costco
COST
$446B
| $59.7M | 0.58% |
69,197
-2,166
|
|
||
21
Palantir
PLTR
$349B
| $56.1M | 0.55% |
315,385
+16,839
|
|
||
22
Oracle
ORCL
$521B
| $54.3M | 0.53% |
278,551
+2,538
|
|
||
23
Bank of America
BAC
$381B
| $51.3M | 0.5% |
933,304
+47,060
|
|
||
24
Cisco
CSCO
$354B
| $50.2M | 0.49% |
651,765
+36,307
|
|
||
25
Advanced Micro Devices
AMD
$464B
| $48.6M | 0.47% |
226,714
+18,059
|
|