VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $8.86B
1-Year Return 26.43%
This Quarter Return
+13.37%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$4.66B
AUM Growth
+$762M
Cap. Flow
+$375M
Cap. Flow %
8.05%
Top 10 Hldgs %
27.78%
Holding
1,683
New
124
Increased
999
Reduced
488
Closed
53

Top Buys

1
MSFT icon
Microsoft
MSFT
+$25.8M
2
NVDA icon
NVIDIA
NVDA
+$16.9M
3
AMZN icon
Amazon
AMZN
+$15.8M
4
AAPL icon
Apple
AAPL
+$12.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.5M

Top Sells

1
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.36M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.69M
3
SCHF icon
Schwab International Equity ETF
SCHF
+$1.63M
4
BLDR icon
Builders FirstSource
BLDR
+$1.51M
5
SPLK
Splunk Inc
SPLK
+$1.46M

Sector Composition

1 Technology 29.78%
2 Financials 12.98%
3 Healthcare 11.83%
4 Consumer Discretionary 10.68%
5 Industrials 8.87%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
DVN icon
226
Devon Energy
DVN
$21.8B
$3.7M 0.08%
73,722
-14,199
-16% -$713K
RMD icon
227
ResMed
RMD
$40.9B
$3.65M 0.08%
18,413
+715
+4% +$142K
OXY icon
228
Occidental Petroleum
OXY
$44.4B
$3.63M 0.08%
55,834
+4,426
+9% +$288K
IQV icon
229
IQVIA
IQV
$32.2B
$3.62M 0.08%
14,295
+2,280
+19% +$577K
CNC icon
230
Centene
CNC
$15.3B
$3.61M 0.08%
46,022
-324
-0.7% -$25.4K
KMB icon
231
Kimberly-Clark
KMB
$43.5B
$3.61M 0.08%
27,906
+4,978
+22% +$644K
DFS
232
DELISTED
Discover Financial Services
DFS
$3.6M 0.08%
27,464
-7
-0% -$918
RCL icon
233
Royal Caribbean
RCL
$93.8B
$3.58M 0.08%
25,738
+1,101
+4% +$153K
AME icon
234
Ametek
AME
$43.3B
$3.56M 0.08%
19,482
+2,960
+18% +$541K
HES
235
DELISTED
Hess
HES
$3.55M 0.08%
23,280
+2,820
+14% +$430K
AEP icon
236
American Electric Power
AEP
$58B
$3.55M 0.08%
41,211
+7,782
+23% +$670K
RJF icon
237
Raymond James Financial
RJF
$33B
$3.54M 0.08%
27,594
+861
+3% +$111K
MRO
238
DELISTED
Marathon Oil Corporation
MRO
$3.53M 0.08%
124,432
+21,874
+21% +$620K
MRVL icon
239
Marvell Technology
MRVL
$57.6B
$3.52M 0.08%
49,708
+3,835
+8% +$272K
LULU icon
240
lululemon athletica
LULU
$19.6B
$3.5M 0.08%
8,954
+885
+11% +$346K
PWR icon
241
Quanta Services
PWR
$55.6B
$3.49M 0.07%
13,420
+1,752
+15% +$455K
O icon
242
Realty Income
O
$54.4B
$3.47M 0.07%
64,120
+11,359
+22% +$615K
LHX icon
243
L3Harris
LHX
$50.6B
$3.47M 0.07%
16,265
+2,743
+20% +$585K
SONY icon
244
Sony
SONY
$172B
$3.45M 0.07%
201,100
+33,480
+20% +$574K
OC icon
245
Owens Corning
OC
$12.5B
$3.41M 0.07%
20,453
-2,804
-12% -$468K
MSCI icon
246
MSCI
MSCI
$44B
$3.4M 0.07%
6,070
+231
+4% +$129K
DG icon
247
Dollar General
DG
$23B
$3.38M 0.07%
21,678
+4,094
+23% +$639K
DOW icon
248
Dow Inc
DOW
$17.1B
$3.38M 0.07%
58,302
+12,830
+28% +$743K
CHD icon
249
Church & Dwight Co
CHD
$23.1B
$3.38M 0.07%
32,369
+5,699
+21% +$594K
CDW icon
250
CDW
CDW
$22.1B
$3.37M 0.07%
13,173
+1,595
+14% +$408K
8 9
10
11 12