VPIM
Vanguard Personalized Indexing Management Portfolio holdings
AUM
$10.2B
1-Year Est. Return
34.65%
This Fund
S&P 500
1 Year Est. Return
+34.65%
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 | |
|---|---|---|---|---|---|---|
226
IQVIA
IQV
$30.4B
| $7.27M | 0.07% |
32,272
+1,435
|
|
||
227
United Parcel Service
UPS
$93.4B
| $7.27M | 0.07% |
73,320
+19,365
|
|
||
228
United Airlines
UAL
$35.6B
| $7.26M | 0.07% |
64,953
+2,979
|
|
||
229
D.R. Horton
DHI
$41.8B
| $7.25M | 0.07% |
50,365
+1,795
|
|
||
230
State Street SPDR S&P 500 ETF Trust
SPY
$786B
| $7.16M | 0.07% |
10,504
-1,234
|
|
||
231
Vanguard FTSE Emerging Markets ETF
VWO
$125B
| $7.16M | 0.07% |
133,233
+942
|
|
||
232
Kinder Morgan
KMI
$69.7B
| $7.14M | 0.07% |
259,829
+3,221
|
|
||
233
Exelon
EXC
$46.2B
| $7.14M | 0.07% |
163,767
+37
|
|
||
234
Carvana
CVNA
$46.4B
| $7.11M | 0.07% |
84,275
+6,165
|
|
||
235
ResMed
RMD
$26.6B
| $7.06M | 0.07% |
29,290
-1,241
|
|
||
236
Cognizant
CTSH
$25.7B
| $7.04M | 0.07% |
84,864
+15,708
|
|
||
237
Woori Financial
WF
$14.8B
| $6.97M | 0.07% |
118,596
+10,115
|
|
||
238
Arthur J. Gallagher & Co
AJG
$52.6B
| $6.96M | 0.07% |
26,876
-1,830
|
|
||
239
Truist Financial
TFC
$59.7B
| $6.85M | 0.07% |
139,248
+2,266
|
|
||
240
HDFC Bank
HDB
$121B
| $6.84M | 0.07% |
187,064
+30,876
|
|
||
241
BHP
BHP
$237B
| $6.81M | 0.07% |
112,793
-1,186
|
|
||
242
Realty Income
O
$55.8B
| $6.8M | 0.07% |
120,560
-3,922
|
|
||
243
Biogen
BIIB
$27.6B
| $6.79M | 0.07% |
38,593
-81
|
|
||
244
ITT
ITT
$17.2B
| $6.76M | 0.07% |
38,976
-349
|
|
||
245
Vertiv
VRT
$129B
| $6.72M | 0.07% |
41,455
+1,664
|
|
||
246
Entergy
ETR
$49.1B
| $6.67M | 0.07% |
72,212
+3,037
|
|
||
|
NVO
247
Novo Nordisk
NVO
$191B
| $6.65M | 0.06% |
130,710
-7,962
|
|
||
248
Yum! Brands
YUM
$40.7B
| $6.62M | 0.06% |
43,785
+1,700
|
|
||
249
Rockwell Automation
ROK
$51.4B
| $6.58M | 0.06% |
16,910
+1,387
|
|
||
250
Ferguson
FERG
$44.1B
| $6.57M | 0.06% |
29,512
+189
|
|