VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $8.86B
1-Year Return 26.43%
This Quarter Return
-3.06%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$2.21B
AUM Growth
+$52.1M
Cap. Flow
+$158M
Cap. Flow %
7.16%
Top 10 Hldgs %
22.13%
Holding
1,341
New
78
Increased
760
Reduced
383
Closed
108

Top Buys

1
AAPL icon
Apple
AAPL
$10.7M
2
AMZN icon
Amazon
AMZN
$4.67M
3
NEAR icon
iShares Short Maturity Bond ETF
NEAR
$4.65M
4
TSLA icon
Tesla
TSLA
$3.85M
5
MSFT icon
Microsoft
MSFT
$3.72M

Top Sells

1
LFUS icon
Littelfuse
LFUS
$1.06M
2
T icon
AT&T
T
$962K
3
ACC
American Campus Communities, Inc.
ACC
$873K
4
VZ icon
Verizon
VZ
$795K
5
TXG icon
10x Genomics
TXG
$790K

Sector Composition

1 Technology 24.88%
2 Healthcare 14.04%
3 Financials 12.75%
4 Consumer Discretionary 11.44%
5 Industrials 8.37%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
KMB icon
251
Kimberly-Clark
KMB
$43.1B
$1.81M 0.08%
16,089
-372
-2% -$41.9K
EXC icon
252
Exelon
EXC
$43.9B
$1.8M 0.08%
48,040
+4,085
+9% +$153K
FIS icon
253
Fidelity National Information Services
FIS
$35.9B
$1.79M 0.08%
23,680
-1,269
-5% -$95.9K
VICI icon
254
VICI Properties
VICI
$35.8B
$1.79M 0.08%
59,852
+6,276
+12% +$187K
IBN icon
255
ICICI Bank
IBN
$113B
$1.78M 0.08%
85,020
+12,143
+17% +$255K
APA icon
256
APA Corp
APA
$8.14B
$1.78M 0.08%
52,024
+2,314
+5% +$79.1K
LPLA icon
257
LPL Financial
LPLA
$26.6B
$1.77M 0.08%
8,102
+316
+4% +$69K
DXCM icon
258
DexCom
DXCM
$31.6B
$1.76M 0.08%
21,821
+8,214
+60% +$661K
DOV icon
259
Dover
DOV
$24.4B
$1.73M 0.08%
14,870
+1,633
+12% +$190K
GWW icon
260
W.W. Grainger
GWW
$47.5B
$1.73M 0.08%
3,533
+526
+17% +$257K
ED icon
261
Consolidated Edison
ED
$35.4B
$1.72M 0.08%
20,025
-295
-1% -$25.3K
ITOT icon
262
iShares Core S&P Total US Stock Market ETF
ITOT
$75.5B
$1.72M 0.08%
21,585
– –
DGX icon
263
Quest Diagnostics
DGX
$20.5B
$1.71M 0.08%
13,968
+7,665
+122% +$941K
WDAY icon
264
Workday
WDAY
$61.7B
$1.71M 0.08%
11,215
+3,145
+39% +$479K
WEC icon
265
WEC Energy
WEC
$34.7B
$1.69M 0.08%
18,903
-427
-2% -$38.2K
ABNB icon
266
Airbnb
ABNB
$75.8B
$1.69M 0.08%
16,071
+4,617
+40% +$485K
CSGP icon
267
CoStar Group
CSGP
$37.9B
$1.68M 0.08%
24,111
+3,825
+19% +$266K
IYW icon
268
iShares US Technology ETF
IYW
$23.1B
$1.68M 0.08%
22,860
– –
FMC icon
269
FMC
FMC
$4.72B
$1.67M 0.08%
15,805
-881
-5% -$93.1K
CF icon
270
CF Industries
CF
$13.7B
$1.66M 0.08%
17,293
+716
+4% +$68.9K
VRSK icon
271
Verisk Analytics
VRSK
$37.8B
$1.65M 0.07%
9,679
+1,631
+20% +$278K
GM icon
272
General Motors
GM
$55.5B
$1.65M 0.07%
51,339
+18,811
+58% +$603K
CPRT icon
273
Copart
CPRT
$47B
$1.64M 0.07%
61,744
+240
+0.4% +$6.38K
NEM icon
274
Newmont
NEM
$83.7B
$1.64M 0.07%
39,068
-1,797
-4% -$75.5K
MTD icon
275
Mettler-Toledo International
MTD
$26.9B
$1.64M 0.07%
1,512
+204
+16% +$221K
9 10
11
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