VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $8.86B
1-Year Return 26.43%
This Quarter Return
+10.12%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$3.26B
AUM Growth
+$385M
Cap. Flow
+$156M
Cap. Flow %
4.79%
Top 10 Hldgs %
24.94%
Holding
1,558
New
92
Increased
928
Reduced
432
Closed
91

Top Buys

1
AAPL icon
Apple
AAPL
+$16.3M
2
MSFT icon
Microsoft
MSFT
+$16.2M
3
JNJ icon
Johnson & Johnson
JNJ
+$6.71M
4
NVDA icon
NVIDIA
NVDA
+$5.12M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.5M

Top Sells

1
AIG icon
American International
AIG
+$5.86M
2
VTRS icon
Viatris
VTRS
+$3.05M
3
NRG icon
NRG Energy
NRG
+$2.84M
4
VZ icon
Verizon
VZ
+$2.54M
5
AMZN icon
Amazon
AMZN
+$2.24M

Sector Composition

1 Technology 28.66%
2 Healthcare 12.89%
3 Financials 12.15%
4 Consumer Discretionary 10.96%
5 Industrials 9.19%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SNOW icon
251
Snowflake
SNOW
$75.6B
$2.5M 0.08%
14,232
+63
+0.4% +$11.1K
COF icon
252
Capital One
COF
$141B
$2.5M 0.08%
22,899
-1,636
-7% -$179K
HPQ icon
253
HP
HPQ
$27.4B
$2.5M 0.08%
81,430
+9,814
+14% +$301K
MELI icon
254
Mercado Libre
MELI
$119B
$2.48M 0.08%
2,097
+26
+1% +$30.8K
TTE icon
255
TotalEnergies
TTE
$133B
$2.47M 0.08%
42,906
+4,589
+12% +$265K
LNG icon
256
Cheniere Energy
LNG
$51.3B
$2.46M 0.08%
16,177
+348
+2% +$53K
IYW icon
257
iShares US Technology ETF
IYW
$23.2B
$2.46M 0.08%
22,600
– –
RS icon
258
Reliance Steel & Aluminium
RS
$15.7B
$2.42M 0.07%
8,915
-106
-1% -$28.8K
KHC icon
259
Kraft Heinz
KHC
$31.8B
$2.42M 0.07%
68,152
+25,488
+60% +$905K
UL icon
260
Unilever
UL
$157B
$2.42M 0.07%
46,384
+6,541
+16% +$341K
O icon
261
Realty Income
O
$54B
$2.42M 0.07%
40,408
+5,664
+16% +$339K
LYB icon
262
LyondellBasell Industries
LYB
$17.6B
$2.42M 0.07%
26,307
+2,358
+10% +$217K
FAST icon
263
Fastenal
FAST
$55.3B
$2.41M 0.07%
81,824
+11,500
+16% +$339K
BHP icon
264
BHP
BHP
$138B
$2.4M 0.07%
40,205
+9,480
+31% +$566K
HIG icon
265
Hartford Financial Services
HIG
$36.7B
$2.4M 0.07%
33,292
+2,800
+9% +$202K
RCL icon
266
Royal Caribbean
RCL
$95.4B
$2.39M 0.07%
23,056
+1,272
+6% +$132K
DECK icon
267
Deckers Outdoor
DECK
$17.4B
$2.39M 0.07%
27,144
+324
+1% +$28.5K
ANSS
268
DELISTED
Ansys
ANSS
$2.38M 0.07%
7,219
+102
+1% +$33.7K
LEN icon
269
Lennar Class A
LEN
$36.9B
$2.37M 0.07%
19,565
+1,997
+11% +$242K
VRSN icon
270
VeriSign
VRSN
$26.4B
$2.37M 0.07%
10,495
+359
+4% +$81.1K
CBRE icon
271
CBRE Group
CBRE
$48.7B
$2.37M 0.07%
29,364
+4,739
+19% +$382K
SNY icon
272
Sanofi
SNY
$114B
$2.36M 0.07%
43,752
+5,297
+14% +$286K
HPE icon
273
Hewlett Packard
HPE
$31B
$2.34M 0.07%
139,320
+19,965
+17% +$335K
HUBS icon
274
HubSpot
HUBS
$26.3B
$2.31M 0.07%
4,333
+231
+6% +$123K
VICI icon
275
VICI Properties
VICI
$35.5B
$2.3M 0.07%
73,279
+15,664
+27% +$492K
9 10
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