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
SYY icon
251
Sysco
SYY
$38.7B
$3.35M 0.07%
41,305
+4,066
+11% +$330K
WMB icon
252
Williams Companies
WMB
$70.3B
$3.35M 0.07%
85,888
+8,501
+11% +$331K
HUBB icon
253
Hubbell
HUBB
$23.2B
$3.34M 0.07%
8,041
+520
+7% +$216K
CRH icon
254
CRH
CRH
$74.3B
$3.32M 0.07%
38,463
+6,031
+19% +$520K
TTD icon
255
Trade Desk
TTD
$25.6B
$3.3M 0.07%
37,755
+1,719
+5% +$150K
HAL icon
256
Halliburton
HAL
$18.5B
$3.29M 0.07%
83,554
+13,248
+19% +$522K
DD icon
257
DuPont de Nemours
DD
$32.1B
$3.29M 0.07%
42,855
+2,716
+7% +$208K
OTIS icon
258
Otis Worldwide
OTIS
$34.5B
$3.26M 0.07%
32,814
+6,679
+26% +$663K
TFC icon
259
Truist Financial
TFC
$58.4B
$3.25M 0.07%
83,255
+5,851
+8% +$228K
TEL icon
260
TE Connectivity
TEL
$61.7B
$3.18M 0.07%
21,884
+1,723
+9% +$250K
CTSH icon
261
Cognizant
CTSH
$34.6B
$3.17M 0.07%
43,232
+2,725
+7% +$200K
IT icon
262
Gartner
IT
$18.7B
$3.13M 0.07%
6,559
+835
+15% +$398K
JCI icon
263
Johnson Controls International
JCI
$69.6B
$3.11M 0.07%
47,669
+8,810
+23% +$575K
DECK icon
264
Deckers Outdoor
DECK
$17.1B
$3.11M 0.07%
19,836
-4,110
-17% -$645K
COIN icon
265
Coinbase
COIN
$81.9B
$3.11M 0.07%
11,716
+544
+5% +$144K
HPE icon
266
Hewlett Packard
HPE
$31.5B
$3.1M 0.07%
174,639
-29,360
-14% -$521K
IYW icon
267
iShares US Technology ETF
IYW
$23.3B
$3.08M 0.07%
22,799
+9
+0% +$1.22K
CE icon
268
Celanese
CE
$4.89B
$3.06M 0.07%
17,826
+193
+1% +$33.2K
EA icon
269
Electronic Arts
EA
$41.5B
$3.06M 0.07%
23,030
+1,059
+5% +$140K
HUM icon
270
Humana
HUM
$32.8B
$3.05M 0.07%
8,786
+120
+1% +$41.6K
MUFG icon
271
Mitsubishi UFJ Financial
MUFG
$177B
$3.04M 0.07%
297,379
+55,470
+23% +$567K
OKE icon
272
Oneok
OKE
$45.2B
$3.02M 0.06%
37,627
+7,851
+26% +$629K
ULTA icon
273
Ulta Beauty
ULTA
$23B
$3.02M 0.06%
5,769
+503
+10% +$263K
HUBS icon
274
HubSpot
HUBS
$26.5B
$3M 0.06%
4,793
+301
+7% +$189K
ROK icon
275
Rockwell Automation
ROK
$38.6B
$3M 0.06%
10,299
+592
+6% +$172K
9 10
11
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