VPIM
Vanguard Personalized Indexing Management Portfolio holdings
AUM
$9.76B
1-Year Est. Return
32.27%
1 Year Est. Return
+32.27%
AUM
$9.76B
AUM Growth
+$903M
(+10%)
Holding
2,066
Top Buys
| 1 | +$29.8M | |
| 2 | +$15.4M | |
| 3 | +$14.3M | |
| 4 |
Microsoft
MSFT
|
+$13.6M |
| 5 |
Amazon
AMZN
|
+$9.62M |
Top Sells
| 1 | +$4.87M | |
| 2 | +$4.85M | |
| 3 | +$4.58M | |
| 4 |
PARA
Paramount Global Class B
PARA
|
+$3.78M |
| 5 |
Accenture
ACN
|
+$2.68M |
Sector Composition
| 1 | Technology | 33.85% |
| 2 | Financials | 13.96% |
| 3 | Consumer Discretionary | 10.32% |
| 4 | Communication Services | 9.77% |
| 5 | Healthcare | 8.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Baker Hughes
BKR
$48.8B
| $5.77M | 0.06% |
118,427
+3,317
|
|
||
277
Schwab US Large- Cap ETF
SCHX
$62.7B
| $5.76M | 0.06% |
218,496
-1,468
|
|
||
278
DuPont de Nemours
DD
$16.6B
| $5.74M | 0.06% |
175,937
+13,790
|
|
||
279
Snowflake
SNOW
$88B
| $5.74M | 0.06% |
25,429
+278
|
|
||
280
Williams-Sonoma
WSM
$21.3B
| $5.73M | 0.06% |
29,315
-58
|
|
||
281
Xcel Energy
XEL
$46.8B
| $5.67M | 0.06% |
70,278
+5,047
|
|
||
282
Chunghwa Telecom
CHT
$32.1B
| $5.64M | 0.06% |
129,205
+10,749
|
|
||
283
Sysco
SYY
$35.6B
| $5.63M | 0.06% |
68,395
+7,588
|
|
||
284
Delta Air Lines
DAL
$42.5B
| $5.55M | 0.06% |
97,757
+7,376
|
|
||
285
iShares Core S&P 500 ETF
IVV
$731B
| $5.52M | 0.06% |
8,249
+891
|
|
||
286
Tractor Supply
TSCO
$28.1B
| $5.52M | 0.06% |
97,084
+5,433
|
|
||
287
Unum
UNM
$12.4B
| $5.46M | 0.06% |
70,174
-3,450
|
|
||
288
Rockwell Automation
ROK
$43.9B
| $5.45M | 0.06% |
15,523
+775
|
|
||
289
ORIX
IX
$30.7B
| $5.43M | 0.06% |
207,869
+26,412
|
|
||
290
Alibaba
BABA
$384B
| $5.43M | 0.06% |
30,361
+3,929
|
|
||
291
Biogen
BIIB
$26.4B
| $5.42M | 0.06% |
38,674
+3,746
|
|
||
292
Vulcan Materials
VMC
$38.3B
| $5.39M | 0.06% |
17,533
+1,261
|
|
||
293
Dell
DELL
$91.1B
| $5.39M | 0.06% |
37,985
-259
|
|
||
294
Ferrari
RACE
$68.5B
| $5.38M | 0.06% |
11,072
+473
|
|
||
295
Copart
CPRT
$37.7B
| $5.36M | 0.05% |
119,096
-429
|
|
||
296
HDFC Bank
HDB
$184B
| $5.34M | 0.05% |
156,188
-19,294
|
|
||
297
Crown Castle
CCI
$38.4B
| $5.32M | 0.05% |
55,123
-4,671
|
|
||
298
MSCI
MSCI
$41.1B
| $5.31M | 0.05% |
9,356
-443
|
|
||
299
Verisk Analytics
VRSK
$31.3B
| $5.29M | 0.05% |
21,046
-1,231
|
|
||
300
Jabil
JBL
$22.7B
| $5.29M | 0.05% |
24,361
+146
|
|