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
KHC icon
276
Kraft Heinz
KHC
$31.3B
$2.99M 0.06%
81,072
-8,172
-9% -$302K
CSGP icon
277
CoStar Group
CSGP
$36.5B
$2.95M 0.06%
30,549
+5,935
+24% +$573K
OMC icon
278
Omnicom Group
OMC
$14.7B
$2.94M 0.06%
30,379
-76
-0.2% -$7.35K
EL icon
279
Estee Lauder
EL
$31.7B
$2.94M 0.06%
19,062
+5,456
+40% +$841K
BP icon
280
BP
BP
$89.2B
$2.92M 0.06%
77,542
+3,103
+4% +$117K
CTVA icon
281
Corteva
CTVA
$49B
$2.91M 0.06%
50,531
+13,269
+36% +$765K
DLR icon
282
Digital Realty Trust
DLR
$59.2B
$2.89M 0.06%
20,031
+1,801
+10% +$259K
PEG icon
283
Public Service Enterprise Group
PEG
$40.6B
$2.88M 0.06%
43,093
+3,713
+9% +$248K
MLM icon
284
Martin Marietta Materials
MLM
$37.2B
$2.87M 0.06%
4,680
+633
+16% +$389K
TSCO icon
285
Tractor Supply
TSCO
$31B
$2.85M 0.06%
54,490
+4,885
+10% +$256K
FITB icon
286
Fifth Third Bancorp
FITB
$30.3B
$2.85M 0.06%
76,646
+3,578
+5% +$133K
ON icon
287
ON Semiconductor
ON
$19.7B
$2.82M 0.06%
38,364
-1,506
-4% -$111K
IR icon
288
Ingersoll Rand
IR
$32.2B
$2.8M 0.06%
29,494
+2,026
+7% +$192K
TROW icon
289
T Rowe Price
TROW
$23.6B
$2.8M 0.06%
22,938
+5,073
+28% +$619K
RYAAY icon
290
Ryanair
RYAAY
$31.1B
$2.79M 0.06%
47,888
+8,808
+23% +$513K
SPOT icon
291
Spotify
SPOT
$145B
$2.78M 0.06%
10,516
+92
+0.9% +$24.3K
NXPI icon
292
NXP Semiconductors
NXPI
$56B
$2.77M 0.06%
11,175
+1,115
+11% +$276K
CBRE icon
293
CBRE Group
CBRE
$48.6B
$2.77M 0.06%
28,469
+3,225
+13% +$314K
WIT icon
294
Wipro
WIT
$29.5B
$2.75M 0.06%
957,944
+107,772
+13% +$310K
ALGN icon
295
Align Technology
ALGN
$9.77B
$2.75M 0.06%
8,386
+1,435
+21% +$471K
ES icon
296
Eversource Energy
ES
$23.8B
$2.75M 0.06%
46,004
-17,917
-28% -$1.07M
ANSS
297
DELISTED
Ansys
ANSS
$2.75M 0.06%
7,914
+687
+10% +$238K
EXC icon
298
Exelon
EXC
$43.6B
$2.74M 0.06%
72,903
+13,131
+22% +$493K
PLTR icon
299
Palantir
PLTR
$397B
$2.73M 0.06%
118,624
+7,522
+7% +$173K
CAH icon
300
Cardinal Health
CAH
$35.8B
$2.72M 0.06%
24,264
+5,334
+28% +$597K
10 11
12
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