VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $8.86B
1-Year Return 26.43%
This Quarter Return
+4.71%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$6.62B
AUM Growth
+$411M
Cap. Flow
+$305M
Cap. Flow %
4.61%
Top 10 Hldgs %
32.47%
Holding
1,907
New
132
Increased
1,119
Reduced
537
Closed
101

Top Buys

1
AAPL icon
Apple
AAPL
$19.7M
2
NVDA icon
NVIDIA
NVDA
$19.7M
3
MSFT icon
Microsoft
MSFT
$17.9M
4
AMZN icon
Amazon
AMZN
$17.5M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
$12.9M

Top Sells

1
JNJ icon
Johnson & Johnson
JNJ
$4.91M
2
MRO
Marathon Oil Corporation
MRO
$4.52M
3
PEP icon
PepsiCo
PEP
$3.25M
4
AGR
Avangrid, Inc.
AGR
$2.45M
5
ADBE icon
Adobe
ADBE
$2.31M

Sector Composition

1 Technology 32.07%
2 Financials 13.78%
3 Consumer Discretionary 11.16%
4 Healthcare 9.78%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
LHX icon
276
L3Harris
LHX
$51B
$4.15M 0.06%
19,738
-1,055
-5% -$222K
SYY icon
277
Sysco
SYY
$39.4B
$4.1M 0.06%
53,608
+6,902
+15% +$528K
UL icon
278
Unilever
UL
$158B
$4.1M 0.06%
72,278
+1,032
+1% +$58.5K
XYL icon
279
Xylem
XYL
$34.2B
$4.03M 0.06%
34,762
-1,527
-4% -$177K
K icon
280
Kellanova
K
$27.8B
$4.02M 0.06%
49,697
+211
+0.4% +$17.1K
WIT icon
281
Wipro
WIT
$28.6B
$4.01M 0.06%
1,133,642
+23,444
+2% +$83K
STT icon
282
State Street
STT
$32B
$4.01M 0.06%
40,847
+2,790
+7% +$274K
ANSS
283
DELISTED
Ansys
ANSS
$3.96M 0.06%
11,733
+1,361
+13% +$459K
HUBS icon
284
HubSpot
HUBS
$25.7B
$3.95M 0.06%
5,665
+359
+7% +$250K
NUE icon
285
Nucor
NUE
$33.8B
$3.93M 0.06%
33,668
-296
-0.9% -$34.5K
BBY icon
286
Best Buy
BBY
$16.1B
$3.92M 0.06%
45,726
+1,483
+3% +$127K
IT icon
287
Gartner
IT
$18.6B
$3.9M 0.06%
8,049
+286
+4% +$139K
HUBB icon
288
Hubbell
HUBB
$23.2B
$3.89M 0.06%
9,298
+195
+2% +$81.7K
FERG icon
289
Ferguson
FERG
$47.8B
$3.87M 0.06%
22,307
-1,939
-8% -$337K
CHTR icon
290
Charter Communications
CHTR
$35.7B
$3.84M 0.06%
11,209
+51
+0.5% +$17.5K
FITB icon
291
Fifth Third Bancorp
FITB
$30.2B
$3.84M 0.06%
90,740
+1,646
+2% +$69.6K
CCI icon
292
Crown Castle
CCI
$41.9B
$3.82M 0.06%
42,113
-6,971
-14% -$633K
CHD icon
293
Church & Dwight Co
CHD
$23.3B
$3.81M 0.06%
36,376
+1,682
+5% +$176K
CAH icon
294
Cardinal Health
CAH
$35.7B
$3.8M 0.06%
32,155
+6,746
+27% +$798K
DVN icon
295
Devon Energy
DVN
$22.1B
$3.78M 0.06%
115,357
+24,063
+26% +$788K
DOC icon
296
Healthpeak Properties
DOC
$12.8B
$3.76M 0.06%
185,707
+13,414
+8% +$272K
ROK icon
297
Rockwell Automation
ROK
$38.2B
$3.76M 0.06%
13,146
+1,635
+14% +$467K
APO icon
298
Apollo Global Management
APO
$75.3B
$3.7M 0.06%
22,424
+2,021
+10% +$334K
OTIS icon
299
Otis Worldwide
OTIS
$34.1B
$3.69M 0.06%
39,840
+3,180
+9% +$295K
GDDY icon
300
GoDaddy
GDDY
$20.1B
$3.69M 0.06%
18,688
+369
+2% +$72.8K
10 11
12
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