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
HPQ icon
301
HP
HPQ
$26.6B
$2.71M 0.06%
89,598
+3,979
+5% +$120K
VST icon
302
Vistra
VST
$71.1B
$2.7M 0.06%
38,780
-4,532
-10% -$316K
PSA icon
303
Public Storage
PSA
$50.9B
$2.69M 0.06%
9,272
+2,088
+29% +$606K
F icon
304
Ford
F
$45.3B
$2.69M 0.06%
202,419
+60,324
+42% +$801K
MPWR icon
305
Monolithic Power Systems
MPWR
$41.2B
$2.69M 0.06%
3,967
+178
+5% +$121K
FICO icon
306
Fair Isaac
FICO
$37.1B
$2.69M 0.06%
2,150
+42
+2% +$52.5K
SRE icon
307
Sempra
SRE
$53.2B
$2.68M 0.06%
37,355
+664
+2% +$47.7K
DASH icon
308
DoorDash
DASH
$110B
$2.68M 0.06%
19,478
+681
+4% +$93.8K
MDB icon
309
MongoDB
MDB
$27.3B
$2.68M 0.06%
7,471
-213
-3% -$76.4K
HSY icon
310
Hershey
HSY
$37.3B
$2.67M 0.06%
13,719
+126
+0.9% +$24.5K
UL icon
311
Unilever
UL
$154B
$2.64M 0.06%
52,594
+8,887
+20% +$446K
HMC icon
312
Honda
HMC
$44.5B
$2.63M 0.06%
70,762
+23,787
+51% +$886K
MTD icon
313
Mettler-Toledo International
MTD
$26B
$2.61M 0.06%
1,964
+370
+23% +$493K
JBL icon
314
Jabil
JBL
$23B
$2.61M 0.06%
19,451
-6,521
-25% -$873K
EXPD icon
315
Expeditors International
EXPD
$16.3B
$2.59M 0.06%
21,326
-321
-1% -$39K
BKR icon
316
Baker Hughes
BKR
$46.2B
$2.59M 0.06%
77,326
+10,031
+15% +$336K
HSBC icon
317
HSBC
HSBC
$237B
$2.59M 0.06%
65,760
+10,882
+20% +$428K
XYZ
318
Block, Inc.
XYZ
$45.3B
$2.58M 0.06%
30,479
+2,227
+8% +$188K
MRNA icon
319
Moderna
MRNA
$9.62B
$2.58M 0.06%
24,165
+8,023
+50% +$855K
STLD icon
320
Steel Dynamics
STLD
$19.4B
$2.57M 0.06%
17,369
-1,446
-8% -$214K
BBY icon
321
Best Buy
BBY
$16.1B
$2.57M 0.06%
31,374
+6,243
+25% +$512K
VMC icon
322
Vulcan Materials
VMC
$38.9B
$2.57M 0.06%
9,416
+1,848
+24% +$504K
CHT icon
323
Chunghwa Telecom
CHT
$34.4B
$2.57M 0.06%
65,607
+14,683
+29% +$575K
DAL icon
324
Delta Air Lines
DAL
$40B
$2.55M 0.05%
53,326
+3,281
+7% +$157K
MELI icon
325
Mercado Libre
MELI
$119B
$2.55M 0.05%
1,685
+4
+0.2% +$6.05K
11 12
13
14 15