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
ED icon
326
Consolidated Edison
ED
$35B
$2.54M 0.05%
27,971
-3,566
-11% -$324K
SNY icon
327
Sanofi
SNY
$115B
$2.54M 0.05%
52,189
+6,856
+15% +$333K
LYB icon
328
LyondellBasell Industries
LYB
$17.5B
$2.53M 0.05%
24,784
+353
+1% +$36.1K
GEHC icon
329
GE HealthCare
GEHC
$34.7B
$2.51M 0.05%
27,664
+2,745
+11% +$250K
ADM icon
330
Archer Daniels Midland
ADM
$29.5B
$2.5M 0.05%
39,841
-1,534
-4% -$96.4K
SCCO icon
331
Southern Copper
SCCO
$82.9B
$2.47M 0.05%
24,388
+2,234
+10% +$227K
LNG icon
332
Cheniere Energy
LNG
$52.1B
$2.46M 0.05%
15,280
-1,068
-7% -$172K
CHTR icon
333
Charter Communications
CHTR
$35.9B
$2.46M 0.05%
8,478
+189
+2% +$54.9K
RELX icon
334
RELX
RELX
$82.4B
$2.45M 0.05%
56,502
+9,020
+19% +$390K
SHOP icon
335
Shopify
SHOP
$185B
$2.44M 0.05%
31,640
+4,894
+18% +$378K
STT icon
336
State Street
STT
$31.4B
$2.44M 0.05%
31,544
-2,022
-6% -$156K
XYL icon
337
Xylem
XYL
$33.5B
$2.43M 0.05%
18,787
+2,721
+17% +$352K
BBVA icon
338
Banco Bilbao Vizcaya Argentaria
BBVA
$109B
$2.42M 0.05%
204,314
+18,038
+10% +$214K
STZ icon
339
Constellation Brands
STZ
$25.2B
$2.42M 0.05%
8,892
+1,612
+22% +$438K
TRGP icon
340
Targa Resources
TRGP
$35.2B
$2.41M 0.05%
21,547
+1,146
+6% +$128K
RIO icon
341
Rio Tinto
RIO
$101B
$2.4M 0.05%
37,657
+2,390
+7% +$152K
LKQ icon
342
LKQ Corp
LKQ
$8.26B
$2.4M 0.05%
44,939
+2,036
+5% +$109K
SNOW icon
343
Snowflake
SNOW
$76.6B
$2.4M 0.05%
14,850
+308
+2% +$49.8K
CRWD icon
344
CrowdStrike
CRWD
$107B
$2.4M 0.05%
7,482
-612
-8% -$196K
VRSK icon
345
Verisk Analytics
VRSK
$36.7B
$2.37M 0.05%
10,060
+627
+7% +$148K
CP icon
346
Canadian Pacific Kansas City
CP
$68.4B
$2.35M 0.05%
26,651
+3,248
+14% +$286K
NET icon
347
Cloudflare
NET
$77.7B
$2.33M 0.05%
24,092
+1,247
+5% +$121K
ASX icon
348
ASE Group
ASX
$24.6B
$2.33M 0.05%
211,817
+16,101
+8% +$177K
FTV icon
349
Fortive
FTV
$16.2B
$2.33M 0.05%
27,051
+4,101
+18% +$353K
AWK icon
350
American Water Works
AWK
$27B
$2.32M 0.05%
19,021
+469
+3% +$57.3K
12 13
14
15 16