VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $8.86B
1-Year Return 26.43%
This Quarter Return
-2.18%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$6.78B
AUM Growth
+$161M
Cap. Flow
+$471M
Cap. Flow %
6.95%
Top 10 Hldgs %
28.84%
Holding
1,935
New
129
Increased
1,230
Reduced
459
Closed
96

Top Buys

1
AAPL icon
Apple
AAPL
+$27.3M
2
NVDA icon
NVIDIA
NVDA
+$13M
3
AMZN icon
Amazon
AMZN
+$11.5M
4
JNJ icon
Johnson & Johnson
JNJ
+$11.5M
5
META icon
Meta Platforms (Facebook)
META
+$8.49M

Top Sells

1
SUM
Summit Materials, Inc. Class A Common Stock
SUM
+$1.66M
2
VT icon
Vanguard Total World Stock ETF
VT
+$1.57M
3
GIS icon
General Mills
GIS
+$1.25M
4
ALTM
Arcadium Lithium plc
ALTM
+$1.08M
5
LMT icon
Lockheed Martin
LMT
+$889K

Sector Composition

1 Technology 29.44%
2 Financials 14.94%
3 Healthcare 10.98%
4 Consumer Discretionary 10.14%
5 Communication Services 8.57%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
GDDY icon
326
GoDaddy
GDDY
$20.5B
$3.47M 0.05%
19,282
+594
+3% +$107K
VT icon
327
Vanguard Total World Stock ETF
VT
$52.2B
$3.46M 0.05%
29,874
-13,578
-31% -$1.57M
EVRG icon
328
Evergy
EVRG
$16.3B
$3.46M 0.05%
50,222
+1,514
+3% +$104K
BR icon
329
Broadridge
BR
$29.7B
$3.4M 0.05%
14,043
+1,448
+11% +$351K
VEEV icon
330
Veeva Systems
VEEV
$46.3B
$3.39M 0.05%
14,632
+2,049
+16% +$475K
CSGP icon
331
CoStar Group
CSGP
$37.3B
$3.38M 0.05%
42,641
+10,807
+34% +$856K
HPQ icon
332
HP
HPQ
$27.4B
$3.37M 0.05%
121,795
+10,831
+10% +$300K
KEYS icon
333
Keysight
KEYS
$29.1B
$3.37M 0.05%
22,500
+3,534
+19% +$529K
SRE icon
334
Sempra
SRE
$51.8B
$3.36M 0.05%
47,083
-3,691
-7% -$263K
SFM icon
335
Sprouts Farmers Market
SFM
$13.6B
$3.35M 0.05%
21,921
+654
+3% +$99.8K
TROW icon
336
T Rowe Price
TROW
$23.8B
$3.32M 0.05%
36,188
+3,852
+12% +$354K
WCN icon
337
Waste Connections
WCN
$45.9B
$3.32M 0.05%
16,994
+2,202
+15% +$430K
WIT icon
338
Wipro
WIT
$28.8B
$3.31M 0.05%
1,080,617
-53,025
-5% -$162K
DAL icon
339
Delta Air Lines
DAL
$40.3B
$3.3M 0.05%
75,580
+810
+1% +$35.3K
VTR icon
340
Ventas
VTR
$30.9B
$3.29M 0.05%
47,894
+3,480
+8% +$239K
PARA
341
DELISTED
Paramount Global Class B
PARA
$3.29M 0.05%
275,253
+67,035
+32% +$802K
A icon
342
Agilent Technologies
A
$36.3B
$3.29M 0.05%
28,093
-6,589
-19% -$771K
MTD icon
343
Mettler-Toledo International
MTD
$27.1B
$3.28M 0.05%
2,777
+57
+2% +$67.3K
TTWO icon
344
Take-Two Interactive
TTWO
$45.9B
$3.27M 0.05%
15,792
+2,909
+23% +$603K
GEHC icon
345
GE HealthCare
GEHC
$35.7B
$3.26M 0.05%
40,359
+4,875
+14% +$393K
IX icon
346
ORIX
IX
$29.8B
$3.26M 0.05%
155,816
+11,916
+8% +$249K
LEN icon
347
Lennar Class A
LEN
$36.9B
$3.25M 0.05%
28,336
+3,856
+16% +$443K
LULU icon
348
lululemon athletica
LULU
$19.9B
$3.25M 0.05%
11,485
+174
+2% +$49.3K
TEAM icon
349
Atlassian
TEAM
$45.3B
$3.24M 0.05%
15,269
+1,926
+14% +$409K
BBY icon
350
Best Buy
BBY
$16.3B
$3.19M 0.05%
43,389
-2,337
-5% -$172K
12 13
14
15 16