VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $10.3B
1-Year Est. Return 32.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.3B
AUM Growth
+$487M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,091
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$18.2M
3
+$14.3M
4
LLY icon
Eli Lilly
LLY
+$13.8M
5
JPM icon
JPMorgan Chase
JPM
+$9.55M

Top Sells

1
+$5M
2
+$4.87M
3
+$4.73M
4
DD icon
DuPont de Nemours
DD
+$3.94M
5
PG icon
Procter & Gamble
PG
+$2.89M

Sector Composition

1 Technology 33.3%
2 Financials 14.31%
3 Consumer Discretionary 10.17%
4 Communication Services 10.06%
5 Healthcare 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EQT icon
351
EQT Corp
EQT
$38.2B
$4.35M 0.04%
81,242
+2,712
MCHP icon
352
Microchip Technology
MCHP
$38B
$4.35M 0.04%
68,328
-4,508
MDB icon
353
MongoDB
MDB
$20.2B
$4.33M 0.04%
10,319
+1,420
CFG icon
354
Citizens Financial Group
CFG
$25.6B
$4.33M 0.04%
74,099
+2,582
QQQ icon
355
Invesco QQQ Trust
QQQ
$401B
$4.32M 0.04%
7,031
-508
ES icon
356
Eversource Energy
ES
$28.2B
$4.31M 0.04%
63,964
-649
BTI icon
357
British American Tobacco
BTI
$132B
$4.3M 0.04%
75,911
-1,537
DOV icon
358
Dover
DOV
$29.9B
$4.22M 0.04%
21,623
+2,528
WTW icon
359
Willis Towers Watson
WTW
$28.9B
$4.22M 0.04%
12,832
-96
MTB icon
360
M&T Bank
MTB
$32.7B
$4.18M 0.04%
20,737
+1,261
ILMN icon
361
Illumina
ILMN
$19.8B
$4.18M 0.04%
31,841
+233
INFY icon
362
Infosys
INFY
$58.1B
$4.16M 0.04%
233,556
+54,497
CNC icon
363
Centene
CNC
$22.1B
$4.15M 0.04%
100,889
+2,603
STLD icon
364
Steel Dynamics
STLD
$28.5B
$4.15M 0.04%
24,474
+1,366
TD icon
365
Toronto Dominion Bank
TD
$166B
$4.13M 0.04%
43,887
+4,636
AWK icon
366
American Water Works
AWK
$26.6B
$4.13M 0.04%
31,643
-5,204
WIT icon
367
Wipro
WIT
$22.9B
$4.1M 0.04%
1,442,841
+373,384
TWLO icon
368
Twilio
TWLO
$18.6B
$4.1M 0.04%
28,805
+6,391
KMB icon
369
Kimberly-Clark
KMB
$35B
$4.08M 0.04%
40,484
-11,807
EME icon
370
Emcor
EME
$33.2B
$4.08M 0.04%
6,661
-1,043
CCL icon
371
Carnival Corp
CCL
$39B
$4.07M 0.04%
133,409
+6,404
EVR icon
372
Evercore
EVR
$12.5B
$4.06M 0.04%
11,932
+450
WEC icon
373
WEC Energy
WEC
$38.1B
$4.02M 0.04%
38,151
-3,749
RBLX icon
374
Roblox
RBLX
$47.5B
$4M 0.04%
49,319
-1,641
WDAY icon
375
Workday
WDAY
$37.8B
$3.99M 0.04%
18,576
-5,992
13 14
15
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