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
DTE icon
351
DTE Energy
DTE
$28B
$3.17M 0.05%
22,903
-6
-0% -$830
GSK icon
352
GSK
GSK
$82.1B
$3.16M 0.05%
81,672
+16,748
+26% +$649K
COIN icon
353
Coinbase
COIN
$81.9B
$3.16M 0.05%
18,344
+1,537
+9% +$265K
BRO icon
354
Brown & Brown
BRO
$30.8B
$3.16M 0.05%
25,376
+1,389
+6% +$173K
IR icon
355
Ingersoll Rand
IR
$31.9B
$3.15M 0.05%
39,404
+2,157
+6% +$173K
L icon
356
Loews
L
$19.9B
$3.1M 0.05%
33,734
-3,145
-9% -$289K
MCHP icon
357
Microchip Technology
MCHP
$35.2B
$3.09M 0.05%
63,830
+16,605
+35% +$804K
NDAQ icon
358
Nasdaq
NDAQ
$54.4B
$3.09M 0.05%
40,683
+2,214
+6% +$168K
HUBB icon
359
Hubbell
HUBB
$23.2B
$3.03M 0.04%
9,165
-133
-1% -$44K
SNOW icon
360
Snowflake
SNOW
$76.4B
$3.03M 0.04%
20,736
+4,606
+29% +$673K
MFC icon
361
Manulife Financial
MFC
$52.2B
$3.01M 0.04%
96,745
+14,074
+17% +$438K
NXPI icon
362
NXP Semiconductors
NXPI
$56.9B
$3.01M 0.04%
15,853
+3,797
+31% +$722K
KHC icon
363
Kraft Heinz
KHC
$31.6B
$3M 0.04%
98,583
-1,775
-2% -$54K
WAT icon
364
Waters Corp
WAT
$18.4B
$2.99M 0.04%
8,109
+686
+9% +$253K
BIIB icon
365
Biogen
BIIB
$20.7B
$2.97M 0.04%
21,702
+44
+0.2% +$6.02K
CMS icon
366
CMS Energy
CMS
$21.2B
$2.96M 0.04%
39,343
+2,674
+7% +$201K
JBL icon
367
Jabil
JBL
$22.4B
$2.95M 0.04%
21,676
+1,044
+5% +$142K
ALC icon
368
Alcon
ALC
$39B
$2.95M 0.04%
31,036
+4,715
+18% +$448K
EME icon
369
Emcor
EME
$27.8B
$2.94M 0.04%
7,964
+419
+6% +$155K
SCCO icon
370
Southern Copper
SCCO
$84B
$2.94M 0.04%
32,051
+680
+2% +$62.3K
EXR icon
371
Extra Space Storage
EXR
$30.8B
$2.93M 0.04%
19,760
+1,297
+7% +$193K
HPE icon
372
Hewlett Packard
HPE
$31.5B
$2.93M 0.04%
190,103
-33,623
-15% -$519K
RF icon
373
Regions Financial
RF
$24.1B
$2.92M 0.04%
134,297
+8,752
+7% +$190K
ORI icon
374
Old Republic International
ORI
$10B
$2.91M 0.04%
74,278
-6,906
-9% -$271K
FOXA icon
375
Fox Class A
FOXA
$27.8B
$2.9M 0.04%
51,226
+3,446
+7% +$195K
13 14
15
16 17