VPIM
Vanguard Personalized Indexing Management Portfolio holdings
AUM
$8.86B
1-Year Return
26.43%
This Quarter Return
+7.25%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$6.21B
AUM Growth
+$957M
(+18%)
Cap. Flow
+$582M
Cap. Flow
% of AUM
9.37%
Top 10 Holdings %
Top 10 Hldgs %
29.82%
Holding
1,829
New
137
Increased
1,264
Reduced
356
Closed
54
Top Buys
| 1 |
Apple
AAPL
|
+$33.3M |
| 2 |
Microsoft
MSFT
|
+$26M |
| 3 |
NVIDIA
NVDA
|
+$21.8M |
| 4 |
Meta Platforms (Facebook)
META
|
+$15.9M |
| 5 |
Amazon
AMZN
|
+$14.8M |
Top Sells
| 1 |
Intel
INTC
|
+$1.67M |
| 2 |
General Dynamics
GD
|
+$1.4M |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
+$1.17M |
| 4 |
West Pharmaceutical
WST
|
+$1.16M |
| 5 |
WRK
WestRock Company
WRK
|
+$1.16M |
Sector Composition
| 1 | Technology | 31.1% |
| 2 | Financials | 12.99% |
| 3 | Healthcare | 11.47% |
| 4 | Consumer Discretionary | 10.19% |
| 5 | Industrials | 8.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
ING
ING
$71B
| $2.68M | 0.04% |
147,326
+9,389
| +7% | +$171K |
|
377
PG&E
PCG
$32.9B
| $2.67M | 0.04% |
135,166
+16,198
| +14% | +$320K |
|
378
Teradyne
TER
$18.3B
| $2.67M | 0.04% |
19,923
+2,220
| +13% | +$297K |
|
379
VICI Properties
VICI
$35.3B
| $2.66M | 0.04% |
79,904
+9,058
| +13% | +$302K |
|
380
Nasdaq
NDAQ
$54.4B
| $2.65M | 0.04% |
36,326
+5,254
| +17% | +$384K |
|
381
DTE Energy
DTE
$28B
| $2.61M | 0.04% |
20,337
+1,999
| +11% | +$257K |
|
382
Cloudflare
NET
$76.2B
| $2.61M | 0.04% |
32,252
+6,830
| +27% | +$552K |
|
383
Coinbase
COIN
$81.9B
| $2.61M | 0.04% |
14,632
+190
| +1% | +$33.9K |
|
384
Vulcan Materials
VMC
$38.6B
| $2.6M | 0.04% |
10,392
| – | – |
|
385
Evergy
EVRG
$16.4B
| $2.58M | 0.04% |
41,629
+7,578
| +22% | +$470K |
|
386
Assurant
AIZ
$10.7B
| $2.58M | 0.04% |
12,958
+2,259
| +21% | +$449K |
|
387
CoStar Group
CSGP
$37.3B
| $2.56M | 0.04% |
33,887
+5,440
| +19% | +$410K |
|
388
United Airlines
UAL
$34.2B
| $2.55M | 0.04% |
44,737
+192
| +0.4% | +$11K |
|
389
Apollo Global Management
APO
$76.9B
| $2.55M | 0.04% |
20,403
+297
| +1% | +$37.1K |
|
390
Banco Santander
SAN
$145B
| $2.54M | 0.04% |
497,794
+11,977
| +2% | +$61.1K |
|
391
WEC Energy
WEC
$34.6B
| $2.51M | 0.04% |
26,111
+4,655
| +22% | +$448K |
|
392
United Microelectronic
UMC
$17.3B
| $2.51M | 0.04% |
298,196
-3,378
| -1% | -$28.4K |
|
393
Waste Connections
WCN
$45.7B
| $2.51M | 0.04% |
14,012
+853
| +6% | +$153K |
|
394
CrowdStrike
CRWD
$106B
| $2.48M | 0.04% |
8,829
+713
| +9% | +$200K |
|
395
Ford
F
$45.7B
| $2.48M | 0.04% |
234,458
-5,677
| -2% | -$59.9K |
|
396
Banco Bilbao Vizcaya Argentaria
BBVA
$107B
| $2.47M | 0.04% |
228,128
+14,279
| +7% | +$155K |
|
397
Alnylam Pharmaceuticals
ALNY
$63.2B
| $2.47M | 0.04% |
8,978
+1,825
| +26% | +$502K |
|
398
Builders FirstSource
BLDR
$15.5B
| $2.47M | 0.04% |
12,725
+2,485
| +24% | +$482K |
|
399
Veeva Systems
VEEV
$46.3B
| $2.45M | 0.04% |
11,687
+1,299
| +13% | +$273K |
|
400
Dell
DELL
$82B
| $2.45M | 0.04% |
20,685
+1,223
| +6% | +$145K |
|