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
CP icon
376
Canadian Pacific Kansas City
CP
$69.9B
$2.89M 0.04%
41,111
+5,875
+17% +$412K
G icon
377
Genpact
G
$7.71B
$2.88M 0.04%
57,241
-2,492
-4% -$126K
EFX icon
378
Equifax
EFX
$31.2B
$2.88M 0.04%
11,831
+527
+5% +$128K
HUM icon
379
Humana
HUM
$32.8B
$2.87M 0.04%
10,837
+1,809
+20% +$479K
F icon
380
Ford
F
$45.7B
$2.87M 0.04%
285,838
+104,047
+57% +$1.04M
TYL icon
381
Tyler Technologies
TYL
$24.5B
$2.86M 0.04%
4,924
+634
+15% +$369K
AVB icon
382
AvalonBay Communities
AVB
$27.8B
$2.85M 0.04%
13,265
-373
-3% -$80.1K
KDP icon
383
Keurig Dr Pepper
KDP
$37.5B
$2.84M 0.04%
82,867
-1,019
-1% -$34.9K
IQV icon
384
IQVIA
IQV
$32.2B
$2.82M 0.04%
15,981
-2,248
-12% -$396K
CTRA icon
385
Coterra Energy
CTRA
$18.2B
$2.81M 0.04%
97,399
+451
+0.5% +$13K
VMC icon
386
Vulcan Materials
VMC
$39.5B
$2.8M 0.04%
12,020
+1,025
+9% +$239K
MOH icon
387
Molina Healthcare
MOH
$9.51B
$2.8M 0.04%
8,512
+977
+13% +$322K
HAL icon
388
Halliburton
HAL
$18.5B
$2.79M 0.04%
110,138
+13,666
+14% +$347K
ATO icon
389
Atmos Energy
ATO
$26.3B
$2.79M 0.04%
18,069
-137
-0.8% -$21.2K
HSY icon
390
Hershey
HSY
$38B
$2.78M 0.04%
16,257
-1,741
-10% -$298K
CVNA icon
391
Carvana
CVNA
$51.8B
$2.77M 0.04%
13,261
+1,187
+10% +$248K
MTB icon
392
M&T Bank
MTB
$31.1B
$2.76M 0.04%
15,437
+1,313
+9% +$235K
WAB icon
393
Wabtec
WAB
$32.6B
$2.75M 0.04%
15,170
+942
+7% +$171K
DOV icon
394
Dover
DOV
$24.4B
$2.75M 0.04%
15,654
-42
-0.3% -$7.38K
EXPE icon
395
Expedia Group
EXPE
$26.9B
$2.73M 0.04%
16,249
+1,592
+11% +$268K
FTV icon
396
Fortive
FTV
$16.2B
$2.71M 0.04%
37,091
+3,508
+10% +$257K
IP icon
397
International Paper
IP
$25B
$2.69M 0.04%
50,445
+3,544
+8% +$189K
LYG icon
398
Lloyds Banking Group
LYG
$65.9B
$2.69M 0.04%
703,044
+76,341
+12% +$292K
ACGL icon
399
Arch Capital
ACGL
$33.9B
$2.68M 0.04%
27,885
+1,695
+6% +$163K
OMC icon
400
Omnicom Group
OMC
$15.3B
$2.68M 0.04%
32,344
-880
-3% -$73K
14 15
16
17 18