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
$9.76B
AUM Growth
+$903M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,066
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$14.4M
3
+$13.4M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12.3M
5
AMZN icon
Amazon
AMZN
+$9.91M

Top Sells

1
+$4.87M
2
+$4.85M
3
+$4.65M
4
PARA
Paramount Global Class B
PARA
+$3.78M
5
ACN icon
Accenture
ACN
+$2.83M

Sector Composition

1 Technology 33.82%
2 Financials 13.98%
3 Consumer Discretionary 10.32%
4 Communication Services 9.77%
5 Healthcare 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MTB icon
376
M&T Bank
MTB
$35.7B
$3.86M 0.04%
19,476
+767
VTR icon
377
Ventas
VTR
$40.8B
$3.81M 0.04%
54,468
+1,859
CFG icon
378
Citizens Financial Group
CFG
$27.7B
$3.81M 0.04%
71,517
+1,739
ODFL icon
379
Old Dominion Freight Line
ODFL
$42.1B
$3.81M 0.04%
27,026
-4,933
GSK icon
380
GSK
GSK
$119B
$3.8M 0.04%
88,084
+6,015
BCS icon
381
Barclays
BCS
$89.6B
$3.8M 0.04%
183,690
+4,739
IR icon
382
Ingersoll Rand
IR
$37.4B
$3.78M 0.04%
45,727
-319
FOXA icon
383
Fox Class A
FOXA
$24.3B
$3.78M 0.04%
59,872
+6,646
ASX icon
384
ASE Group
ASX
$52.4B
$3.77M 0.04%
340,388
+25,333
SE icon
385
Sea Limited
SE
$68.1B
$3.76M 0.04%
21,050
+292
EFX icon
386
Equifax
EFX
$23.8B
$3.75M 0.04%
14,622
+243
LYG icon
387
Lloyds Banking Group
LYG
$84.5B
$3.74M 0.04%
822,758
+48,613
EXPE icon
388
Expedia Group
EXPE
$24.9B
$3.72M 0.04%
17,380
+101
VLTO icon
389
Veralto
VLTO
$23.1B
$3.7M 0.04%
34,264
+3,005
CSGP icon
390
CoStar Group
CSGP
$21.1B
$3.69M 0.04%
43,786
+3,170
CCL icon
391
Carnival Corp
CCL
$44.2B
$3.67M 0.04%
127,005
+2,637
HMC icon
392
Honda
HMC
$39.3B
$3.66M 0.04%
118,697
+3,969
STE icon
393
Steris
STE
$24.6B
$3.65M 0.04%
14,735
+2,150
CASY icon
394
Casey's General Stores
CASY
$24.7B
$3.64M 0.04%
6,439
+244
FIX icon
395
Comfort Systems
FIX
$51.6B
$3.63M 0.04%
4,403
+252
EXPD icon
396
Expeditors International
EXPD
$20.9B
$3.63M 0.04%
29,620
+1,934
BN icon
397
Brookfield
BN
$103B
$3.63M 0.04%
79,289
+3,756
L icon
398
Loews
L
$22.6B
$3.62M 0.04%
36,010
-1,479
ATO icon
399
Atmos Energy
ATO
$29.9B
$3.57M 0.04%
20,888
+1,801
OTIS icon
400
Otis Worldwide
OTIS
$36B
$3.56M 0.04%
38,841
-6,687
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16
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