VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $8.86B
1-Year Return 26.43%
This Quarter Return
+15.08%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$8.86B
AUM Growth
+$2.08B
Cap. Flow
+$1.35B
Cap. Flow %
15.21%
Top 10 Hldgs %
31.49%
Holding
2,054
New
215
Increased
1,371
Reduced
346
Closed
109

Top Buys

1
MSFT icon
Microsoft
MSFT
$104M
2
NVDA icon
NVIDIA
NVDA
$85.4M
3
AAPL icon
Apple
AAPL
$44.7M
4
AMZN icon
Amazon
AMZN
$43.7M
5
AVGO icon
Broadcom
AVGO
$41M

Top Sells

1
DFS
Discover Financial Services
DFS
$6.47M
2
VT icon
Vanguard Total World Stock ETF
VT
$3.04M
3
CVX icon
Chevron
CVX
$1.57M
4
IYW icon
iShares US Technology ETF
IYW
$1.26M
5
X
US Steel
X
$1.1M

Sector Composition

1 Technology 32.78%
2 Financials 14.41%
3 Consumer Discretionary 10.16%
4 Healthcare 9.25%
5 Communication Services 9.2%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
DG icon
401
Dollar General
DG
$24.1B
$3.33M 0.04%
29,075
+7,017
+32% +$803K
VTR icon
402
Ventas
VTR
$30.9B
$3.32M 0.04%
52,609
+4,715
+10% +$298K
SE icon
403
Sea Limited
SE
$113B
$3.32M 0.04%
20,758
+7,914
+62% +$1.27M
WAT icon
404
Waters Corp
WAT
$18.2B
$3.31M 0.04%
9,477
+1,368
+17% +$477K
HMC icon
405
Honda
HMC
$44.8B
$3.31M 0.04%
114,728
+25,531
+29% +$736K
ON icon
406
ON Semiconductor
ON
$20.1B
$3.3M 0.04%
63,035
+8,671
+16% +$454K
EXR icon
407
Extra Space Storage
EXR
$31.3B
$3.3M 0.04%
22,257
+2,497
+13% +$370K
LYG icon
408
Lloyds Banking Group
LYG
$64.5B
$3.29M 0.04%
774,145
+71,101
+10% +$302K
NTRS icon
409
Northern Trust
NTRS
$24.3B
$3.28M 0.04%
25,859
+2,571
+11% +$326K
TPR icon
410
Tapestry
TPR
$21.7B
$3.28M 0.04%
37,314
+2,643
+8% +$232K
CSGP icon
411
CoStar Group
CSGP
$37.9B
$3.27M 0.04%
40,616
-2,025
-5% -$163K
ASX icon
412
ASE Group
ASX
$22.8B
$3.25M 0.04%
315,055
+82,103
+35% +$848K
SWKS icon
413
Skyworks Solutions
SWKS
$11.2B
$3.25M 0.04%
43,637
+17,879
+69% +$1.33M
MFC icon
414
Manulife Financial
MFC
$52.1B
$3.25M 0.04%
101,737
+4,992
+5% +$160K
SMCI icon
415
Super Micro Computer
SMCI
$24B
$3.24M 0.04%
66,121
+2,562
+4% +$126K
DDOG icon
416
Datadog
DDOG
$47.5B
$3.23M 0.04%
24,062
+5,609
+30% +$753K
BTI icon
417
British American Tobacco
BTI
$122B
$3.22M 0.04%
68,051
+10,000
+17% +$473K
SBAC icon
418
SBA Communications
SBAC
$21.2B
$3.21M 0.04%
13,659
+3,826
+39% +$899K
VLTO icon
419
Veralto
VLTO
$26.2B
$3.2M 0.04%
31,259
+6,802
+28% +$695K
DOW icon
420
Dow Inc
DOW
$17.4B
$3.18M 0.04%
120,063
+44,273
+58% +$1.17M
BRO icon
421
Brown & Brown
BRO
$31.3B
$3.18M 0.04%
28,579
+3,203
+13% +$356K
EXPD icon
422
Expeditors International
EXPD
$16.4B
$3.16M 0.04%
27,686
-2,431
-8% -$278K
CP icon
423
Canadian Pacific Kansas City
CP
$70.3B
$3.16M 0.04%
39,857
-1,254
-3% -$99.5K
CASY icon
424
Casey's General Stores
CASY
$18.8B
$3.16M 0.04%
6,195
+562
+10% +$287K
GSK icon
425
GSK
GSK
$81.6B
$3.15M 0.04%
82,069
+397
+0.5% +$15.2K
15 16
17
18 19