VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $8.86B
1-Year Return 26.43%
This Quarter Return
+13.01%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$3.9B
AUM Growth
+$552M
Cap. Flow
+$174M
Cap. Flow %
4.46%
Top 10 Hldgs %
26.33%
Holding
1,660
New
179
Increased
810
Reduced
567
Closed
101

Top Buys

1
AAPL icon
Apple
AAPL
+$13.2M
2
MSFT icon
Microsoft
MSFT
+$12.9M
3
AMZN icon
Amazon
AMZN
+$10.5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.49M
5
V icon
Visa
V
+$3.83M

Top Sells

1
ATVI
Activision Blizzard Inc.
ATVI
+$4.91M
2
JNJ icon
Johnson & Johnson
JNJ
+$3.08M
3
DHR icon
Danaher
DHR
+$3.03M
4
CVX icon
Chevron
CVX
+$3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.91M

Sector Composition

1 Technology 29.42%
2 Financials 12.75%
3 Healthcare 11.89%
4 Consumer Discretionary 11.02%
5 Industrials 8.92%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SMCI icon
401
Super Micro Computer
SMCI
$26.7B
$1.69M 0.04%
59,560
-11,740
-16% -$334K
FTV icon
402
Fortive
FTV
$16.6B
$1.69M 0.04%
22,950
+260
+1% +$19.1K
WEC icon
403
WEC Energy
WEC
$35.6B
$1.68M 0.04%
19,988
-2,345
-11% -$197K
MGM icon
404
MGM Resorts International
MGM
$9.36B
$1.68M 0.04%
37,638
+3,445
+10% +$154K
X
405
DELISTED
US Steel
X
$1.68M 0.04%
34,501
+9,126
+36% +$444K
BG icon
406
Bunge Global
BG
$16.3B
$1.68M 0.04%
16,594
+2,287
+16% +$231K
STLA icon
407
Stellantis
STLA
$27B
$1.67M 0.04%
71,715
+6,763
+10% +$158K
VST icon
408
Vistra
VST
$71B
$1.67M 0.04%
43,312
+1,485
+4% +$57.2K
SHG icon
409
Shinhan Financial Group
SHG
$23.9B
$1.67M 0.04%
54,167
-1,463
-3% -$45K
KB icon
410
KB Financial Group
KB
$31B
$1.66M 0.04%
40,066
-25,169
-39% -$1.04M
PINS icon
411
Pinterest
PINS
$23.9B
$1.65M 0.04%
44,588
-554
-1% -$20.5K
SBAC icon
412
SBA Communications
SBAC
$21.5B
$1.65M 0.04%
6,507
+1,626
+33% +$413K
L icon
413
Loews
L
$20.3B
$1.65M 0.04%
23,711
+1,386
+6% +$96.5K
DT icon
414
Dynatrace
DT
$14.8B
$1.65M 0.04%
30,123
+5,595
+23% +$306K
KDP icon
415
Keurig Dr Pepper
KDP
$36.9B
$1.65M 0.04%
49,388
-1,400
-3% -$46.6K
WCN icon
416
Waste Connections
WCN
$45.5B
$1.65M 0.04%
11,022
-592
-5% -$88.4K
WSO icon
417
Watsco
WSO
$15.4B
$1.64M 0.04%
3,838
+482
+14% +$207K
PDD icon
418
Pinduoduo
PDD
$178B
$1.64M 0.04%
11,220
+921
+9% +$135K
EFX icon
419
Equifax
EFX
$31.6B
$1.64M 0.04%
6,638
-1,343
-17% -$332K
CSL icon
420
Carlisle Companies
CSL
$15.9B
$1.64M 0.04%
5,246
+1,113
+27% +$348K
GDDY icon
421
GoDaddy
GDDY
$20.1B
$1.64M 0.04%
15,413
+9,862
+178% +$1.05M
OSK icon
422
Oshkosh
OSK
$8.78B
$1.64M 0.04%
15,090
-725
-5% -$78.6K
SCHF icon
423
Schwab International Equity ETF
SCHF
$51.3B
$1.63M 0.04%
+87,992
New +$1.63M
KEYS icon
424
Keysight
KEYS
$29.2B
$1.62M 0.04%
10,204
-4,253
-29% -$677K
DOV icon
425
Dover
DOV
$23.7B
$1.62M 0.04%
10,546
-8,416
-44% -$1.29M
15 16
17
18 19