VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $8.86B
1-Year Return 26.43%
This Quarter Return
+13.37%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$4.66B
AUM Growth
+$762M
Cap. Flow
+$375M
Cap. Flow %
8.05%
Top 10 Hldgs %
27.78%
Holding
1,683
New
124
Increased
999
Reduced
488
Closed
53

Top Buys

1
MSFT icon
Microsoft
MSFT
+$25.8M
2
NVDA icon
NVIDIA
NVDA
+$16.9M
3
AMZN icon
Amazon
AMZN
+$15.8M
4
AAPL icon
Apple
AAPL
+$12.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.5M

Top Sells

1
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.36M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.69M
3
SCHF icon
Schwab International Equity ETF
SCHF
+$1.63M
4
BLDR icon
Builders FirstSource
BLDR
+$1.51M
5
SPLK
Splunk Inc
SPLK
+$1.46M

Sector Composition

1 Technology 29.78%
2 Financials 12.98%
3 Healthcare 11.83%
4 Consumer Discretionary 10.68%
5 Industrials 8.87%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
KMI icon
401
Kinder Morgan
KMI
$60.8B
$1.94M 0.04%
105,539
+4,426
+4% +$81.2K
WEC icon
402
WEC Energy
WEC
$35.2B
$1.93M 0.04%
23,465
+3,477
+17% +$286K
TXT icon
403
Textron
TXT
$14.4B
$1.92M 0.04%
19,997
+816
+4% +$78.3K
CAG icon
404
Conagra Brands
CAG
$9.27B
$1.92M 0.04%
64,650
-6,724
-9% -$199K
XEL icon
405
Xcel Energy
XEL
$42.8B
$1.91M 0.04%
35,471
-7,281
-17% -$391K
GPN icon
406
Global Payments
GPN
$20.6B
$1.91M 0.04%
14,257
+5,246
+58% +$701K
UAL icon
407
United Airlines
UAL
$34.8B
$1.9M 0.04%
39,680
-8,246
-17% -$395K
ARE icon
408
Alexandria Real Estate Equities
ARE
$14.3B
$1.87M 0.04%
14,533
+1,871
+15% +$241K
KEY icon
409
KeyCorp
KEY
$21.1B
$1.87M 0.04%
118,223
+522
+0.4% +$8.25K
PFG icon
410
Principal Financial Group
PFG
$17.8B
$1.87M 0.04%
21,641
-4,929
-19% -$425K
HWM icon
411
Howmet Aerospace
HWM
$74.1B
$1.87M 0.04%
27,259
+5,531
+25% +$378K
DDOG icon
412
Datadog
DDOG
$48.5B
$1.85M 0.04%
14,937
+834
+6% +$103K
AXON icon
413
Axon Enterprise
AXON
$58.7B
$1.84M 0.04%
5,892
+689
+13% +$216K
CNI icon
414
Canadian National Railway
CNI
$57.7B
$1.84M 0.04%
13,956
+3,289
+31% +$433K
JHX icon
415
James Hardie Industries plc
JHX
$11.5B
$1.83M 0.04%
45,334
+6,446
+17% +$261K
EIX icon
416
Edison International
EIX
$21.4B
$1.83M 0.04%
25,851
+2,064
+9% +$146K
CTRA icon
417
Coterra Energy
CTRA
$18.6B
$1.83M 0.04%
65,487
-23,306
-26% -$650K
FBIN icon
418
Fortune Brands Innovations
FBIN
$7.05B
$1.82M 0.04%
21,501
-2,456
-10% -$208K
NTAP icon
419
NetApp
NTAP
$24.7B
$1.82M 0.04%
17,327
+998
+6% +$105K
MGM icon
420
MGM Resorts International
MGM
$9.79B
$1.82M 0.04%
38,513
+875
+2% +$41.3K
PINS icon
421
Pinterest
PINS
$24B
$1.81M 0.04%
52,086
+7,498
+17% +$260K
DELL icon
422
Dell
DELL
$84.2B
$1.8M 0.04%
15,802
+1,220
+8% +$139K
WAT icon
423
Waters Corp
WAT
$17.4B
$1.8M 0.04%
5,223
+924
+21% +$318K
CLX icon
424
Clorox
CLX
$15.1B
$1.79M 0.04%
11,718
+3,420
+41% +$524K
VTRS icon
425
Viatris
VTRS
$11.9B
$1.79M 0.04%
149,884
-80,895
-35% -$966K
15 16
17
18 19