VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $8.86B
1-Year Return 26.43%
This Quarter Return
+5.34%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$5.25B
AUM Growth
+$593M
Cap. Flow
+$521M
Cap. Flow %
9.92%
Top 10 Hldgs %
31.51%
Holding
1,778
New
148
Increased
1,217
Reduced
313
Closed
86

Top Buys

1
MSFT icon
Microsoft
MSFT
+$33.7M
2
AAPL icon
Apple
AAPL
+$32.4M
3
NVDA icon
NVIDIA
NVDA
+$30.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$20.7M
5
AMZN icon
Amazon
AMZN
+$17.6M

Top Sells

1
PXD
Pioneer Natural Resource Co.
PXD
+$6.11M
2
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
+$1.4M
3
JNJ icon
Johnson & Johnson
JNJ
+$1.3M
4
GE icon
GE Aerospace
GE
+$1.14M
5
ERF
Enerplus Corporation
ERF
+$860K

Sector Composition

1 Technology 32.24%
2 Financials 12.5%
3 Healthcare 11.33%
4 Consumer Discretionary 10.09%
5 Communication Services 8.56%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
UTHR icon
401
United Therapeutics
UTHR
$18B
$2.07M 0.04%
6,503
+1,187
+22% +$378K
FTV icon
402
Fortive
FTV
$16.2B
$2.06M 0.04%
28,400
+1,349
+5% +$98K
PCG icon
403
PG&E
PCG
$34B
$2.04M 0.04%
118,968
+14,680
+14% +$252K
MFG icon
404
Mizuho Financial
MFG
$83.8B
$2.04M 0.04%
496,982
+76,862
+18% +$315K
VICI icon
405
VICI Properties
VICI
$35.4B
$2.02M 0.04%
70,846
+5,366
+8% +$153K
VTR icon
406
Ventas
VTR
$31.4B
$2.01M 0.04%
39,234
+5,081
+15% +$260K
DDOG icon
407
Datadog
DDOG
$49.4B
$2M 0.04%
15,423
+486
+3% +$63K
DTE icon
408
DTE Energy
DTE
$28B
$2M 0.04%
18,338
+2,452
+15% +$267K
PPG icon
409
PPG Industries
PPG
$24.6B
$1.98M 0.04%
15,866
+5,352
+51% +$669K
SNOW icon
410
Snowflake
SNOW
$76.3B
$1.97M 0.04%
14,615
-235
-2% -$31.7K
BUD icon
411
AB InBev
BUD
$115B
$1.96M 0.04%
33,806
+4,849
+17% +$281K
EIX icon
412
Edison International
EIX
$21.2B
$1.96M 0.04%
27,244
+1,393
+5% +$100K
GDDY icon
413
GoDaddy
GDDY
$20.3B
$1.96M 0.04%
13,998
+2,227
+19% +$311K
CFG icon
414
Citizens Financial Group
CFG
$22.5B
$1.95M 0.04%
54,203
+9,850
+22% +$355K
TTWO icon
415
Take-Two Interactive
TTWO
$45.2B
$1.92M 0.04%
12,488
+3,231
+35% +$498K
HAS icon
416
Hasbro
HAS
$10.9B
$1.92M 0.04%
32,888
+2,845
+9% +$166K
VRT icon
417
Vertiv
VRT
$53.1B
$1.91M 0.04%
22,407
+2,897
+15% +$247K
AES icon
418
AES
AES
$9.12B
$1.91M 0.04%
108,506
+12,520
+13% +$220K
ALC icon
419
Alcon
ALC
$38.8B
$1.9M 0.04%
22,022
+2,961
+16% +$256K
VEEV icon
420
Veeva Systems
VEEV
$45.1B
$1.9M 0.04%
10,388
+819
+9% +$150K
VTI icon
421
Vanguard Total Stock Market ETF
VTI
$533B
$1.89M 0.04%
7,054
-1,450
-17% -$388K
ZION icon
422
Zions Bancorporation
ZION
$8.5B
$1.89M 0.04%
43,505
+5,598
+15% +$243K
JHG icon
423
Janus Henderson
JHG
$6.95B
$1.87M 0.04%
55,516
+5,754
+12% +$194K
NDAQ icon
424
Nasdaq
NDAQ
$54.3B
$1.86M 0.04%
31,072
+3,133
+11% +$187K
MFC icon
425
Manulife Financial
MFC
$52.5B
$1.86M 0.04%
69,901
+13,069
+23% +$347K
15 16
17
18 19