VPIM
Vanguard Personalized Indexing Management Portfolio holdings
AUM
$8.86B
1-Year Return
26.43%
This Quarter Return
+7.25%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$6.21B
AUM Growth
+$957M
(+18%)
Cap. Flow
+$582M
Cap. Flow
% of AUM
9.37%
Top 10 Holdings %
Top 10 Hldgs %
29.82%
Holding
1,829
New
137
Increased
1,264
Reduced
356
Closed
54
Top Buys
| 1 |
Apple
AAPL
|
+$33.3M |
| 2 |
Microsoft
MSFT
|
+$26M |
| 3 |
NVIDIA
NVDA
|
+$21.8M |
| 4 |
Meta Platforms (Facebook)
META
|
+$15.9M |
| 5 |
Amazon
AMZN
|
+$14.8M |
Top Sells
| 1 |
Intel
INTC
|
+$1.67M |
| 2 |
General Dynamics
GD
|
+$1.4M |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
+$1.17M |
| 4 |
West Pharmaceutical
WST
|
+$1.16M |
| 5 |
WRK
WestRock Company
WRK
|
+$1.16M |
Sector Composition
| 1 | Technology | 31.1% |
| 2 | Financials | 12.99% |
| 3 | Healthcare | 11.47% |
| 4 | Consumer Discretionary | 10.19% |
| 5 | Industrials | 8.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
United Therapeutics
UTHR
$18.3B
| $2.45M | 0.04% |
6,840
+337
| +5% | +$121K |
|
402
Constellation Brands
STZ
$25.7B
| $2.45M | 0.04% |
9,498
-1,177
| -11% | -$303K |
|
|
AGR
403
DELISTED
Avangrid, Inc.
AGR
| $2.45M | 0.04% |
68,368
+5,980
| +10% | +$214K |
|
404
Archer Daniels Midland
ADM
$29.9B
| $2.44M | 0.04% |
40,810
-7,975
| -16% | -$476K |
|
405
Clorox
CLX
$15.4B
| $2.43M | 0.04% |
14,919
+3,236
| +28% | +$527K |
|
406
Edison International
EIX
$20.5B
| $2.43M | 0.04% |
27,882
+638
| +2% | +$55.6K |
|
407
VeriSign
VRSN
$26.4B
| $2.42M | 0.04% |
12,734
-754
| -6% | -$143K |
|
408
Fortive
FTV
$16.2B
| $2.42M | 0.04% |
30,643
+2,243
| +8% | +$177K |
|
409
Tyler Technologies
TYL
$24.5B
| $2.4M | 0.04% |
4,120
+593
| +17% | +$346K |
|
410
AB InBev
BUD
$116B
| $2.4M | 0.04% |
36,272
+2,466
| +7% | +$163K |
|
411
Illumina
ILMN
$15.1B
| $2.4M | 0.04% |
18,394
+7,763
| +73% | +$1.01M |
|
412
Sprouts Farmers Market
SFM
$13.3B
| $2.4M | 0.04% |
21,698
+2,236
| +11% | +$247K |
|
413
Infosys
INFY
$70.5B
| $2.4M | 0.04% |
107,553
+78,835
| +275% | +$1.76M |
|
414
Brown & Brown
BRO
$30.8B
| $2.39M | 0.04% |
23,097
+3,584
| +18% | +$371K |
|
|
415
West Pharmaceutical
WST
$18.2B
| $2.38M | 0.04% |
7,926
-3,876
| -33% | -$1.16M |
|
416
M&T Bank
MTB
$31.1B
| $2.35M | 0.04% |
13,199
+1,669
| +14% | +$297K |
|
417
Broadridge
BR
$29.7B
| $2.35M | 0.04% |
10,923
+1,994
| +22% | +$429K |
|
418
AES
AES
$9.06B
| $2.35M | 0.04% |
116,917
+8,411
| +8% | +$169K |
|
419
Jabil
JBL
$22.4B
| $2.34M | 0.04% |
19,548
-308
| -2% | -$36.9K |
|
420
Toll Brothers
TOL
$14.3B
| $2.34M | 0.04% |
15,136
+1,185
| +8% | +$183K |
|
421
MongoDB
MDB
$26.9B
| $2.33M | 0.04% |
8,626
+1,471
| +21% | +$398K |
|
422
PPG Industries
PPG
$25.2B
| $2.33M | 0.04% |
17,602
+1,736
| +11% | +$230K |
|
423
Steel Dynamics
STLD
$19.8B
| $2.33M | 0.04% |
18,473
-798
| -4% | -$101K |
|
424
Veralto
VLTO
$26.5B
| $2.33M | 0.04% |
20,815
+2,927
| +16% | +$327K |
|
425
lululemon athletica
LULU
$19.6B
| $2.32M | 0.04% |
8,554
-283
| -3% | -$76.8K |
|