VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $8.86B
1-Year Return 26.43%
This Quarter Return
-2.18%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$6.78B
AUM Growth
+$161M
Cap. Flow
+$471M
Cap. Flow %
6.95%
Top 10 Hldgs %
28.84%
Holding
1,935
New
129
Increased
1,230
Reduced
459
Closed
96

Top Buys

1
AAPL icon
Apple
AAPL
+$27.3M
2
NVDA icon
NVIDIA
NVDA
+$13M
3
AMZN icon
Amazon
AMZN
+$11.5M
4
JNJ icon
Johnson & Johnson
JNJ
+$11.5M
5
META icon
Meta Platforms (Facebook)
META
+$8.49M

Top Sells

1
SUM
Summit Materials, Inc. Class A Common Stock
SUM
+$1.66M
2
VT icon
Vanguard Total World Stock ETF
VT
+$1.57M
3
GIS icon
General Mills
GIS
+$1.25M
4
ALTM
Arcadium Lithium plc
ALTM
+$1.08M
5
LMT icon
Lockheed Martin
LMT
+$889K

Sector Composition

1 Technology 29.44%
2 Financials 14.94%
3 Healthcare 10.98%
4 Consumer Discretionary 10.14%
5 Communication Services 8.57%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
CINF icon
426
Cincinnati Financial
CINF
$23.8B
$2.43M 0.04%
16,423
+2,585
+19% +$382K
HMC icon
427
Honda
HMC
$44.4B
$2.42M 0.04%
89,197
+13,465
+18% +$365K
RDY icon
428
Dr. Reddy's Laboratories
RDY
$12.1B
$2.41M 0.04%
183,018
-7,724
-4% -$102K
VRT icon
429
Vertiv
VRT
$52.2B
$2.41M 0.04%
33,398
+3,407
+11% +$246K
BTI icon
430
British American Tobacco
BTI
$123B
$2.4M 0.04%
58,051
+6,758
+13% +$280K
SU icon
431
Suncor Energy
SU
$51.3B
$2.4M 0.04%
61,862
+2,697
+5% +$104K
LH icon
432
Labcorp
LH
$22.7B
$2.39M 0.04%
10,249
+370
+4% +$86.1K
VLTO icon
433
Veralto
VLTO
$26.3B
$2.38M 0.04%
24,457
+1,534
+7% +$149K
BN icon
434
Brookfield
BN
$100B
$2.38M 0.04%
45,466
+4,967
+12% +$260K
NRG icon
435
NRG Energy
NRG
$31.2B
$2.38M 0.04%
24,925
+2,761
+12% +$264K
KEY icon
436
KeyCorp
KEY
$21.1B
$2.38M 0.04%
148,620
+9,336
+7% +$149K
PINS icon
437
Pinterest
PINS
$24B
$2.37M 0.04%
76,524
+23,508
+44% +$729K
ZION icon
438
Zions Bancorporation
ZION
$8.56B
$2.35M 0.03%
47,189
+222
+0.5% +$11.1K
VO icon
439
Vanguard Mid-Cap ETF
VO
$87.4B
$2.35M 0.03%
9,084
+1,409
+18% +$364K
KB icon
440
KB Financial Group
KB
$30.8B
$2.34M 0.03%
43,277
-284
-0.7% -$15.4K
MAA icon
441
Mid-America Apartment Communities
MAA
$16.6B
$2.33M 0.03%
13,897
+280
+2% +$46.9K
TAK icon
442
Takeda Pharmaceutical
TAK
$48.3B
$2.32M 0.03%
156,353
+55,729
+55% +$829K
STX icon
443
Seagate
STX
$41.1B
$2.32M 0.03%
27,368
+2,274
+9% +$193K
RIO icon
444
Rio Tinto
RIO
$101B
$2.32M 0.03%
38,684
+4,672
+14% +$281K
PFG icon
445
Principal Financial Group
PFG
$17.8B
$2.32M 0.03%
27,518
+3,490
+15% +$294K
ZS icon
446
Zscaler
ZS
$43.4B
$2.32M 0.03%
11,686
+4,215
+56% +$836K
GL icon
447
Globe Life
GL
$11.3B
$2.31M 0.03%
17,570
+1,196
+7% +$158K
LYB icon
448
LyondellBasell Industries
LYB
$17.5B
$2.31M 0.03%
32,846
+3,179
+11% +$224K
WRB icon
449
W.R. Berkley
WRB
$27.4B
$2.31M 0.03%
32,490
+2,552
+9% +$182K
DECK icon
450
Deckers Outdoor
DECK
$16.9B
$2.31M 0.03%
20,672
-4,743
-19% -$530K
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