VPIM
Vanguard Personalized Indexing Management Portfolio holdings
AUM
$9.76B
1-Year Est. Return
32.27%
1 Year Est. Return
+32.27%
AUM
$8.86B
AUM Growth
+$2.08B
(+31%)
Holding
2,054
Top Buys
| 1 | +$104M | |
| 2 | +$85.4M | |
| 3 | +$44.7M | |
| 4 |
Amazon
AMZN
|
+$43.7M |
| 5 |
Broadcom
AVGO
|
+$41M |
Top Sells
| 1 | +$6.47M | |
| 2 | +$3.04M | |
| 3 | +$1.57M | |
| 4 |
iShares US Technology ETF
IYW
|
+$1.26M |
| 5 |
X
US Steel
X
|
+$1.1M |
Sector Composition
| 1 | Technology | 32.78% |
| 2 | Financials | 14.41% |
| 3 | Consumer Discretionary | 10.16% |
| 4 | Healthcare | 9.26% |
| 5 | Communication Services | 9.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
Pinterest
PINS
$18.3B
| $3.15M | 0.04% |
87,849
+11,325
|
|
||
427
Citizens Financial Group
CFG
$22.2B
| $3.13M | 0.04% |
69,778
+7,003
|
|
||
428
Takeda Pharmaceutical
TAK
$43.2B
| $3.13M | 0.04% |
202,312
+45,959
|
|
||
429
Brookfield
BN
$103B
| $3.12M | 0.04% |
75,533
+7,334
|
|
||
430
Interactive Brokers
IBKR
$31.4B
| $3.1M | 0.04% |
55,982
+650
|
|
||
431
Steel Dynamics
STLD
$22.2B
| $3.06M | 0.03% |
23,874
+3,327
|
|
||
432
Evercore
EVR
$11.9B
| $3.03M | 0.03% |
11,206
+1,509
|
|
||
433
Tyler Technologies
TYL
$19.9B
| $3.02M | 0.03% |
5,098
+174
|
|
||
434
Steris
STE
$26B
| $3.02M | 0.03% |
12,585
+4,128
|
|
||
435
Okta
OKTA
$15B
| $3.02M | 0.03% |
30,197
+6,718
|
|
||
436
AvalonBay Communities
AVB
$25.3B
| $3.01M | 0.03% |
14,796
+1,531
|
|
||
|
RAL
437
Ralliant Corp
RAL
$5.26B
| $3.01M | 0.03% |
+52,463
|
|
||
438
Alibaba
BABA
$397B
| $3M | 0.03% |
26,432
+6,424
|
|
||
439
CMS Energy
CMS
$22.3B
| $3M | 0.03% |
43,250
+3,907
|
|
||
440
Fox Class A
FOXA
$29.3B
| $2.98M | 0.03% |
53,226
+2,000
|
|
||
441
Old Republic International
ORI
$10.2B
| $2.96M | 0.03% |
77,051
+2,773
|
|
||
442
GE HealthCare
GEHC
$33.3B
| $2.96M | 0.03% |
39,030
-1,329
|
|
||
443
Thomson Reuters
TRI
$61.2B
| $2.95M | 0.03% |
14,566
+1,981
|
|
||
444
Atmos Energy
ATO
$28.4B
| $2.94M | 0.03% |
19,087
+1,018
|
|
||
445
Illumina
ILMN
$18.6B
| $2.94M | 0.03% |
30,828
+18,500
|
|
||
446
SEI Investments
SEIC
$10.2B
| $2.94M | 0.03% |
32,704
+6,041
|
|
||
447
W.R. Berkley
WRB
$28.5B
| $2.94M | 0.03% |
39,456
+6,966
|
|
||
448
Twilio
TWLO
$19.4B
| $2.93M | 0.03% |
23,521
+4,172
|
|
||
449
Expedia Group
EXPE
$31.9B
| $2.92M | 0.03% |
17,279
+1,030
|
|
||
450
Ares Management
ARES
$33.9B
| $2.9M | 0.03% |
16,765
+1,103
|
|