VPIM
Vanguard Personalized Indexing Management Portfolio holdings
AUM
$8.86B
1-Year Return
26.43%
This Quarter Return
+9.52%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$955M
AUM Growth
+$295M
(+45%)
Cap. Flow
+$245M
Cap. Flow
% of AUM
25.62%
Top 10 Holdings %
Top 10 Hldgs %
18.96%
Holding
1,008
New
284
Increased
430
Reduced
165
Closed
112
Top Buys
| 1 |
Microsoft
MSFT
|
+$7.25M |
| 2 |
Apple
AAPL
|
+$6.93M |
| 3 |
Amazon
AMZN
|
+$5.85M |
| 4 |
Adobe
ADBE
|
+$4.02M |
| 5 |
Meta Platforms (Facebook)
META
|
+$3.87M |
Top Sells
| 1 |
TSMC
TSM
|
+$3.6M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$2.42M |
| 3 |
Walmart
WMT
|
+$1.92M |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$1.84M |
| 5 |
Chunghwa Telecom
CHT
|
+$1.82M |
Sector Composition
| 1 | Technology | 24.59% |
| 2 | Financials | 13% |
| 3 | Healthcare | 12.15% |
| 4 | Consumer Discretionary | 10.56% |
| 5 | Communication Services | 8.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Microchip Technology
MCHP
$35B
| $531K | 0.06% |
7,098
-2,652
| -27% | -$198K |
|
452
ASE Group
ASX
$24.6B
| $529K | 0.06% |
65,727
-31,271
| -32% | -$252K |
|
453
Lamar Advertising Co
LAMR
$12.9B
| $529K | 0.06% |
+5,066
| New | +$529K |
|
454
Palantir
PLTR
$395B
| $529K | 0.06% |
+20,050
| New | +$529K |
|
455
Lyft
LYFT
$7.95B
| $528K | 0.06% |
+8,735
| New | +$528K |
|
|
WRK
456
DELISTED
WestRock Company
WRK
| $525K | 0.06% |
9,861
+5,839
| +145% | +$311K |
|
|
PXD
457
DELISTED
Pioneer Natural Resource Co.
PXD
| $524K | 0.05% |
3,222
+698
| +28% | +$114K |
|
458
Skyworks Solutions
SWKS
$10.8B
| $523K | 0.05% |
2,728
-987
| -27% | -$189K |
|
459
Annaly Capital Management
NLY
$14.2B
| $522K | 0.05% |
14,694
+6,374
| +77% | +$226K |
|
460
Lattice Semiconductor
LSCC
$9.1B
| $519K | 0.05% |
+9,231
| New | +$519K |
|
461
Vistra
VST
$71.6B
| $518K | 0.05% |
+27,934
| New | +$518K |
|
462
Trex
TREX
$6.47B
| $517K | 0.05% |
5,056
+2,304
| +84% | +$236K |
|
463
Entegris
ENTG
$12B
| $515K | 0.05% |
4,191
+1,452
| +53% | +$178K |
|
464
Elastic
ESTC
$9.53B
| $515K | 0.05% |
+3,534
| New | +$515K |
|
465
Molina Healthcare
MOH
$9.55B
| $515K | 0.05% |
+2,034
| New | +$515K |
|
466
RH
RH
$4.38B
| $514K | 0.05% |
757
+229
| +43% | +$155K |
|
467
Hershey
HSY
$37.3B
| $513K | 0.05% |
2,944
-133
| -4% | -$23.2K |
|
468
Zimmer Biomet
ZBH
$20.4B
| $511K | 0.05% |
3,272
+447
| +16% | +$69.8K |
|
469
Quest Diagnostics
DGX
$20.2B
| $510K | 0.05% |
3,867
+1,209
| +45% | +$159K |
|
470
Essex Property Trust
ESS
$17.1B
| $508K | 0.05% |
1,692
+835
| +97% | +$251K |
|
471
Vertex Pharmaceuticals
VRTX
$100B
| $508K | 0.05% |
2,521
-1,749
| -41% | -$352K |
|
472
Guidewire Software
GWRE
$21.3B
| $506K | 0.05% |
+4,487
| New | +$506K |
|
473
Fortive
FTV
$16.2B
| $506K | 0.05% |
7,254
+3,505
| +93% | +$244K |
|
474
Sanofi
SNY
$115B
| $505K | 0.05% |
9,595
-1,081
| -10% | -$56.9K |
|
475
Texas Pacific Land
TPL
$21.3B
| $504K | 0.05% |
+945
| New | +$504K |
|