VPIM
Vanguard Personalized Indexing Management Portfolio holdings
AUM
$8.86B
1-Year Return
26.43%
This Quarter Return
+10.65%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$2.88B
AUM Growth
+$456M
(+19%)
Cap. Flow
+$284M
Cap. Flow
% of AUM
9.85%
Top 10 Holdings %
Top 10 Hldgs %
21.94%
Holding
1,528
New
249
Increased
847
Reduced
360
Closed
62
Top Buys
| 1 |
Amazon
AMZN
|
+$10.3M |
| 2 |
Apple
AAPL
|
+$8.58M |
| 3 |
Tesla
TSLA
|
+$7.97M |
| 4 |
NVIDIA
NVDA
|
+$6.89M |
| 5 |
Meta Platforms (Facebook)
META
|
+$6.73M |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
+$6.21M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$5.97M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$5.34M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
+$2.95M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$2.57M |
Sector Composition
| 1 | Technology | 26.43% |
| 2 | Healthcare | 13.48% |
| 3 | Financials | 12.37% |
| 4 | Consumer Discretionary | 10.93% |
| 5 | Industrials | 9.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Knight Transportation
KNX
$6.76B
| $1.19M | 0.04% |
20,953
+2,312
| +12% | +$131K |
|
452
Banco Santander
SAN
$148B
| $1.18M | 0.04% |
320,967
+103,548
| +48% | +$382K |
|
453
Woodside Energy
WDS
$31.4B
| $1.18M | 0.04% |
52,610
+3,706
| +8% | +$83.1K |
|
454
Clorox
CLX
$15.1B
| $1.18M | 0.04% |
7,457
+710
| +11% | +$112K |
|
455
Snap-on
SNA
$16.9B
| $1.17M | 0.04% |
4,743
+134
| +3% | +$33.1K |
|
456
Ventas
VTR
$31.5B
| $1.16M | 0.04% |
26,798
+1,531
| +6% | +$66.4K |
|
457
Skyworks Solutions
SWKS
$10.9B
| $1.16M | 0.04% |
9,837
+721
| +8% | +$85.1K |
|
458
Performance Food Group
PFGC
$16.3B
| $1.16M | 0.04% |
19,223
+1,572
| +9% | +$94.9K |
|
459
Rexford Industrial Realty
REXR
$10.1B
| $1.15M | 0.04% |
19,347
+3,213
| +20% | +$192K |
|
460
AutoNation
AN
$8.42B
| $1.15M | 0.04% |
8,586
+1,467
| +21% | +$197K |
|
461
Weyerhaeuser
WY
$18.1B
| $1.15M | 0.04% |
38,236
-14,327
| -27% | -$432K |
|
462
Service Corp International
SCI
$11B
| $1.15M | 0.04% |
16,735
+4,309
| +35% | +$296K |
|
463
MGM Resorts International
MGM
$9.79B
| $1.15M | 0.04% |
25,874
-5,720
| -18% | -$254K |
|
464
Entergy
ETR
$39.5B
| $1.15M | 0.04% |
21,308
+5,946
| +39% | +$320K |
|
465
Badger Meter
BMI
$5.23B
| $1.15M | 0.04% |
9,414
+1,064
| +13% | +$130K |
|
466
Shinhan Financial Group
SHG
$23.7B
| $1.14M | 0.04% |
42,372
+564
| +1% | +$15.2K |
|
467
AB InBev
BUD
$115B
| $1.14M | 0.04% |
17,097
+5,224
| +44% | +$349K |
|
468
Five Below
FIVE
$8.05B
| $1.14M | 0.04% |
5,537
+2,939
| +113% | +$605K |
|
469
Best Buy
BBY
$16.1B
| $1.13M | 0.04% |
14,421
+2,531
| +21% | +$198K |
|
470
CMS Energy
CMS
$21.3B
| $1.13M | 0.04% |
18,347
+3,494
| +24% | +$214K |
|
471
Atmos Energy
ATO
$26.3B
| $1.12M | 0.04% |
10,002
+419
| +4% | +$47.1K |
|
472
Assurant
AIZ
$10.6B
| $1.12M | 0.04% |
9,352
+759
| +9% | +$91.1K |
|
473
Seagate
STX
$41.1B
| $1.12M | 0.04% |
16,971
+5,489
| +48% | +$363K |
|
474
Labcorp
LH
$22.7B
| $1.12M | 0.04% |
5,687
+1,095
| +24% | +$216K |
|
475
Synchrony
SYF
$27.8B
| $1.12M | 0.04% |
38,466
+1,410
| +4% | +$41K |
|