VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $8.86B
1-Year Return 26.43%
This Quarter Return
-1.98%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$3.35B
AUM Growth
+$81M
Cap. Flow
+$189M
Cap. Flow %
5.65%
Top 10 Hldgs %
25.76%
Holding
1,575
New
108
Increased
952
Reduced
410
Closed
94

Top Buys

1
MSFT icon
Microsoft
MSFT
+$15.3M
2
AAPL icon
Apple
AAPL
+$14.9M
3
AMZN icon
Amazon
AMZN
+$10.5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.76M
5
NVDA icon
NVIDIA
NVDA
+$7.05M

Top Sells

1
JNJ icon
Johnson & Johnson
JNJ
+$2.51M
2
C icon
Citigroup
C
+$1.68M
3
VTV icon
Vanguard Value ETF
VTV
+$1.45M
4
BMY icon
Bristol-Myers Squibb
BMY
+$979K
5
NEE icon
NextEra Energy, Inc.
NEE
+$969K

Sector Composition

1 Technology 28.29%
2 Healthcare 12.71%
3 Financials 12.4%
4 Consumer Discretionary 10.99%
5 Industrials 8.91%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
CMA icon
451
Comerica
CMA
$8.88B
$1.27M 0.04%
30,463
+1,474
+5% +$61.2K
LUV icon
452
Southwest Airlines
LUV
$16.7B
$1.26M 0.04%
46,567
+3,159
+7% +$85.5K
SPLK
453
DELISTED
Splunk Inc
SPLK
$1.26M 0.04%
8,619
+256
+3% +$37.4K
EME icon
454
Emcor
EME
$27.9B
$1.26M 0.04%
5,989
+942
+19% +$198K
VTRS icon
455
Viatris
VTRS
$12.2B
$1.26M 0.04%
127,710
+16,785
+15% +$166K
AN icon
456
AutoNation
AN
$8.57B
$1.26M 0.04%
8,303
-347
-4% -$52.5K
MGM icon
457
MGM Resorts International
MGM
$9.8B
$1.26M 0.04%
34,193
+336
+1% +$12.4K
GL icon
458
Globe Life
GL
$11.4B
$1.26M 0.04%
11,555
-247
-2% -$26.9K
IP icon
459
International Paper
IP
$25B
$1.26M 0.04%
35,386
-5,810
-14% -$206K
NVR icon
460
NVR
NVR
$23.6B
$1.25M 0.04%
210
+12
+6% +$71.6K
WU icon
461
Western Union
WU
$2.79B
$1.25M 0.04%
94,575
+3,031
+3% +$39.9K
MKC icon
462
McCormick & Company Non-Voting
MKC
$18.8B
$1.24M 0.04%
16,456
-1,497
-8% -$113K
LH icon
463
Labcorp
LH
$23B
$1.24M 0.04%
6,188
+200
+3% +$40.2K
NET icon
464
Cloudflare
NET
$76.2B
$1.24M 0.04%
19,736
+239
+1% +$15.1K
BBY icon
465
Best Buy
BBY
$16.2B
$1.24M 0.04%
17,887
-359
-2% -$24.9K
STLA icon
466
Stellantis
STLA
$25.8B
$1.24M 0.04%
64,952
+10,237
+19% +$196K
WTW icon
467
Willis Towers Watson
WTW
$32.1B
$1.24M 0.04%
5,919
-1,745
-23% -$365K
AMG icon
468
Affiliated Managers Group
AMG
$6.57B
$1.24M 0.04%
9,478
+158
+2% +$20.6K
WRB icon
469
W.R. Berkley
WRB
$27.5B
$1.24M 0.04%
29,181
+688
+2% +$29.1K
CAG icon
470
Conagra Brands
CAG
$9.3B
$1.22M 0.04%
44,600
-7,700
-15% -$211K
CRL icon
471
Charles River Laboratories
CRL
$7.97B
$1.22M 0.04%
6,236
-362
-5% -$70.9K
EQT icon
472
EQT Corp
EQT
$31.4B
$1.22M 0.04%
30,085
-592
-2% -$24K
PINS icon
473
Pinterest
PINS
$24.8B
$1.22M 0.04%
45,142
+1,181
+3% +$31.9K
ZBH icon
474
Zimmer Biomet
ZBH
$20.7B
$1.22M 0.04%
10,855
+1,065
+11% +$120K
STX icon
475
Seagate
STX
$40.7B
$1.21M 0.04%
18,391
+3,080
+20% +$203K
17 18
19
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