VPIM
Vanguard Personalized Indexing Management Portfolio holdings
AUM
$10.3B
1-Year Est. Return
32.08%
This Fund
S&P 500
1 Year Est. Return
+32.08%
AUM
$10.3B
AUM Growth
+$487M
(+5%)
Holding
2,091
Top Buys
| 1 | +$19.5M | |
| 2 | +$18.2M | |
| 3 | +$14.3M | |
| 4 |
Eli Lilly
LLY
|
+$13.8M |
| 5 |
JPMorgan Chase
JPM
|
+$9.55M |
Top Sells
| 1 | +$5M | |
| 2 | +$4.87M | |
| 3 | +$4.73M | |
| 4 |
DuPont de Nemours
DD
|
+$3.94M |
| 5 |
Procter & Gamble
PG
|
+$2.89M |
Sector Composition
| 1 | Technology | 33.3% |
| 2 | Financials | 14.31% |
| 3 | Consumer Discretionary | 10.17% |
| 4 | Communication Services | 10.06% |
| 5 | Healthcare | 9.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Home Depot
HD
$369B
| $47.6M | 0.46% |
138,277
-6,761
|
|
||
27
GE Aerospace
GE
$363B
| $44.8M | 0.44% |
145,505
+4,820
|
|
||
28
Micron Technology
MU
$464B
| $44.5M | 0.43% |
156,061
+16,562
|
|
||
29
Caterpillar
CAT
$350B
| $44M | 0.43% |
76,875
+3,512
|
|
||
30
Merck
MRK
$300B
| $40.6M | 0.4% |
385,886
+66,115
|
|
||
|
31
Procter & Gamble
PG
$380B
| $39.3M | 0.38% |
274,296
-19,585
|
|
||
32
Goldman Sachs
GS
$258B
| $39.3M | 0.38% |
44,709
+1,156
|
|
||
33
IBM
IBM
$224B
| $39.1M | 0.38% |
132,028
+4,385
|
|
||
34
RTX Corp
RTX
$285B
| $39.1M | 0.38% |
212,944
+10,426
|
|
||
35
Wells Fargo
WFC
$255B
| $38.4M | 0.38% |
412,511
+17,302
|
|
||
36
UnitedHealth
UNH
$267B
| $38.4M | 0.37% |
116,205
+7,286
|
|
||
37
Lam Research
LRCX
$288B
| $36.9M | 0.36% |
215,549
+9,578
|
|
||
38
Applied Materials
AMAT
$295B
| $36.6M | 0.36% |
142,520
+2,829
|
|
||
39
Coca-Cola
KO
$345B
| $36.1M | 0.35% |
516,484
+19,944
|
|
||
40
TSMC
TSM
$1.91T
| $35.8M | 0.35% |
117,765
+15,889
|
|
||
41
Morgan Stanley
MS
$265B
| $35M | 0.34% |
197,398
+11,064
|
|
||
42
Intuitive Surgical
ISRG
$176B
| $33.9M | 0.33% |
59,901
+6,190
|
|
||
43
Chevron
CVX
$375B
| $33.9M | 0.33% |
222,433
-14,658
|
|
||
44
American Express
AXP
$211B
| $33.5M | 0.33% |
90,670
+6,689
|
|
||
45
TJX Companies
TJX
$178B
| $33.4M | 0.33% |
217,730
+32,782
|
|
||
46
McDonald's
MCD
$238B
| $33.3M | 0.33% |
109,084
+2,895
|
|
||
47
Amphenol
APH
$166B
| $32.9M | 0.32% |
243,345
+164
|
|
||
48
Abbott
ABT
$198B
| $31.9M | 0.31% |
254,740
-20,143
|
|
||
49
Philip Morris
PM
$286B
| $31.1M | 0.3% |
194,149
-2,329
|
|
||
50
Salesforce
CRM
$181B
| $30.9M | 0.3% |
116,780
+4,788
|
|