VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $9.76B
1-Year Est. Return 32.27%
This Quarter Est. Return
1 Year Est. Return
+32.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.76B
AUM Growth
+$903M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,066
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$15.4M
3
+$14.3M
4
MSFT icon
Microsoft
MSFT
+$13.6M
5
AMZN icon
Amazon
AMZN
+$9.62M

Top Sells

1
+$4.87M
2
+$4.85M
3
+$4.58M
4
PARA
Paramount Global Class B
PARA
+$3.78M
5
ACN icon
Accenture
ACN
+$2.68M

Sector Composition

1 Technology 33.85%
2 Financials 13.96%
3 Consumer Discretionary 10.32%
4 Communication Services 9.77%
5 Healthcare 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GE icon
26
GE Aerospace
GE
$305B
$42.4M 0.43%
140,685
+4,753
CSCO icon
27
Cisco
CSCO
$304B
$42.2M 0.43%
615,458
-5,574
UNH icon
28
UnitedHealth
UNH
$294B
$37.6M 0.39%
108,919
+8,421
CVX icon
29
Chevron
CVX
$300B
$37M 0.38%
237,091
+55,511
ABT icon
30
Abbott
ABT
$220B
$36.8M 0.38%
274,883
-3,869
IBM icon
31
IBM
IBM
$282B
$36.4M 0.37%
127,643
-2,975
CAT icon
32
Caterpillar
CAT
$273B
$35M 0.36%
73,363
+2,565
GS icon
33
Goldman Sachs
GS
$245B
$34.7M 0.36%
43,553
+1,346
RTX icon
34
RTX Corp
RTX
$226B
$34M 0.35%
202,518
+3,897
AMD icon
35
Advanced Micro Devices
AMD
$350B
$33.8M 0.35%
208,655
+7,391
WFC icon
36
Wells Fargo
WFC
$271B
$33.1M 0.34%
395,209
+8,795
KO icon
37
Coca-Cola
KO
$304B
$33M 0.34%
496,540
-27,192
MCD icon
38
McDonald's
MCD
$214B
$32.3M 0.33%
106,189
+1,053
PM icon
39
Philip Morris
PM
$241B
$31.9M 0.33%
196,478
-7,072
APH icon
40
Amphenol
APH
$173B
$30.3M 0.31%
243,181
+4,364
NOW icon
41
ServiceNow
NOW
$171B
$29.8M 0.3%
32,312
-593
MS icon
42
Morgan Stanley
MS
$269B
$29.6M 0.3%
186,334
+1,898
INTU icon
43
Intuit
INTU
$177B
$29.2M 0.3%
42,683
-956
AMAT icon
44
Applied Materials
AMAT
$211B
$28.6M 0.29%
139,691
-5,586
TSM icon
45
TSMC
TSM
$1.51T
$28.5M 0.29%
101,876
+8,738
LIN icon
46
Linde
LIN
$191B
$28.1M 0.29%
59,126
+1,312
BKNG icon
47
Booking.com
BKNG
$166B
$28M 0.29%
5,193
+75
AXP icon
48
American Express
AXP
$248B
$27.9M 0.29%
83,981
+2,204
LRCX icon
49
Lam Research
LRCX
$199B
$27.6M 0.28%
205,971
+3,244
ETN icon
50
Eaton
ETN
$129B
$27.5M 0.28%
73,495
-744
1
2
3 4 5