VPIM
Vanguard Personalized Indexing Management Portfolio holdings
AUM
$9.76B
1-Year Est. Return
32.27%
1 Year Est. Return
+32.27%
AUM
$8.86B
AUM Growth
+$2.08B
(+31%)
Holding
2,054
Top Buys
| 1 | +$104M | |
| 2 | +$85.4M | |
| 3 | +$44.7M | |
| 4 |
Amazon
AMZN
|
+$43.7M |
| 5 |
Broadcom
AVGO
|
+$41M |
Top Sells
| 1 | +$6.47M | |
| 2 | +$3.04M | |
| 3 | +$1.57M | |
| 4 |
iShares US Technology ETF
IYW
|
+$1.26M |
| 5 |
X
US Steel
X
|
+$1.1M |
Sector Composition
| 1 | Technology | 32.78% |
| 2 | Financials | 14.41% |
| 3 | Consumer Discretionary | 10.16% |
| 4 | Healthcare | 9.26% |
| 5 | Communication Services | 9.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Palantir
PLTR
$417B
| $40.1M | 0.45% |
294,476
+59,219
|
|
||
27
IBM
IBM
$292B
| $38.9M | 0.44% |
130,618
+19,071
|
|
||
28
Abbott
ABT
$217B
| $37.9M | 0.43% |
278,752
+51,655
|
|
||
29
Philip Morris
PM
$233B
| $37.1M | 0.42% |
203,550
+44,473
|
|
||
30
Coca-Cola
KO
$297B
| $37.1M | 0.42% |
523,732
+84,674
|
|
||
31
GE Aerospace
GE
$322B
| $35.1M | 0.4% |
135,932
+20,275
|
|
||
32
Intuit
INTU
$182B
| $34.4M | 0.39% |
43,639
+10,528
|
|
||
33
ServiceNow
NOW
$179B
| $33.9M | 0.38% |
32,905
+4,904
|
|
||
34
Salesforce
CRM
$228B
| $32.7M | 0.37% |
120,042
+17,204
|
|
||
35
UnitedHealth
UNH
$291B
| $31.4M | 0.35% |
100,498
+1,645
|
|
||
36
Intuitive Surgical
ISRG
$194B
| $31.2M | 0.35% |
57,477
+9,674
|
|
||
37
Wells Fargo
WFC
$270B
| $31M | 0.35% |
386,414
+61,496
|
|
||
38
McDonald's
MCD
$213B
| $30.7M | 0.35% |
105,136
+15,699
|
|
||
39
Goldman Sachs
GS
$236B
| $29.9M | 0.34% |
42,207
+6,789
|
|
||
40
Booking.com
BKNG
$158B
| $29.6M | 0.33% |
5,118
+929
|
|
||
41
RTX Corp
RTX
$235B
| $29.1M | 0.33% |
198,621
+30,557
|
|
||
42
Advanced Micro Devices
AMD
$387B
| $28.6M | 0.32% |
201,264
+40,983
|
|
||
43
AT&T
T
$175B
| $27.8M | 0.31% |
958,928
+179,184
|
|
||
44
Caterpillar
CAT
$267B
| $27.5M | 0.31% |
70,798
+9,541
|
|
||
45
Linde
LIN
$194B
| $27.1M | 0.31% |
57,814
+7,401
|
|
||
46
Applied Materials
AMAT
$186B
| $26.6M | 0.3% |
145,277
+35,012
|
|
||
47
Eaton
ETN
$147B
| $26.5M | 0.3% |
74,239
+11,027
|
|
||
48
Chevron
CVX
$306B
| $26.1M | 0.3% |
181,580
-10,926
|
|
||
49
American Express
AXP
$252B
| $26.1M | 0.29% |
81,777
+11,629
|
|
||
50
Morgan Stanley
MS
$260B
| $26M | 0.29% |
184,436
+44,161
|
|