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
TRMB icon
476
Trimble
TRMB
$19.6B
$2.76M 0.03%
33,772
-276
KHC icon
477
Kraft Heinz
KHC
$29.6B
$2.76M 0.03%
105,808
+13,933
VTRS icon
478
Viatris
VTRS
$12.5B
$2.75M 0.03%
277,807
+11,099
CBOE icon
479
Cboe Global Markets
CBOE
$26.6B
$2.74M 0.03%
11,159
+732
CINF icon
480
Cincinnati Financial
CINF
$25.4B
$2.73M 0.03%
17,242
-986
CW icon
481
Curtiss-Wright
CW
$19.8B
$2.71M 0.03%
5,000
-188
LNT icon
482
Alliant Energy
LNT
$17.1B
$2.71M 0.03%
40,132
+1,294
AVB icon
483
AvalonBay Communities
AVB
$25.7B
$2.69M 0.03%
13,937
-859
PNR icon
484
Pentair
PNR
$17.4B
$2.69M 0.03%
24,266
+1,166
AIZ icon
485
Assurant
AIZ
$11.1B
$2.69M 0.03%
12,409
+168
BMO icon
486
Bank of Montreal
BMO
$90.8B
$2.69M 0.03%
20,626
+2,337
TOL icon
487
Toll Brothers
TOL
$13.8B
$2.67M 0.03%
19,359
+68
JLL icon
488
Jones Lang LaSalle
JLL
$15.6B
$2.67M 0.03%
8,948
+59
NGG icon
489
National Grid
NGG
$75.9B
$2.67M 0.03%
36,705
-1,010
TTD icon
490
Trade Desk
TTD
$18.7B
$2.65M 0.03%
54,133
-2,806
VO icon
491
Vanguard Mid-Cap ETF
VO
$89.4B
$2.65M 0.03%
9,027
+48
SEIC icon
492
SEI Investments
SEIC
$9.92B
$2.64M 0.03%
31,102
-1,602
RBA icon
493
RB Global
RBA
$18.2B
$2.64M 0.03%
24,321
+2,582
KKR icon
494
KKR & Co
KKR
$113B
$2.63M 0.03%
20,200
+1,203
ZION icon
495
Zions Bancorporation
ZION
$8.09B
$2.61M 0.03%
46,089
-1,548
JHG icon
496
Janus Henderson
JHG
$6.8B
$2.61M 0.03%
58,537
+70
TYL icon
497
Tyler Technologies
TYL
$19.9B
$2.6M 0.03%
4,972
-126
OMC icon
498
Omnicom Group
OMC
$22.5B
$2.6M 0.03%
31,856
+479
BRO icon
499
Brown & Brown
BRO
$27.2B
$2.59M 0.03%
27,596
-983
KGC icon
500
Kinross Gold
KGC
$32.7B
$2.57M 0.03%
103,611
+3,295
18 19
20
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