VPIM
Vanguard Personalized Indexing Management Portfolio holdings
AUM
$8.86B
1-Year Return
26.43%
This Quarter Return
+10.65%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$2.88B
AUM Growth
+$456M
(+19%)
Cap. Flow
+$284M
Cap. Flow
% of AUM
9.85%
Top 10 Holdings %
Top 10 Hldgs %
21.94%
Holding
1,528
New
249
Increased
847
Reduced
360
Closed
62
Top Buys
| 1 |
Amazon
AMZN
|
+$10.3M |
| 2 |
Apple
AAPL
|
+$8.58M |
| 3 |
Tesla
TSLA
|
+$7.97M |
| 4 |
NVIDIA
NVDA
|
+$6.89M |
| 5 |
Meta Platforms (Facebook)
META
|
+$6.73M |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
+$6.21M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$5.97M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$5.34M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
+$2.95M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$2.57M |
Sector Composition
| 1 | Technology | 26.43% |
| 2 | Healthcare | 13.48% |
| 3 | Financials | 12.37% |
| 4 | Consumer Discretionary | 10.93% |
| 5 | Industrials | 9.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Voya Financial
VOYA
$7.3B
| $1.12M | 0.04% |
15,635
+1,932
| +14% | +$138K |
|
477
Garmin
GRMN
$45.4B
| $1.12M | 0.04% |
11,051
+853
| +8% | +$86.1K |
|
478
RELX
RELX
$82.4B
| $1.11M | 0.04% |
34,296
+2,128
| +7% | +$69K |
|
479
Steris
STE
$24B
| $1.11M | 0.04% |
5,783
+532
| +10% | +$102K |
|
480
Zimmer Biomet
ZBH
$20.3B
| $1.1M | 0.04% |
8,544
-1,119
| -12% | -$145K |
|
481
IPG Photonics
IPGP
$3.44B
| $1.1M | 0.04% |
8,946
+396
| +5% | +$48.8K |
|
482
Twilio
TWLO
$16B
| $1.1M | 0.04% |
16,487
+2,411
| +17% | +$161K |
|
483
FirstEnergy
FE
$25B
| $1.1M | 0.04% |
27,418
+3,029
| +12% | +$121K |
|
484
Cognex
CGNX
$7.45B
| $1.1M | 0.04% |
22,138
-2,761
| -11% | -$137K |
|
485
BioMarin Pharmaceuticals
BMRN
$10.5B
| $1.1M | 0.04% |
11,280
-184
| -2% | -$17.9K |
|
486
Equity Residential
EQR
$25.2B
| $1.09M | 0.04% |
18,236
+8,000
| +78% | +$480K |
|
487
Waters Corp
WAT
$17.4B
| $1.09M | 0.04% |
3,517
-36
| -1% | -$11.1K |
|
488
Annaly Capital Management
NLY
$14.2B
| $1.09M | 0.04% |
56,909
+17,119
| +43% | +$327K |
|
489
Essex Property Trust
ESS
$17B
| $1.08M | 0.04% |
5,182
+2,212
| +74% | +$463K |
|
490
Highwoods Properties
HIW
$3.44B
| $1.08M | 0.04% |
46,675
+31,618
| +210% | +$733K |
|
491
Lincoln Electric
LECO
$13.4B
| $1.08M | 0.04% |
6,380
+1,366
| +27% | +$231K |
|
492
Cooper Companies
COO
$13.5B
| $1.07M | 0.04% |
11,500
+2,108
| +22% | +$197K |
|
493
Ryanair
RYAAY
$31.1B
| $1.07M | 0.04% |
28,425
+6,340
| +29% | +$239K |
|
494
Toro Company
TTC
$7.68B
| $1.07M | 0.04% |
9,643
-1,986
| -17% | -$221K |
|
495
Landstar System
LSTR
$4.5B
| $1.07M | 0.04% |
5,978
+1,163
| +24% | +$208K |
|
496
Woori Financial
WF
$13.8B
| $1.07M | 0.04% |
40,689
+352
| +0.9% | +$9.25K |
|
497
Incyte
INCY
$16.8B
| $1.07M | 0.04% |
14,786
+1,086
| +8% | +$78.5K |
|
498
GSK
GSK
$81.5B
| $1.07M | 0.04% |
29,980
+8,270
| +38% | +$294K |
|
499
10x Genomics
TXG
$1.57B
| $1.06M | 0.04% |
19,077
+1,683
| +10% | +$93.9K |
|
500
Saia
SAIA
$8.19B
| $1.06M | 0.04% |
3,911
+162
| +4% | +$44.1K |
|