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
$9.76B
AUM Growth
+$903M
(+10%)
Holding
2,066
Top Buys
| 1 | +$26.4M | |
| 2 | +$14.4M | |
| 3 | +$13.4M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$12.3M |
| 5 |
Amazon
AMZN
|
+$9.91M |
Top Sells
| 1 | +$4.87M | |
| 2 | +$4.85M | |
| 3 | +$4.65M | |
| 4 |
PARA
Paramount Global Class B
PARA
|
+$3.78M |
| 5 |
Accenture
ACN
|
+$2.83M |
Sector Composition
| 1 | Technology | 33.82% |
| 2 | Financials | 13.98% |
| 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 | |
|---|---|---|---|---|---|---|
476
Trimble
TRMB
$16.1B
| $2.76M | 0.03% |
33,772
-276
|
|
||
477
Kraft Heinz
KHC
$28.9B
| $2.76M | 0.03% |
105,808
+13,933
|
|
||
478
Viatris
VTRS
$18.3B
| $2.75M | 0.03% |
277,807
+11,099
|
|
||
479
Cboe Global Markets
CBOE
$30.2B
| $2.74M | 0.03% |
11,159
+732
|
|
||
480
Cincinnati Financial
CINF
$25.3B
| $2.73M | 0.03% |
17,242
-986
|
|
||
481
Curtiss-Wright
CW
$26.1B
| $2.71M | 0.03% |
5,000
-188
|
|
||
482
Alliant Energy
LNT
$18.3B
| $2.71M | 0.03% |
40,132
+1,294
|
|
||
483
AvalonBay Communities
AVB
$25B
| $2.69M | 0.03% |
13,937
-859
|
|
||
484
Pentair
PNR
$16.7B
| $2.69M | 0.03% |
24,266
+1,166
|
|
||
485
Assurant
AIZ
$11.2B
| $2.69M | 0.03% |
12,409
+168
|
|
||
486
Bank of Montreal
BMO
$104B
| $2.69M | 0.03% |
20,626
+2,337
|
|
||
487
Toll Brothers
TOL
$15.3B
| $2.67M | 0.03% |
19,359
+68
|
|
||
488
Jones Lang LaSalle
JLL
$14.8B
| $2.67M | 0.03% |
8,948
+59
|
|
||
489
National Grid
NGG
$89.8B
| $2.67M | 0.03% |
37,232
-1,024
|
|
||
490
Trade Desk
TTD
$12.1B
| $2.65M | 0.03% |
54,133
-2,806
|
|
||
491
Vanguard Mid-Cap ETF
VO
$95.8B
| $2.65M | 0.03% |
9,027
+48
|
|
||
492
SEI Investments
SEIC
$9.95B
| $2.64M | 0.03% |
31,102
-1,602
|
|
||
493
RB Global
RBA
$19.2B
| $2.64M | 0.03% |
24,321
+2,582
|
|
||
494
KKR & Co
KKR
$90.2B
| $2.63M | 0.03% |
20,200
+1,203
|
|
||
495
Zions Bancorporation
ZION
$9.23B
| $2.61M | 0.03% |
46,089
-1,548
|
|
||
496
Janus Henderson
JHG
$7.5B
| $2.61M | 0.03% |
58,537
+70
|
|
||
497
Tyler Technologies
TYL
$13.6B
| $2.6M | 0.03% |
4,972
-126
|
|
||
498
Omnicom Group
OMC
$26.2B
| $2.6M | 0.03% |
31,856
+479
|
|
||
499
Brown & Brown
BRO
$23.7B
| $2.59M | 0.03% |
27,596
-983
|
|
||
500
Kinross Gold
KGC
$40.4B
| $2.57M | 0.03% |
103,611
+3,295
|
|