VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $8.86B
1-Year Return 26.43%
This Quarter Return
+13.37%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$4.66B
AUM Growth
+$762M
Cap. Flow
+$375M
Cap. Flow %
8.05%
Top 10 Hldgs %
27.78%
Holding
1,683
New
124
Increased
999
Reduced
488
Closed
53

Top Buys

1
MSFT icon
Microsoft
MSFT
+$25.8M
2
NVDA icon
NVIDIA
NVDA
+$16.9M
3
AMZN icon
Amazon
AMZN
+$15.8M
4
AAPL icon
Apple
AAPL
+$12.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.5M

Top Sells

1
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.36M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.69M
3
SCHF icon
Schwab International Equity ETF
SCHF
+$1.63M
4
BLDR icon
Builders FirstSource
BLDR
+$1.51M
5
SPLK
Splunk Inc
SPLK
+$1.46M

Sector Composition

1 Technology 29.78%
2 Financials 12.98%
3 Healthcare 11.83%
4 Consumer Discretionary 10.68%
5 Industrials 8.87%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
BXP icon
526
Boston Properties
BXP
$11.7B
$1.33M 0.03%
20,329
+1,220
+6% +$79.7K
RGA icon
527
Reinsurance Group of America
RGA
$12.7B
$1.33M 0.03%
6,873
-1,077
-14% -$208K
BRO icon
528
Brown & Brown
BRO
$30.5B
$1.32M 0.03%
15,101
+3,823
+34% +$335K
BALL icon
529
Ball Corp
BALL
$13.6B
$1.32M 0.03%
19,555
+5,946
+44% +$401K
INCY icon
530
Incyte
INCY
$16.8B
$1.32M 0.03%
23,119
+3,158
+16% +$180K
LSCC icon
531
Lattice Semiconductor
LSCC
$9.06B
$1.32M 0.03%
16,821
-3,031
-15% -$237K
LH icon
532
Labcorp
LH
$22.7B
$1.31M 0.03%
6,004
+177
+3% +$38.7K
MUR icon
533
Murphy Oil
MUR
$3.72B
$1.31M 0.03%
28,679
+1,615
+6% +$73.8K
UHS icon
534
Universal Health Services
UHS
$11.8B
$1.31M 0.03%
7,182
+242
+3% +$44.2K
BN icon
535
Brookfield
BN
$100B
$1.31M 0.03%
31,205
+13,888
+80% +$581K
PNR icon
536
Pentair
PNR
$17.9B
$1.3M 0.03%
15,210
+747
+5% +$63.8K
MT icon
537
ArcelorMittal
MT
$26.2B
$1.3M 0.03%
47,065
+9,671
+26% +$267K
TAK icon
538
Takeda Pharmaceutical
TAK
$48.3B
$1.29M 0.03%
93,079
+28,466
+44% +$395K
JLL icon
539
Jones Lang LaSalle
JLL
$14.6B
$1.29M 0.03%
6,621
+2,150
+48% +$419K
STE icon
540
Steris
STE
$24B
$1.29M 0.03%
5,742
+691
+14% +$155K
CASY icon
541
Casey's General Stores
CASY
$20B
$1.29M 0.03%
4,052
-664
-14% -$211K
BURL icon
542
Burlington
BURL
$17.6B
$1.29M 0.03%
5,546
-1,165
-17% -$271K
IP icon
543
International Paper
IP
$24.5B
$1.28M 0.03%
32,856
+1,888
+6% +$73.7K
EVR icon
544
Evercore
EVR
$12.8B
$1.28M 0.03%
6,652
-1,058
-14% -$204K
GIB icon
545
CGI
GIB
$20.7B
$1.28M 0.03%
11,564
+982
+9% +$109K
MTB icon
546
M&T Bank
MTB
$31B
$1.27M 0.03%
8,764
+55
+0.6% +$8K
SCHA icon
547
Schwab U.S Small- Cap ETF
SCHA
$18.7B
$1.27M 0.03%
51,678
+856
+2% +$21.1K
IBKR icon
548
Interactive Brokers
IBKR
$27.8B
$1.27M 0.03%
45,512
-212
-0.5% -$5.92K
WAB icon
549
Wabtec
WAB
$32.4B
$1.27M 0.03%
8,717
+817
+10% +$119K
ACM icon
550
Aecom
ACM
$16.6B
$1.26M 0.03%
12,897
-770
-6% -$75.5K
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