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 | |
|---|---|---|---|---|---|---|
551
Equitable Holdings
EQH
$13.1B
| $2.11M | 0.02% |
37,533
+3,735
|
|
||
552
NNN REIT
NNN
$7.73B
| $2.11M | 0.02% |
48,756
+6,615
|
|
||
|
CRWV
553
CoreWeave Inc
CRWV
$51.5B
| $2.09M | 0.02% |
+12,836
|
|
||
554
Agnico Eagle Mines
AEM
$81B
| $2.09M | 0.02% |
17,550
+2,189
|
|
||
555
Royal Gold
RGLD
$14.8B
| $2.08M | 0.02% |
11,709
+1,509
|
|
||
556
Zoom
ZM
$24.4B
| $2.07M | 0.02% |
26,525
+5,861
|
|
||
557
Packaging Corp of America
PKG
$18B
| $2.06M | 0.02% |
10,936
+1,985
|
|
||
558
Ericsson
ERIC
$32.4B
| $2.05M | 0.02% |
241,211
+63,650
|
|
||
559
Vanguard Total Stock Market ETF
VTI
$547B
| $2.04M | 0.02% |
6,710
-33
|
|
||
560
Markel Group
MKL
$25.7B
| $2.04M | 0.02% |
1,021
+227
|
|
||
561
Texas Pacific Land
TPL
$22.6B
| $2.04M | 0.02% |
1,927
-60
|
|
||
562
MGIC Investment
MTG
$6.27B
| $2.03M | 0.02% |
72,841
+11,085
|
|
||
563
Bank of Montreal
BMO
$88.5B
| $2.02M | 0.02% |
18,289
-729
|
|
||
564
Sun Life Financial
SLF
$32.6B
| $2.02M | 0.02% |
30,441
+5,231
|
|
||
565
iShares ESG Optimized MSCI USA ETF
SUSA
$3.71B
| $2.02M | 0.02% |
15,933
-832
|
|
||
566
DocuSign
DOCU
$14B
| $2.02M | 0.02% |
25,896
+2,260
|
|
||
567
Hologic
HOLX
$16.5B
| $2.01M | 0.02% |
30,917
+14,002
|
|
||
568
Exelixis
EXEL
$10.9B
| $2.01M | 0.02% |
45,677
+3,663
|
|
||
569
Affiliated Managers Group
AMG
$7.29B
| $2.01M | 0.02% |
10,196
-1,035
|
|
||
|
JNPR
570
DELISTED
Juniper Networks
JNPR
| $2M | 0.02% |
50,194
+6,754
|
|
||
571
Fortive
FTV
$16.3B
| $2M | 0.02% |
38,322
-10,898
|
|
||
572
Fabrinet
FN
$16.1B
| $2M | 0.02% |
6,783
-678
|
|
||
573
CGI
GIB
$18.9B
| $2M | 0.02% |
19,055
+656
|
|
||
574
UGI
UGI
$7.3B
| $1.98M | 0.02% |
54,491
+5,194
|
|
||
575
Reinsurance Group of America
RGA
$12.5B
| $1.97M | 0.02% |
9,954
+1,745
|
|