VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $8.86B
1-Year Return 26.43%
This Quarter Return
+5.34%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$5.25B
AUM Growth
+$593M
Cap. Flow
+$521M
Cap. Flow %
9.92%
Top 10 Hldgs %
31.51%
Holding
1,778
New
148
Increased
1,217
Reduced
313
Closed
86

Top Buys

1
MSFT icon
Microsoft
MSFT
+$33.7M
2
AAPL icon
Apple
AAPL
+$32.4M
3
NVDA icon
NVIDIA
NVDA
+$30.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$20.7M
5
AMZN icon
Amazon
AMZN
+$17.6M

Top Sells

1
PXD
Pioneer Natural Resource Co.
PXD
+$6.11M
2
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
+$1.4M
3
JNJ icon
Johnson & Johnson
JNJ
+$1.3M
4
GE icon
GE Aerospace
GE
+$1.14M
5
ERF
Enerplus Corporation
ERF
+$860K

Sector Composition

1 Technology 32.24%
2 Financials 12.5%
3 Healthcare 11.33%
4 Consumer Discretionary 10.09%
5 Communication Services 8.56%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
WRB icon
576
W.R. Berkley
WRB
$27.4B
$1.27M 0.02%
24,276
+3,370
+16% +$177K
NGG icon
577
National Grid
NGG
$70.1B
$1.26M 0.02%
23,861
-2,762
-10% -$146K
BXP icon
578
Boston Properties
BXP
$11.7B
$1.26M 0.02%
20,479
+150
+0.7% +$9.23K
LOGI icon
579
Logitech
LOGI
$16B
$1.26M 0.02%
12,997
+673
+5% +$65.2K
GWRE icon
580
Guidewire Software
GWRE
$21.3B
$1.25M 0.02%
9,078
+116
+1% +$16K
MEDP icon
581
Medpace
MEDP
$13.4B
$1.25M 0.02%
3,036
+508
+20% +$209K
BMO icon
582
Bank of Montreal
BMO
$90.5B
$1.25M 0.02%
14,974
+4,826
+48% +$403K
CINF icon
583
Cincinnati Financial
CINF
$23.8B
$1.24M 0.02%
10,709
+1,105
+12% +$128K
BLD icon
584
TopBuild
BLD
$11.8B
$1.24M 0.02%
3,224
+428
+15% +$165K
IEX icon
585
IDEX
IEX
$12.1B
$1.24M 0.02%
6,197
+260
+4% +$52.1K
ESS icon
586
Essex Property Trust
ESS
$17B
$1.23M 0.02%
4,594
+451
+11% +$121K
NBIX icon
587
Neurocrine Biosciences
NBIX
$14B
$1.23M 0.02%
9,064
+326
+4% +$44.4K
CROX icon
588
Crocs
CROX
$4.43B
$1.23M 0.02%
8,446
+830
+11% +$121K
ZS icon
589
Zscaler
ZS
$43.4B
$1.23M 0.02%
6,412
+472
+8% +$90.5K
FLUT icon
590
Flutter Entertainment
FLUT
$51.2B
$1.23M 0.02%
7,283
+661
+10% +$111K
IWR icon
591
iShares Russell Mid-Cap ETF
IWR
$44.5B
$1.22M 0.02%
15,085
+2,374
+19% +$192K
LUV icon
592
Southwest Airlines
LUV
$16.3B
$1.22M 0.02%
43,238
+7,814
+22% +$221K
FLO icon
593
Flowers Foods
FLO
$3.02B
$1.22M 0.02%
54,847
+7,671
+16% +$170K
MOS icon
594
The Mosaic Company
MOS
$10.6B
$1.22M 0.02%
42,141
+5,918
+16% +$171K
VEA icon
595
Vanguard FTSE Developed Markets ETF
VEA
$173B
$1.21M 0.02%
24,520
+6,340
+35% +$313K
MUR icon
596
Murphy Oil
MUR
$3.72B
$1.21M 0.02%
29,280
+601
+2% +$24.8K
SCHA icon
597
Schwab U.S Small- Cap ETF
SCHA
$18.7B
$1.21M 0.02%
50,822
-856
-2% -$20.3K
RRC icon
598
Range Resources
RRC
$8.3B
$1.19M 0.02%
35,568
+3,037
+9% +$102K
PKX icon
599
POSCO
PKX
$15.5B
$1.19M 0.02%
18,251
-1,583
-8% -$103K
AYI icon
600
Acuity Brands
AYI
$10.1B
$1.19M 0.02%
4,989
+357
+8% +$85.1K
22 23
24
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