VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $9.76B
1-Year Est. Return 32.27%
This Quarter Est. Return
1 Year Est. Return
+32.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.76B
AUM Growth
+$903M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,066
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$15.4M
3
+$14.3M
4
MSFT icon
Microsoft
MSFT
+$13.6M
5
AMZN icon
Amazon
AMZN
+$9.62M

Top Sells

1
+$4.87M
2
+$4.85M
3
+$4.58M
4
PARA
Paramount Global Class B
PARA
+$3.78M
5
ACN icon
Accenture
ACN
+$2.68M

Sector Composition

1 Technology 33.85%
2 Financials 13.96%
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
PFGC icon
601
Performance Food Group
PFGC
$14.5B
$1.96M 0.02%
18,877
+514
SUSA icon
602
iShares ESG Optimized MSCI USA ETF
SUSA
$3.72B
$1.95M 0.02%
14,393
-1,540
IMO icon
603
Imperial Oil
IMO
$47.8B
$1.95M 0.02%
21,470
+166
BURL icon
604
Burlington
BURL
$15.7B
$1.93M 0.02%
7,590
+21
MKC icon
605
McCormick & Company Non-Voting
MKC
$17.2B
$1.93M 0.02%
28,862
+772
RYAAY icon
606
Ryanair
RYAAY
$34.5B
$1.91M 0.02%
31,721
-610
COHR icon
607
Coherent
COHR
$26.9B
$1.91M 0.02%
17,701
-306
RGA icon
608
Reinsurance Group of America
RGA
$12.4B
$1.9M 0.02%
9,888
-66
ALC icon
609
Alcon
ALC
$39.3B
$1.89M 0.02%
25,184
-6,719
CPAY icon
610
Corpay
CPAY
$21B
$1.88M 0.02%
6,510
-93
CELH icon
611
Celsius Holdings
CELH
$10.8B
$1.87M 0.02%
32,560
+894
EQH icon
612
Equitable Holdings
EQH
$13.1B
$1.86M 0.02%
36,682
-851
SF icon
613
Stifel
SF
$12.5B
$1.86M 0.02%
16,361
+295
MUR icon
614
Murphy Oil
MUR
$4.7B
$1.85M 0.02%
65,281
-1,163
AYI icon
615
Acuity Brands
AYI
$11.3B
$1.85M 0.02%
5,374
-72
VUG icon
616
Vanguard Growth ETF
VUG
$202B
$1.84M 0.02%
3,841
+98
AFG icon
617
American Financial Group
AFG
$11B
$1.84M 0.02%
12,609
+1,446
SNX icon
618
TD Synnex
SNX
$12.5B
$1.83M 0.02%
11,202
+223
VOD icon
619
Vodafone
VOD
$29.9B
$1.83M 0.02%
158,132
-321
GGG icon
620
Graco
GGG
$13.8B
$1.82M 0.02%
21,455
-1,487
MKL icon
621
Markel Group
MKL
$25.9B
$1.82M 0.02%
950
-71
CRL icon
622
Charles River Laboratories
CRL
$9.09B
$1.81M 0.02%
11,551
-127
LNC icon
623
Lincoln National
LNC
$7.96B
$1.8M 0.02%
44,674
+1,388
LYB icon
624
LyondellBasell Industries
LYB
$14.8B
$1.8M 0.02%
36,602
-12,023
APTV icon
625
Aptiv
APTV
$16.9B
$1.79M 0.02%
20,785
+321
23 24
25
26 27