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
NTRA icon
601
Natera
NTRA
$23.3B
$1.19M 0.02%
11,009
+1,518
+16% +$164K
AEE icon
602
Ameren
AEE
$26.8B
$1.18M 0.02%
16,674
-2,619
-14% -$186K
USFD icon
603
US Foods
USFD
$17.5B
$1.18M 0.02%
22,280
+1,303
+6% +$69K
IUSG icon
604
iShares Core S&P US Growth ETF
IUSG
$25.1B
$1.17M 0.02%
9,214
+4,444
+93% +$567K
AKAM icon
605
Akamai
AKAM
$11B
$1.17M 0.02%
12,994
-989
-7% -$89.1K
TECH icon
606
Bio-Techne
TECH
$7.93B
$1.17M 0.02%
16,321
+2,390
+17% +$171K
VXUS icon
607
Vanguard Total International Stock ETF
VXUS
$103B
$1.17M 0.02%
+19,335
New +$1.17M
MTG icon
608
MGIC Investment
MTG
$6.54B
$1.16M 0.02%
54,007
+2,678
+5% +$57.7K
PKG icon
609
Packaging Corp of America
PKG
$19.2B
$1.16M 0.02%
6,379
+828
+15% +$151K
WRK
610
DELISTED
WestRock Company
WRK
$1.16M 0.02%
23,231
+2,474
+12% +$124K
CMA icon
611
Comerica
CMA
$8.9B
$1.15M 0.02%
22,626
+1,107
+5% +$56.5K
CPNG icon
612
Coupang
CPNG
$58.6B
$1.15M 0.02%
54,764
+6,286
+13% +$132K
OSK icon
613
Oshkosh
OSK
$8.75B
$1.14M 0.02%
10,561
-1,663
-14% -$180K
WY icon
614
Weyerhaeuser
WY
$18.1B
$1.14M 0.02%
41,099
-5,595
-12% -$155K
UDR icon
615
UDR
UDR
$12.7B
$1.14M 0.02%
27,697
+5,584
+25% +$230K
CGNX icon
616
Cognex
CGNX
$7.45B
$1.14M 0.02%
24,730
+3,146
+15% +$145K
WING icon
617
Wingstop
WING
$7.84B
$1.14M 0.02%
2,691
+215
+9% +$90.9K
SM icon
618
SM Energy
SM
$3.14B
$1.14M 0.02%
26,418
-1,273
-5% -$54.8K
CPB icon
619
Campbell Soup
CPB
$9.98B
$1.13M 0.02%
25,174
+141
+0.6% +$6.36K
THC icon
620
Tenet Healthcare
THC
$16.9B
$1.13M 0.02%
8,492
+1,091
+15% +$145K
CM icon
621
Canadian Imperial Bank of Commerce
CM
$73.3B
$1.13M 0.02%
23,841
+2,209
+10% +$104K
IPG icon
622
Interpublic Group of Companies
IPG
$9.51B
$1.13M 0.02%
38,744
-4,443
-10% -$129K
OLED icon
623
Universal Display
OLED
$6.52B
$1.12M 0.02%
5,344
+186
+4% +$39.1K
BCS icon
624
Barclays
BCS
$71.8B
$1.12M 0.02%
106,707
+19,855
+23% +$209K
ITT icon
625
ITT
ITT
$13.6B
$1.12M 0.02%
8,696
+605
+7% +$78.2K
23 24
25
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