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
$8.86B
AUM Growth
+$2.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,054
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$85.4M
3
+$44.7M
4
AMZN icon
Amazon
AMZN
+$43.7M
5
AVGO icon
Broadcom
AVGO
+$41M

Top Sells

1
+$6.47M
2
+$3.04M
3
+$1.57M
4
IYW icon
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
WSO icon
601
Watsco Inc
WSO
$14.3B
$1.8M 0.02%
4,085
-318
WBA
602
DELISTED
Walgreens Boots Alliance
WBA
$1.8M 0.02%
156,885
+8,312
DT icon
603
Dynatrace
DT
$14.2B
$1.8M 0.02%
32,559
+1,814
CHKP icon
604
Check Point Software Technologies
CHKP
$21.5B
$1.79M 0.02%
8,106
+908
MKSI icon
605
MKS Inc
MKSI
$10.4B
$1.78M 0.02%
17,936
+12,132
LOGI icon
606
Logitech
LOGI
$17.7B
$1.78M 0.02%
19,764
+2,300
BG icon
607
Bunge Global
BG
$18.3B
$1.78M 0.02%
22,178
+6,644
IYW icon
608
iShares US Technology ETF
IYW
$22.4B
$1.78M 0.02%
10,275
-7,268
PSO icon
609
Pearson
PSO
$8.34B
$1.78M 0.02%
119,193
+8,276
TW icon
610
Tradeweb Markets
TW
$23.3B
$1.78M 0.02%
12,126
-504
CRL icon
611
Charles River Laboratories
CRL
$8.27B
$1.77M 0.02%
11,678
+1,921
BURL icon
612
Burlington
BURL
$17.7B
$1.76M 0.02%
7,569
+291
JHX icon
613
James Hardie Industries
JHX
$10.1B
$1.74M 0.02%
64,847
+5,478
FCNCA icon
614
First Citizens BancShares
FCNCA
$23.5B
$1.74M 0.02%
879
+31
VTV icon
615
Vanguard Value ETF
VTV
$147B
$1.73M 0.02%
9,791
+2,283
HEI.A icon
616
HEICO Corp Class A
HEI.A
$35B
$1.72M 0.02%
6,642
+3,333
ARW icon
617
Arrow Electronics
ARW
$5.75B
$1.72M 0.02%
13,476
+3,434
SNA icon
618
Snap-on
SNA
$17.9B
$1.72M 0.02%
5,505
+939
HAS icon
619
Hasbro
HAS
$10.7B
$1.71M 0.02%
23,186
-1,459
ESLT icon
620
Elbit Systems
ESLT
$21.7B
$1.71M 0.02%
3,801
+515
YUMC icon
621
Yum China
YUMC
$15.8B
$1.71M 0.02%
38,180
-1,266
IVE icon
622
iShares S&P 500 Value ETF
IVE
$42.1B
$1.71M 0.02%
8,733
-348
DKNG icon
623
DraftKings
DKNG
$15.1B
$1.7M 0.02%
39,614
-2,226
IMO icon
624
Imperial Oil
IMO
$46.4B
$1.69M 0.02%
21,304
+2,410
FDS icon
625
Factset
FDS
$9.83B
$1.69M 0.02%
3,785
+213
23 24
25
26 27