VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $8.86B
1-Year Return 26.43%
This Quarter Return
+15.08%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$8.86B
AUM Growth
+$2.08B
Cap. Flow
+$1.35B
Cap. Flow %
15.21%
Top 10 Hldgs %
31.49%
Holding
2,054
New
215
Increased
1,371
Reduced
346
Closed
109

Top Buys

1
MSFT icon
Microsoft
MSFT
$104M
2
NVDA icon
NVIDIA
NVDA
$85.4M
3
AAPL icon
Apple
AAPL
$44.7M
4
AMZN icon
Amazon
AMZN
$43.7M
5
AVGO icon
Broadcom
AVGO
$41M

Top Sells

1
DFS
Discover Financial Services
DFS
$6.47M
2
VT icon
Vanguard Total World Stock ETF
VT
$3.04M
3
CVX icon
Chevron
CVX
$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 9.25%
5 Communication Services 9.2%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
EG icon
626
Everest Group
EG
$14.3B
$1.69M 0.02%
4,979
+91
+2% +$30.9K
VOD icon
627
Vodafone
VOD
$28.5B
$1.69M 0.02%
158,453
+12,038
+8% +$128K
IVW icon
628
iShares S&P 500 Growth ETF
IVW
$63.7B
$1.68M 0.02%
15,298
-230
-1% -$25.3K
INGR icon
629
Ingredion
INGR
$8.24B
$1.68M 0.02%
12,405
+1,487
+14% +$202K
BNS icon
630
Scotiabank
BNS
$78.8B
$1.68M 0.02%
30,429
+3,663
+14% +$202K
DEO icon
631
Diageo
DEO
$61.3B
$1.67M 0.02%
16,605
+965
+6% +$97.3K
VEA icon
632
Vanguard FTSE Developed Markets ETF
VEA
$171B
$1.67M 0.02%
29,319
-1,012
-3% -$57.7K
MDB icon
633
MongoDB
MDB
$26.4B
$1.67M 0.02%
7,934
+334
+4% +$70.2K
SF icon
634
Stifel
SF
$11.5B
$1.67M 0.02%
16,066
+842
+6% +$87.4K
PKX icon
635
POSCO
PKX
$15.5B
$1.67M 0.02%
34,395
+6,920
+25% +$336K
XPO icon
636
XPO
XPO
$15.4B
$1.66M 0.02%
13,174
+1,417
+12% +$179K
MTSI icon
637
MACOM Technology Solutions
MTSI
$9.67B
$1.66M 0.02%
11,596
+2,461
+27% +$353K
ARGX icon
638
argenx
ARGX
$45.9B
$1.66M 0.02%
3,009
+195
+7% +$108K
ALLY icon
639
Ally Financial
ALLY
$12.7B
$1.66M 0.02%
42,543
+2,227
+6% +$86.7K
AKAM icon
640
Akamai
AKAM
$11.3B
$1.66M 0.02%
20,762
+2,307
+13% +$184K
RRC icon
641
Range Resources
RRC
$8.27B
$1.65M 0.02%
40,657
+7,768
+24% +$316K
LUV icon
642
Southwest Airlines
LUV
$16.5B
$1.65M 0.02%
50,868
-267
-0.5% -$8.66K
VUG icon
643
Vanguard Growth ETF
VUG
$186B
$1.64M 0.02%
3,743
-250
-6% -$110K
COO icon
644
Cooper Companies
COO
$13.5B
$1.63M 0.02%
22,890
+3,751
+20% +$267K
IWB icon
645
iShares Russell 1000 ETF
IWB
$43.4B
$1.63M 0.02%
4,790
+680
+17% +$231K
PDD icon
646
Pinduoduo
PDD
$177B
$1.63M 0.02%
15,533
+2,546
+20% +$266K
AYI icon
647
Acuity Brands
AYI
$10.4B
$1.62M 0.02%
5,446
+380
+8% +$113K
DINO icon
648
HF Sinclair
DINO
$9.56B
$1.62M 0.02%
39,372
+20,967
+114% +$862K
AMCR icon
649
Amcor
AMCR
$19.1B
$1.61M 0.02%
175,269
+90,022
+106% +$827K
HLI icon
650
Houlihan Lokey
HLI
$13.9B
$1.61M 0.02%
8,940
+1,408
+19% +$253K
24 25
26
27 28