VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $8.86B
1-Year Return 26.43%
This Quarter Return
-2.18%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$6.78B
AUM Growth
+$161M
Cap. Flow
+$471M
Cap. Flow %
6.95%
Top 10 Hldgs %
28.84%
Holding
1,935
New
129
Increased
1,230
Reduced
459
Closed
96

Top Buys

1
AAPL icon
Apple
AAPL
+$27.3M
2
NVDA icon
NVIDIA
NVDA
+$13M
3
AMZN icon
Amazon
AMZN
+$11.5M
4
JNJ icon
Johnson & Johnson
JNJ
+$11.5M
5
META icon
Meta Platforms (Facebook)
META
+$8.49M

Top Sells

1
SUM
Summit Materials, Inc. Class A Common Stock
SUM
+$1.66M
2
VT icon
Vanguard Total World Stock ETF
VT
+$1.57M
3
GIS icon
General Mills
GIS
+$1.25M
4
ALTM
Arcadium Lithium plc
ALTM
+$1.08M
5
LMT icon
Lockheed Martin
LMT
+$889K

Sector Composition

1 Technology 29.44%
2 Financials 14.94%
3 Healthcare 10.98%
4 Consumer Discretionary 10.14%
5 Communication Services 8.57%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
APTV icon
651
Aptiv
APTV
$17.8B
$1.33M 0.02%
22,435
+3,878
+21% +$231K
AYI icon
652
Acuity Brands
AYI
$10.1B
$1.33M 0.02%
5,066
+125
+3% +$32.9K
MDB icon
653
MongoDB
MDB
$27.2B
$1.33M 0.02%
7,600
+185
+2% +$32.4K
ESNT icon
654
Essent Group
ESNT
$6.24B
$1.32M 0.02%
22,934
+2,959
+15% +$171K
AU icon
655
AngloGold Ashanti
AU
$32.6B
$1.32M 0.02%
35,621
+2,243
+7% +$83.3K
WBS icon
656
Webster Financial
WBS
$10.2B
$1.32M 0.02%
25,608
+3,009
+13% +$155K
LVS icon
657
Las Vegas Sands
LVS
$37.4B
$1.32M 0.02%
34,049
+2,822
+9% +$109K
BAM icon
658
Brookfield Asset Management
BAM
$89.8B
$1.32M 0.02%
27,143
+5,259
+24% +$255K
RRC icon
659
Range Resources
RRC
$8.3B
$1.31M 0.02%
32,889
-1,478
-4% -$59K
PKX icon
660
POSCO
PKX
$15.5B
$1.31M 0.02%
27,475
+10,561
+62% +$502K
CPB icon
661
Campbell Soup
CPB
$9.98B
$1.3M 0.02%
32,683
-4,679
-13% -$187K
RYAAY icon
662
Ryanair
RYAAY
$31.1B
$1.3M 0.02%
30,689
-624
-2% -$26.4K
ZBRA icon
663
Zebra Technologies
ZBRA
$15.6B
$1.3M 0.02%
4,598
+322
+8% +$91K
LSCC icon
664
Lattice Semiconductor
LSCC
$9.06B
$1.3M 0.02%
24,750
+3,138
+15% +$165K
VTV icon
665
Vanguard Value ETF
VTV
$144B
$1.3M 0.02%
+7,508
New +$1.3M
MUR icon
666
Murphy Oil
MUR
$3.72B
$1.29M 0.02%
45,540
-6,107
-12% -$173K
THC icon
667
Tenet Healthcare
THC
$16.9B
$1.29M 0.02%
9,573
+741
+8% +$99.7K
PRI icon
668
Primerica
PRI
$8.74B
$1.29M 0.02%
4,525
+141
+3% +$40.1K
Z icon
669
Zillow
Z
$20.8B
$1.28M 0.02%
18,665
+1,989
+12% +$136K
PFGC icon
670
Performance Food Group
PFGC
$16.3B
$1.27M 0.02%
16,181
+64
+0.4% +$5.03K
XPEV icon
671
XPeng
XPEV
$19.1B
$1.27M 0.02%
61,347
+23,543
+62% +$488K
BNS icon
672
Scotiabank
BNS
$79.4B
$1.27M 0.02%
26,766
+150
+0.6% +$7.11K
SOLV icon
673
Solventum
SOLV
$12.3B
$1.27M 0.02%
16,669
+2,286
+16% +$174K
XPO icon
674
XPO
XPO
$15.3B
$1.26M 0.02%
11,757
+153
+1% +$16.5K
RPM icon
675
RPM International
RPM
$16B
$1.26M 0.02%
10,926
+890
+9% +$103K
25 26
27
28 29