VPIM
Vanguard Personalized Indexing Management Portfolio holdings
AUM
$9.76B
1-Year Est. Return
32.27%
1 Year Est. Return
+32.27%
AUM
$8.86B
AUM Growth
+$2.08B
(+31%)
Holding
2,054
Top Buys
| 1 | +$104M | |
| 2 | +$85.4M | |
| 3 | +$44.7M | |
| 4 |
Amazon
AMZN
|
+$43.7M |
| 5 |
Broadcom
AVGO
|
+$41M |
Top Sells
| 1 | +$6.47M | |
| 2 | +$3.04M | |
| 3 | +$1.57M | |
| 4 |
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 | |
|---|---|---|---|---|---|---|
676
Lincoln National
LNC
$7.82B
| $1.5M | 0.02% |
43,286
+1,336
|
|
||
677
Murphy Oil
MUR
$4.06B
| $1.49M | 0.02% |
66,444
+20,904
|
|
||
678
TKO Group
TKO
$14.4B
| $1.49M | 0.02% |
8,210
+167
|
|
||
679
STMicroelectronics
STM
$21B
| $1.49M | 0.02% |
49,003
+6,769
|
|
||
680
TD Synnex
SNX
$12.3B
| $1.49M | 0.02% |
10,979
+838
|
|
||
681
UDR
UDR
$11.4B
| $1.49M | 0.02% |
36,435
+3,521
|
|
||
682
Service Corp International
SCI
$11.3B
| $1.49M | 0.02% |
18,260
-100
|
|
||
683
Oshkosh
OSK
$7.68B
| $1.48M | 0.02% |
13,004
+2,138
|
|
||
684
Kimco Realty
KIM
$13.9B
| $1.47M | 0.02% |
70,059
+22,081
|
|
||
685
Aecom
ACM
$17.3B
| $1.47M | 0.02% |
13,047
+1,614
|
|
||
686
Celsius Holdings
CELH
$10.7B
| $1.47M | 0.02% |
31,666
+7,138
|
|
||
687
Morningstar
MORN
$8.86B
| $1.47M | 0.02% |
4,676
+788
|
|
||
688
Gen Digital
GEN
$15.9B
| $1.47M | 0.02% |
49,852
+6,596
|
|
||
689
Moderna
MRNA
$9.59B
| $1.47M | 0.02% |
53,103
+11,609
|
|
||
690
News Corp Class A
NWSA
$15B
| $1.46M | 0.02% |
49,174
+4,103
|
|
||
691
Toast
TOST
$21.8B
| $1.46M | 0.02% |
32,966
+3,558
|
|
||
692
Berkshire Hathaway Class A
BRK.A
$1.08T
| $1.46M | 0.02% |
2
+1
|
|
||
693
Paycom
PAYC
$8.9B
| $1.44M | 0.02% |
6,214
+1,027
|
|
||
694
Alaska Air
ALK
$4.98B
| $1.44M | 0.02% |
29,153
+6,371
|
|
||
695
Essent Group
ESNT
$6.02B
| $1.44M | 0.02% |
23,748
+814
|
|
||
|
COOP
696
DELISTED
Mr. Cooper
COOP
| $1.44M | 0.02% |
9,648
+1,612
|
|
||
697
Crown Holdings
CCK
$11.3B
| $1.44M | 0.02% |
13,978
+1,387
|
|
||
698
Pinnacle Financial Partners
PNFP
$6.72B
| $1.42M | 0.02% |
12,882
+968
|
|
||
699
Vontier
VNT
$5.51B
| $1.42M | 0.02% |
38,413
+9,707
|
|
||
700
MakeMyTrip
MMYT
$7.43B
| $1.42M | 0.02% |
14,486
+5,098
|
|