VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $10.3B
1-Year Est. Return 32.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.3B
AUM Growth
+$487M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,091
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$18.2M
3
+$14.3M
4
LLY icon
Eli Lilly
LLY
+$13.8M
5
JPM icon
JPMorgan Chase
JPM
+$9.55M

Top Sells

1
+$5M
2
+$4.87M
3
+$4.73M
4
DD icon
DuPont de Nemours
DD
+$3.94M
5
PG icon
Procter & Gamble
PG
+$2.89M

Sector Composition

1 Technology 33.3%
2 Financials 14.31%
3 Consumer Discretionary 10.17%
4 Communication Services 10.06%
5 Healthcare 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OHI icon
701
Omega Healthcare
OHI
$13.9B
$1.54M 0.02%
34,793
+2,862
ESS icon
702
Essex Property Trust
ESS
$16.6B
$1.54M 0.02%
5,895
+630
FIVE icon
703
Five Below
FIVE
$12B
$1.53M 0.02%
8,149
+332
UDR icon
704
UDR
UDR
$12.3B
$1.53M 0.01%
41,747
+2,915
MGM icon
705
MGM Resorts International
MGM
$9.33B
$1.53M 0.01%
41,886
+2,123
SSNC icon
706
SS&C Technologies
SSNC
$18.5B
$1.52M 0.01%
17,440
-23
TXRH icon
707
Texas Roadhouse
TXRH
$11.7B
$1.52M 0.01%
9,183
+1,178
APTV icon
708
Aptiv
APTV
$15.3B
$1.52M 0.01%
20,030
-755
CCK icon
709
Crown Holdings
CCK
$12.3B
$1.52M 0.01%
14,770
+2,082
CG icon
710
Carlyle Group
CG
$18.2B
$1.52M 0.01%
25,716
+617
DKNG icon
711
DraftKings
DKNG
$12.4B
$1.51M 0.01%
43,885
+989
ESNT icon
712
Essent Group
ESNT
$5.64B
$1.51M 0.01%
23,234
-656
BRK.A icon
713
Berkshire Hathaway Class A
BRK.A
$1.07T
$1.51M 0.01%
2
XLK icon
714
State Street Technology Select Sector SPDR ETF
XLK
$87.5B
$1.51M 0.01%
10,469
-4,239
PEN icon
715
Penumbra
PEN
$13.3B
$1.5M 0.01%
4,815
+248
XPEV icon
716
XPeng
XPEV
$15.4B
$1.5M 0.01%
73,805
+4,773
SNV
717
DELISTED
Synovus
SNV
$1.49M 0.01%
29,783
+1,678
DEO icon
718
Diageo
DEO
$45.7B
$1.49M 0.01%
17,275
+60
TMHC icon
719
Taylor Morrison
TMHC
$5.9B
$1.48M 0.01%
25,176
-585
HBM icon
720
Hudbay
HBM
$9.08B
$1.47M 0.01%
74,154
+2,780
QMMM
721
QMMM Holdings
QMMM
$1.47M 0.01%
12,373
-750
ENSG icon
722
The Ensign Group
ENSG
$12B
$1.47M 0.01%
8,428
+351
MTZ icon
723
MasTec
MTZ
$22.9B
$1.47M 0.01%
6,741
+861
IFF icon
724
International Flavors & Fragrances
IFF
$19.4B
$1.46M 0.01%
21,721
+5,901
EMBJ
725
Embraer S.A. ADS
EMBJ
$12B
$1.46M 0.01%
22,725
-156
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29
30 31