VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $8.86B
1-Year Return 26.43%
This Quarter Return
+7.25%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$6.21B
AUM Growth
+$957M
Cap. Flow
+$582M
Cap. Flow %
9.37%
Top 10 Hldgs %
29.82%
Holding
1,829
New
137
Increased
1,264
Reduced
356
Closed
54

Top Buys

1
AAPL icon
Apple
AAPL
+$33.3M
2
MSFT icon
Microsoft
MSFT
+$26M
3
NVDA icon
NVIDIA
NVDA
+$21.8M
4
META icon
Meta Platforms (Facebook)
META
+$15.9M
5
AMZN icon
Amazon
AMZN
+$14.8M

Top Sells

1
INTC icon
Intel
INTC
+$1.67M
2
GD icon
General Dynamics
GD
+$1.4M
3
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.17M
4
WST icon
West Pharmaceutical
WST
+$1.16M
5
WRK
WestRock Company
WRK
+$1.16M

Sector Composition

1 Technology 31.1%
2 Financials 12.99%
3 Healthcare 11.47%
4 Consumer Discretionary 10.19%
5 Industrials 8.47%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
TRMB icon
701
Trimble
TRMB
$19.6B
$1.15M 0.02%
18,547
+301
+2% +$18.7K
BKH icon
702
Black Hills Corp
BKH
$4.29B
$1.15M 0.02%
18,817
+587
+3% +$35.9K
LYV icon
703
Live Nation Entertainment
LYV
$40.1B
$1.15M 0.02%
10,482
+1,423
+16% +$156K
SPSC icon
704
SPS Commerce
SPSC
$4.26B
$1.14M 0.02%
5,891
+210
+4% +$40.8K
TWLO icon
705
Twilio
TWLO
$16B
$1.14M 0.02%
17,462
+4,115
+31% +$268K
SF icon
706
Stifel
SF
$11.8B
$1.14M 0.02%
12,104
+369
+3% +$34.7K
ERIC icon
707
Ericsson
ERIC
$26.8B
$1.14M 0.02%
149,915
+30,818
+26% +$234K
CHKP icon
708
Check Point Software Technologies
CHKP
$21.1B
$1.13M 0.02%
5,842
+1,582
+37% +$305K
AA icon
709
Alcoa
AA
$8.24B
$1.12M 0.02%
29,114
+1,688
+6% +$65.1K
EHC icon
710
Encompass Health
EHC
$12.7B
$1.12M 0.02%
11,618
+767
+7% +$74.1K
HLI icon
711
Houlihan Lokey
HLI
$14.5B
$1.12M 0.02%
7,102
+179
+3% +$28.3K
SNX icon
712
TD Synnex
SNX
$12.6B
$1.12M 0.02%
9,342
+1,127
+14% +$135K
STWD icon
713
Starwood Property Trust
STWD
$7.64B
$1.12M 0.02%
55,031
+20,083
+57% +$409K
NYT icon
714
New York Times
NYT
$9.47B
$1.12M 0.02%
20,146
+1,657
+9% +$92.2K
QRVO icon
715
Qorvo
QRVO
$8.2B
$1.12M 0.02%
10,832
+1,574
+17% +$163K
LOGI icon
716
Logitech
LOGI
$16B
$1.12M 0.02%
12,466
-531
-4% -$47.6K
PRI icon
717
Primerica
PRI
$8.84B
$1.12M 0.02%
4,216
+1,207
+40% +$320K
KIM icon
718
Kimco Realty
KIM
$15.2B
$1.12M 0.02%
48,138
+5,356
+13% +$124K
NWSA icon
719
News Corp Class A
NWSA
$16.3B
$1.11M 0.02%
41,656
+4,361
+12% +$116K
FLEX icon
720
Flex
FLEX
$21.8B
$1.11M 0.02%
33,179
+11,981
+57% +$401K
IMOS
721
ChipMOS TECHNOLOGIES
IMOS
$623M
$1.11M 0.02%
47,287
-7,759
-14% -$182K
TDY icon
722
Teledyne Technologies
TDY
$26.1B
$1.1M 0.02%
2,525
+304
+14% +$133K
WCC icon
723
WESCO International
WCC
$10.6B
$1.1M 0.02%
6,577
+732
+13% +$123K
KRC icon
724
Kilroy Realty
KRC
$5.09B
$1.1M 0.02%
28,438
+2,609
+10% +$101K
HRB icon
725
H&R Block
HRB
$6.84B
$1.1M 0.02%
17,267
+854
+5% +$54.3K
27 28
29
30 31