VPIM
Vanguard Personalized Indexing Management Portfolio holdings
AUM
$8.86B
This Quarter Return
-13.91%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$171M
AUM Growth
–
Cap. Flow
+$171M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
25.64%
Holding
269
New
269
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Microsoft
MSFT
|
$7.56M |
| 2 |
Apple
AAPL
|
$6.67M |
| 3 |
Schwab Emerging Markets Equity ETF
SCHE
|
$5.68M |
| 4 |
Chunghwa Telecom
CHT
|
$4.78M |
| 5 |
Johnson & Johnson
JNJ
|
$3.72M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 20.81% |
| 2 | Financials | 13.3% |
| 3 | Healthcare | 12.86% |
| 4 | Consumer Staples | 11.34% |
| 5 | Communication Services | 10.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Mizuho Financial
MFG
$79.5B
| $831K | 0.48% |
+359,901
| New | +$831K |
|
52
Tootsie Roll Industries
TR
$2.97B
| $820K | 0.48% |
+22,795
| New | +$820K |
|
53
Pfizer
PFE
$141B
| $812K | 0.47% |
+24,868
| New | +$812K |
|
54
TJX Companies
TJX
$155B
| $797K | 0.46% |
+16,673
| New | +$797K |
|
|
WBC
55
DELISTED
WABCO HOLDINGS INC.
WBC
| $794K | 0.46% |
+5,876
| New | +$794K |
|
56
Verizon
VZ
$184B
| $789K | 0.46% |
+14,692
| New | +$789K |
|
57
Royal Bank of Canada
RY
$205B
| $784K | 0.46% |
+12,744
| New | +$784K |
|
|
CBPO
58
DELISTED
China Biologic Products Holdings, Inc.
CBPO
| $780K | 0.45% |
+7,231
| New | +$780K |
|
59
Coca-Cola
KO
$297B
| $770K | 0.45% |
+17,397
| New | +$770K |
|
60
TFS Financial
TFSL
$3.83B
| $742K | 0.43% |
+48,594
| New | +$742K |
|
61
Netflix
NFLX
$521B
| $733K | 0.43% |
+1,953
| New | +$733K |
|
62
Toyota
TM
$252B
| $725K | 0.42% |
+6,044
| New | +$725K |
|
|
EE
63
DELISTED
El Paso Electric Company
EE
| $721K | 0.42% |
+10,603
| New | +$721K |
|
64
Gilead Sciences
GILD
$140B
| $718K | 0.42% |
+9,600
| New | +$718K |
|
65
Comcast
CMCSA
$125B
| $709K | 0.41% |
+20,631
| New | +$709K |
|
|
B
66
Barrick Mining Corporation
B
$46.3B
| $697K | 0.41% |
+38,062
| New | +$697K |
|
67
Abbott
ABT
$230B
| $694K | 0.4% |
+8,799
| New | +$694K |
|
68
Dominion Energy
D
$50.3B
| $691K | 0.4% |
+9,569
| New | +$691K |
|
69
NVIDIA
NVDA
$4.15T
| $686K | 0.4% |
+2,602
| New | +$686K |
|
70
Amdocs
DOX
$9.31B
| $679K | 0.4% |
+12,358
| New | +$679K |
|
71
White Mountains Insurance
WTM
$4.56B
| $674K | 0.39% |
+741
| New | +$674K |
|
72
NovaGold Resources
NG
$2.73B
| $672K | 0.39% |
+91,019
| New | +$672K |
|
73
RenaissanceRe
RNR
$11.6B
| $672K | 0.39% |
+4,503
| New | +$672K |
|
74
AT&T
T
$208B
| $660K | 0.38% |
+22,655
| New | +$660K |
|
75
Texas Instruments
TXN
$178B
| $650K | 0.38% |
+6,502
| New | +$650K |
|