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 | |
|---|---|---|---|---|---|---|
51
Merck
MRK
$213B
| $25.6M | 0.29% |
322,630
+26,484
|
|
||
52
Texas Instruments
TXN
$147B
| $25.4M | 0.29% |
122,557
+10,524
|
|
||
53
Progressive
PGR
$123B
| $24.3M | 0.27% |
91,041
+9,387
|
|
||
54
S&P Global
SPGI
$148B
| $24.3M | 0.27% |
45,912
+6,542
|
|
||
55
Amphenol
APH
$169B
| $23.7M | 0.27% |
238,817
+52,210
|
|
||
56
Boston Scientific
BSX
$147B
| $23.3M | 0.26% |
216,910
+37,578
|
|
||
57
Blackrock
BLK
$166B
| $23.1M | 0.26% |
21,989
+2,357
|
|
||
58
Accenture
ACN
$150B
| $23.1M | 0.26% |
77,134
-218
|
|
||
59
Adobe
ADBE
$137B
| $23.1M | 0.26% |
59,573
+4,732
|
|
||
60
Uber
UBER
$191B
| $22.8M | 0.26% |
243,922
+50,324
|
|
||
61
Qualcomm
QCOM
$185B
| $22.5M | 0.25% |
141,468
+21,197
|
|
||
62
Walt Disney
DIS
$199B
| $22.3M | 0.25% |
179,348
+14,127
|
|
||
63
TJX Companies
TJX
$160B
| $22.3M | 0.25% |
180,278
+30,782
|
|
||
64
Gilead Sciences
GILD
$153B
| $21.5M | 0.24% |
194,028
+31,712
|
|
||
65
TSMC
TSM
$1.5T
| $21.1M | 0.24% |
93,138
+14,945
|
|
||
66
Stryker
SYK
$135B
| $20.9M | 0.24% |
52,869
+9,436
|
|
||
67
Honeywell
HON
$124B
| $20.9M | 0.24% |
89,728
+16,196
|
|
||
68
GE Vernova
GEV
$149B
| $20.6M | 0.23% |
37,872
+7,591
|
|
||
69
Lowe's Companies
LOW
$130B
| $20.6M | 0.23% |
92,667
+18,016
|
|
||
70
Citigroup
C
$180B
| $20.3M | 0.23% |
238,276
+25,303
|
|
||
71
Capital One
COF
$138B
| $20.3M | 0.23% |
94,964
+48,785
|
|
||
72
NextEra Energy
NEE
$171B
| $20.3M | 0.23% |
291,126
+51,453
|
|
||
73
Palo Alto Networks
PANW
$143B
| $20.2M | 0.23% |
98,891
+12,019
|
|
||
74
Amgen
AMGN
$170B
| $20.2M | 0.23% |
72,264
+8,411
|
|
||
75
Automatic Data Processing
ADP
$102B
| $19.8M | 0.22% |
64,316
+10,882
|
|