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
GFI icon
726
Gold Fields
GFI
$43.7B
$1.46M 0.01%
33,488
+3,066
Z icon
727
Zillow
Z
$11.2B
$1.46M 0.01%
21,397
+500
FLO icon
728
Flowers Foods
FLO
$1.96B
$1.46M 0.01%
134,140
+30,074
KTOS icon
729
Kratos Defense & Security Solutions
KTOS
$15.6B
$1.46M 0.01%
19,175
+1,575
IWB icon
730
iShares Russell 1000 ETF
IWB
$45.5B
$1.45M 0.01%
3,894
-885
EXPO icon
731
Exponent
EXPO
$3.65B
$1.45M 0.01%
20,850
+6,513
NNN icon
732
NNN REIT
NNN
$8.54B
$1.45M 0.01%
36,536
-11,681
WAL icon
733
Western Alliance Bancorporation
WAL
$8.89B
$1.45M 0.01%
17,214
+2,494
CPT icon
734
Camden Property Trust
CPT
$11.2B
$1.44M 0.01%
13,106
+1,499
SANM icon
735
Sanmina
SANM
$7.03B
$1.44M 0.01%
9,599
-453
RLI icon
736
RLI Corp
RLI
$5.66B
$1.44M 0.01%
22,434
+9,379
NXT icon
737
Nextpower Inc
NXT
$15.1B
$1.43M 0.01%
16,462
+714
DFAC icon
738
Dimensional US Core Equity 2 ETF
DFAC
$41.4B
$1.43M 0.01%
36,213
DT icon
739
Dynatrace
DT
$11.7B
$1.43M 0.01%
33,056
-392
PNFP icon
740
Pinnacle Financial Partners Inc
PNFP
$13.5B
$1.43M 0.01%
15,012
+3,468
AMKR icon
741
Amkor Technology
AMKR
$10.7B
$1.43M 0.01%
36,221
+218
W icon
742
Wayfair
W
$9.97B
$1.43M 0.01%
14,232
+580
GPN icon
743
Global Payments
GPN
$21.7B
$1.43M 0.01%
18,426
-3,128
MOS icon
744
The Mosaic Company
MOS
$8.24B
$1.42M 0.01%
58,997
-5,311
MGK icon
745
Vanguard Mega Cap Growth ETF
MGK
$30.2B
$1.42M 0.01%
3,436
-17
IUSG icon
746
iShares Core S&P US Growth ETF
IUSG
$26.7B
$1.41M 0.01%
8,421
+1,815
GMED icon
747
Globus Medical
GMED
$12B
$1.41M 0.01%
16,188
+2,554
SCI icon
748
Service Corp International
SCI
$11.4B
$1.41M 0.01%
18,106
-224
WSO icon
749
Watsco Inc
WSO
$16.4B
$1.41M 0.01%
4,181
+360
ADC icon
750
Agree Realty
ADC
$9.71B
$1.41M 0.01%
19,510
-1,219
28 29
30
31 32