VPIM
Vanguard Personalized Indexing Management Portfolio holdings
AUM
$8.86B
1-Year Return
26.43%
This Quarter Return
+10.65%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$2.88B
AUM Growth
+$456M
(+19%)
Cap. Flow
+$284M
Cap. Flow
% of AUM
9.85%
Top 10 Holdings %
Top 10 Hldgs %
21.94%
Holding
1,528
New
249
Increased
847
Reduced
360
Closed
62
Top Buys
| 1 |
Amazon
AMZN
|
+$10.3M |
| 2 |
Apple
AAPL
|
+$8.58M |
| 3 |
Tesla
TSLA
|
+$7.97M |
| 4 |
NVIDIA
NVDA
|
+$6.89M |
| 5 |
Meta Platforms (Facebook)
META
|
+$6.73M |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
+$6.21M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$5.97M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$5.34M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
+$2.95M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$2.57M |
Sector Composition
| 1 | Technology | 26.43% |
| 2 | Healthcare | 13.48% |
| 3 | Financials | 12.37% |
| 4 | Consumer Discretionary | 10.93% |
| 5 | Industrials | 9.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
Teleflex
TFX
$5.86B
| $672K | 0.02% |
2,654
+325
| +14% | +$82.3K |
|
727
Thor Industries
THO
$5.83B
| $672K | 0.02% |
+8,438
| New | +$672K |
|
728
Alliant Energy
LNT
$16.6B
| $672K | 0.02% |
12,585
-7,227
| -36% | -$386K |
|
729
Bio-Techne
TECH
$8.28B
| $671K | 0.02% |
9,048
-4,180
| -32% | -$310K |
|
730
Insight Enterprises
NSIT
$4.07B
| $670K | 0.02% |
4,689
+2,138
| +84% | +$306K |
|
|
NATI
731
DELISTED
National Instruments Corp
NATI
| $668K | 0.02% |
+12,748
| New | +$668K |
|
732
QuidelOrtho
QDEL
$2.03B
| $668K | 0.02% |
7,497
+3,038
| +68% | +$271K |
|
733
Leidos
LDOS
$23.8B
| $664K | 0.02% |
7,216
-7,275
| -50% | -$670K |
|
734
UFP Industries
UFPI
$6B
| $664K | 0.02% |
+8,353
| New | +$664K |
|
735
Bio-Rad Laboratories Class A
BIO
$7.74B
| $663K | 0.02% |
1,385
-150
| -10% | -$71.9K |
|
736
Pinduoduo
PDD
$178B
| $663K | 0.02% |
8,731
+351
| +4% | +$26.6K |
|
737
Liberty Broadband Class C
LBRDK
$8.72B
| $662K | 0.02% |
8,102
-7,630
| -48% | -$623K |
|
738
Masco
MAS
$15.7B
| $661K | 0.02% |
13,301
-5,048
| -28% | -$251K |
|
739
Bruker
BRKR
$4.87B
| $661K | 0.02% |
8,378
+4,369
| +109% | +$344K |
|
740
Robert Half
RHI
$3.7B
| $660K | 0.02% |
8,191
+1,411
| +21% | +$114K |
|
741
Zions Bancorporation
ZION
$8.6B
| $654K | 0.02% |
21,838
-2,574
| -11% | -$77K |
|
742
Taylor Morrison
TMHC
$7.03B
| $651K | 0.02% |
17,023
+9,142
| +116% | +$350K |
|
743
Helmerich & Payne
HP
$2.08B
| $651K | 0.02% |
18,197
+3,449
| +23% | +$123K |
|
744
Toronto Dominion Bank
TD
$131B
| $646K | 0.02% |
10,791
-499
| -4% | -$29.9K |
|
745
Crown Holdings
CCK
$11.4B
| $646K | 0.02% |
7,807
-5,128
| -40% | -$424K |
|
746
Cullen/Frost Bankers
CFR
$8.23B
| $645K | 0.02% |
6,125
+35
| +0.6% | +$3.69K |
|
747
ORIX
IX
$30.2B
| $645K | 0.02% |
39,290
+3,170
| +9% | +$52K |
|
748
Sumitomo Mitsui Financial
SMFG
$107B
| $644K | 0.02% |
80,481
+6,106
| +8% | +$48.9K |
|
749
TopBuild
BLD
$12B
| $643K | 0.02% |
3,089
+1,614
| +109% | +$336K |
|
750
Unity
U
$18.3B
| $641K | 0.02% |
19,765
-14,054
| -42% | -$456K |
|