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
$9.76B
AUM Growth
+$903M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,066
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$14.4M
3
+$13.4M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12.3M
5
AMZN icon
Amazon
AMZN
+$9.91M

Top Sells

1
+$4.87M
2
+$4.85M
3
+$4.65M
4
PARA
Paramount Global Class B
PARA
+$3.78M
5
ACN icon
Accenture
ACN
+$2.83M

Sector Composition

1 Technology 33.82%
2 Financials 13.98%
3 Consumer Discretionary 10.32%
4 Communication Services 9.77%
5 Healthcare 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GEN icon
726
Gen Digital
GEN
$13.5B
$1.45M 0.01%
51,101
+1,249
STM icon
727
STMicroelectronics
STM
$29.5B
$1.45M 0.01%
51,300
+2,297
MLI icon
728
Mueller Industries
MLI
$13.2B
$1.45M 0.01%
14,313
-337
UDR icon
729
UDR
UDR
$12.4B
$1.45M 0.01%
38,832
+2,397
TSN icon
730
Tyson Foods
TSN
$22.6B
$1.44M 0.01%
26,611
-1,510
PII icon
731
Polaris
PII
$3.7B
$1.44M 0.01%
24,785
+1,047
SNN icon
732
Smith & Nephew
SNN
$15.1B
$1.44M 0.01%
39,568
+4,880
ROKU icon
733
Roku
ROKU
$13.2B
$1.43M 0.01%
14,323
-747
QGEN icon
734
Qiagen
QGEN
$9.96B
$1.43M 0.01%
31,637
+3,162
AVY icon
735
Avery Dennison
AVY
$15B
$1.42M 0.01%
8,735
+27
WCC icon
736
WESCO International
WCC
$14.6B
$1.41M 0.01%
6,681
-70
SCHA icon
737
Schwab U.S Small- Cap ETF
SCHA
$20.8B
$1.41M 0.01%
50,678
ESS icon
738
Essex Property Trust
ESS
$16.4B
$1.41M 0.01%
5,265
-312
HR icon
739
Healthcare Realty
HR
$6.36B
$1.41M 0.01%
78,107
+5,224
RPM icon
740
RPM International
RPM
$14.7B
$1.41M 0.01%
11,940
+746
VTV icon
741
Vanguard Value ETF
VTV
$171B
$1.4M 0.01%
7,527
-2,264
MTSI icon
742
MACOM Technology Solutions
MTSI
$18.2B
$1.4M 0.01%
11,274
-322
DPZ icon
743
Domino's
DPZ
$13B
$1.4M 0.01%
3,248
-80
FSV icon
744
FirstService
FSV
$7.13B
$1.4M 0.01%
7,360
+802
PAYC icon
745
Paycom
PAYC
$6.62B
$1.4M 0.01%
6,701
+487
GNTX icon
746
Gentex
GNTX
$5.25B
$1.4M 0.01%
49,374
+6,494
DFAC icon
747
Dimensional US Core Equity 2 ETF
DFAC
$42.3B
$1.4M 0.01%
36,213
ENSG icon
748
The Ensign Group
ENSG
$11.9B
$1.4M 0.01%
8,077
+1,633
MGK icon
749
Vanguard Mega Cap Growth ETF
MGK
$30.5B
$1.39M 0.01%
3,453
-95
NTES icon
750
NetEase
NTES
$75.5B
$1.39M 0.01%
9,140
+1,474
28 29
30
31 32