VPIM
Vanguard Personalized Indexing Management Portfolio holdings
AUM
$8.86B
1-Year Return
26.43%
This Quarter Return
+15.08%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$8.86B
AUM Growth
+$2.08B
(+31%)
Cap. Flow
+$1.35B
Cap. Flow
% of AUM
15.21%
Top 10 Holdings %
Top 10 Hldgs %
31.49%
Holding
2,054
New
215
Increased
1,371
Reduced
346
Closed
109
Top Buys
| 1 |
Microsoft
MSFT
|
+$104M |
| 2 |
NVIDIA
NVDA
|
+$85.4M |
| 3 |
Apple
AAPL
|
+$44.7M |
| 4 |
Amazon
AMZN
|
+$43.7M |
| 5 |
Broadcom
AVGO
|
+$41M |
Top Sells
| 1 |
DFS
Discover Financial Services
DFS
|
+$6.47M |
| 2 |
Vanguard Total World Stock ETF
VT
|
+$3.04M |
| 3 |
Chevron
CVX
|
+$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 | 9.25% |
| 5 | Communication Services | 9.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
Genuine Parts
GPC
$19.3B
| $1.28M | 0.01% |
10,579
+1,403
| +15% | +$170K |
|
752
BWX Technologies
BWXT
$14.8B
| $1.28M | 0.01% |
8,909
+978
| +12% | +$141K |
|
753
Schwab U.S Small- Cap ETF
SCHA
$18.7B
| $1.28M | 0.01% |
50,678
| – | – |
|
754
Woodward
WWD
$14.4B
| $1.28M | 0.01% |
5,226
+379
| +8% | +$92.9K |
|
755
Ralph Lauren
RL
$18.7B
| $1.28M | 0.01% |
4,653
+1,090
| +31% | +$299K |
|
756
Credo Technology Group
CRDO
$25.8B
| $1.28M | 0.01% |
13,781
+5,189
| +60% | +$480K |
|
757
Molson Coors Class B
TAP
$9.78B
| $1.27M | 0.01% |
26,406
+2,270
| +9% | +$109K |
|
758
Weyerhaeuser
WY
$18.2B
| $1.27M | 0.01% |
49,394
-1,419
| -3% | -$36.5K |
|
759
American Airlines Group
AAL
$8.42B
| $1.27M | 0.01% |
113,125
+19,278
| +21% | +$216K |
|
760
Technology Select Sector SPDR Fund
XLK
$84.7B
| $1.27M | 0.01% |
4,999
-247
| -5% | -$62.5K |
|
761
Philips
PHG
$26.7B
| $1.26M | 0.01% |
52,610
+5,047
| +11% | +$121K |
|
762
Campbell Soup
CPB
$10.1B
| $1.26M | 0.01% |
41,192
+8,509
| +26% | +$261K |
|
763
Antero Midstream
AM
$8.66B
| $1.26M | 0.01% |
66,580
+4,568
| +7% | +$86.6K |
|
764
Builders FirstSource
BLDR
$15.5B
| $1.26M | 0.01% |
10,770
-1,075
| -9% | -$125K |
|
765
Noble Corp
NE
$4.75B
| $1.26M | 0.01% |
47,316
+32,444
| +218% | +$861K |
|
766
Dropbox
DBX
$8.42B
| $1.25M | 0.01% |
43,813
+2,025
| +5% | +$57.9K |
|
|
IMOS
767
ChipMOS TECHNOLOGIES
IMOS
$634M
| $1.25M | 0.01% |
69,191
+27,617
| +66% | +$500K |
|
768
WESCO International
WCC
$10.3B
| $1.25M | 0.01% |
6,751
+230
| +4% | +$42.6K |
|
769
Carlyle Group
CG
$23B
| $1.25M | 0.01% |
24,268
+3,738
| +18% | +$192K |
|
770
Regal Rexnord
RRX
$9.45B
| $1.24M | 0.01% |
8,542
+3,752
| +78% | +$544K |
|
771
TechnipFMC
FTI
$16.1B
| $1.23M | 0.01% |
35,757
+1,336
| +4% | +$46K |
|
772
RPM International
RPM
$16.1B
| $1.23M | 0.01% |
11,194
+268
| +2% | +$29.4K |
|
773
AES
AES
$9.06B
| $1.23M | 0.01% |
116,592
-5,916
| -5% | -$62.2K |
|
774
Ryder
R
$7.67B
| $1.22M | 0.01% |
7,629
+168
| +2% | +$26.8K |
|
775
Lamar Advertising Co
LAMR
$12.9B
| $1.22M | 0.01% |
10,042
+2,305
| +30% | +$280K |
|