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 | |
|---|---|---|---|---|---|---|
776
Wingstop
WING
$8.51B
| $1.22M | 0.01% |
3,613
+748
| +26% | +$252K |
|
777
Teck Resources
TECK
$19.1B
| $1.22M | 0.01% |
30,091
+4,259
| +16% | +$172K |
|
778
Artisan Partners
APAM
$3.29B
| $1.21M | 0.01% |
27,395
+1,450
| +6% | +$64.3K |
|
779
IDEX
IEX
$12.4B
| $1.21M | 0.01% |
6,912
+1,379
| +25% | +$242K |
|
780
XPeng
XPEV
$19.7B
| $1.21M | 0.01% |
67,826
+6,479
| +11% | +$116K |
|
781
Millicom
TIGO
$7.8B
| $1.21M | 0.01% |
32,334
+4,838
| +18% | +$181K |
|
782
Flowers Foods
FLO
$3.15B
| $1.21M | 0.01% |
75,776
+18,729
| +33% | +$299K |
|
783
Eastman Chemical
EMN
$7.91B
| $1.21M | 0.01% |
16,207
+7
| +0% | +$523 |
|
784
Norwegian Cruise Line
NCLH
$11.5B
| $1.21M | 0.01% |
59,492
+10,180
| +21% | +$206K |
|
785
Pembina Pipeline
PBA
$22.1B
| $1.2M | 0.01% |
32,115
-2,453
| -7% | -$92K |
|
786
Reddit
RDDT
$45B
| $1.2M | 0.01% |
7,982
+3,321
| +71% | +$500K |
|
787
Brown-Forman Class B
BF.B
$13B
| $1.2M | 0.01% |
44,621
-1,510
| -3% | -$40.6K |
|
788
Littelfuse
LFUS
$6.5B
| $1.2M | 0.01% |
5,293
+2,685
| +103% | +$609K |
|
789
Tetra Tech
TTEK
$9.38B
| $1.2M | 0.01% |
33,304
+8,885
| +36% | +$320K |
|
790
KT
KT
$9.64B
| $1.2M | 0.01% |
57,514
+15,552
| +37% | +$324K |
|
791
TopBuild
BLD
$12.2B
| $1.2M | 0.01% |
3,693
-113
| -3% | -$36.6K |
|
792
TransUnion
TRU
$18.2B
| $1.2M | 0.01% |
13,593
-99
| -0.7% | -$8.71K |
|
793
Primerica
PRI
$8.9B
| $1.2M | 0.01% |
4,370
-155
| -3% | -$42.4K |
|
794
Antero Resources
AR
$9.94B
| $1.19M | 0.01% |
29,641
+2,527
| +9% | +$102K |
|
795
Saia
SAIA
$8.16B
| $1.19M | 0.01% |
4,353
+828
| +23% | +$227K |
|
796
Booz Allen Hamilton
BAH
$12.5B
| $1.19M | 0.01% |
11,394
+962
| +9% | +$100K |
|
797
Universal Display
OLED
$6.91B
| $1.18M | 0.01% |
7,663
-114
| -1% | -$17.6K |
|
798
Cognex
CGNX
$7.49B
| $1.18M | 0.01% |
37,224
+20,357
| +121% | +$646K |
|
799
Global Payments
GPN
$21.2B
| $1.18M | 0.01% |
14,731
-887
| -6% | -$71K |
|
800
Medpace
MEDP
$13.8B
| $1.18M | 0.01% |
3,749
+299
| +9% | +$93.9K |
|