VPIM
Vanguard Personalized Indexing Management Portfolio holdings
AUM
$9.76B
1-Year Est. Return
32.27%
1 Year Est. Return
+32.27%
AUM
$9.76B
AUM Growth
+$903M
(+10%)
Holding
2,066
Top Buys
| 1 | +$29.8M | |
| 2 | +$15.4M | |
| 3 | +$14.3M | |
| 4 |
Microsoft
MSFT
|
+$13.6M |
| 5 |
Amazon
AMZN
|
+$9.62M |
Top Sells
| 1 | +$4.87M | |
| 2 | +$4.85M | |
| 3 | +$4.58M | |
| 4 |
PARA
Paramount Global Class B
PARA
|
+$3.78M |
| 5 |
Accenture
ACN
|
+$2.68M |
Sector Composition
| 1 | Technology | 33.85% |
| 2 | Financials | 13.96% |
| 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 | |
|---|---|---|---|---|---|---|
801
Nu Holdings
NU
$84.5B
| $1.23M | 0.01% |
76,883
+12,831
|
|
||
802
Lennar Class B
LEN.B
$31B
| $1.23M | 0.01% |
10,219
-11
|
|
||
803
Albemarle
ALB
$14.9B
| $1.23M | 0.01% |
15,127
+1,801
|
|
||
804
Crown Holdings
CCK
$11.5B
| $1.23M | 0.01% |
12,688
-1,290
|
|
||
805
Wayfair
W
$12.4B
| $1.22M | 0.01% |
13,652
+1,858
|
|
||
806
Molson Coors Class B
TAP
$9.14B
| $1.21M | 0.01% |
26,829
+423
|
|
||
807
EchoStar
SATS
$21.3B
| $1.21M | 0.01% |
15,882
+1,154
|
|
||
808
Hanover Insurance
THG
$6.4B
| $1.21M | 0.01% |
6,678
+394
|
|
||
|
MRP
809
Millrose Properties Inc
MRP
$5.31B
| $1.21M | 0.01% |
36,051
+2,828
|
|
||
810
Commault Systems
CVLT
$5.47B
| $1.21M | 0.01% |
6,409
+222
|
|
||
811
Five Below
FIVE
$9B
| $1.21M | 0.01% |
7,817
+1,072
|
|
||
812
Regal Rexnord
RRX
$9.16B
| $1.21M | 0.01% |
8,419
-123
|
|
||
813
Trip.com Group
TCOM
$46.2B
| $1.2M | 0.01% |
16,022
+1,771
|
|
||
814
CGI
GIB
$19.6B
| $1.2M | 0.01% |
13,498
-5,557
|
|
||
815
James Hardie Industries
JHX
$11.4B
| $1.2M | 0.01% |
62,455
-2,392
|
|
||
816
Pembina Pipeline
PBA
$22.5B
| $1.2M | 0.01% |
29,599
-2,516
|
|
||
817
Signet Jewelers
SIG
$3.65B
| $1.18M | 0.01% |
12,318
+124
|
|
||
818
Meritage Homes
MTH
$5.26B
| $1.18M | 0.01% |
16,305
+881
|
|
||
819
SM Energy
SM
$2.32B
| $1.18M | 0.01% |
47,254
+2,599
|
|
||
820
Lincoln Electric
LECO
$13.3B
| $1.17M | 0.01% |
4,978
-25
|
|
||
821
Schwab US Mid-Cap ETF
SCHM
$12.2B
| $1.17M | 0.01% |
39,447
+2,400
|
|
||
822
Nextpower Inc
NXT
$12.9B
| $1.17M | 0.01% |
15,748
-265
|
|
||
823
Piper Sandler
PIPR
$5.52B
| $1.16M | 0.01% |
3,355
+340
|
|
||
824
Lithia Motors
LAD
$7.9B
| $1.16M | 0.01% |
3,677
-313
|
|
||
825
Aegon
AEG
$12.4B
| $1.16M | 0.01% |
145,282
+16,068
|
|