VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $8.86B
1-Year Return 26.43%
This Quarter Return
+13.37%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$4.66B
AUM Growth
+$762M
Cap. Flow
+$375M
Cap. Flow %
8.05%
Top 10 Hldgs %
27.78%
Holding
1,683
New
124
Increased
999
Reduced
488
Closed
53

Top Buys

1
MSFT icon
Microsoft
MSFT
+$25.8M
2
NVDA icon
NVIDIA
NVDA
+$16.9M
3
AMZN icon
Amazon
AMZN
+$15.8M
4
AAPL icon
Apple
AAPL
+$12.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.5M

Top Sells

1
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.36M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.69M
3
SCHF icon
Schwab International Equity ETF
SCHF
+$1.63M
4
BLDR icon
Builders FirstSource
BLDR
+$1.51M
5
SPLK
Splunk Inc
SPLK
+$1.46M

Sector Composition

1 Technology 29.78%
2 Financials 12.98%
3 Healthcare 11.83%
4 Consumer Discretionary 10.68%
5 Industrials 8.87%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SSNC icon
801
SS&C Technologies
SSNC
$22B
$767K 0.02%
11,915
+1,217
+11% +$78.3K
SNV icon
802
Synovus
SNV
$7.19B
$767K 0.02%
19,141
+4,320
+29% +$173K
OHI icon
803
Omega Healthcare
OHI
$12.5B
$766K 0.02%
24,174
-5,961
-20% -$189K
LNT icon
804
Alliant Energy
LNT
$16.6B
$765K 0.02%
15,182
+1,053
+7% +$53.1K
MASI icon
805
Masimo
MASI
$7.94B
$765K 0.02%
5,208
-1,762
-25% -$259K
LNC icon
806
Lincoln National
LNC
$7.99B
$764K 0.02%
23,922
+1,494
+7% +$47.7K
HST icon
807
Host Hotels & Resorts
HST
$12.2B
$760K 0.02%
36,737
-824
-2% -$17K
BWA icon
808
BorgWarner
BWA
$9.6B
$760K 0.02%
21,865
-26,137
-54% -$908K
EXEL icon
809
Exelixis
EXEL
$10.5B
$758K 0.02%
31,930
-7,807
-20% -$185K
BCC icon
810
Boise Cascade
BCC
$3.32B
$758K 0.02%
4,940
+85
+2% +$13K
KBH icon
811
KB Home
KBH
$4.59B
$757K 0.02%
10,682
-5,337
-33% -$378K
ELS icon
812
Equity Lifestyle Properties
ELS
$11.9B
$756K 0.02%
11,737
+150
+1% +$9.66K
ERIE icon
813
Erie Indemnity
ERIE
$17.7B
$755K 0.02%
1,880
-195
-9% -$78.3K
APAM icon
814
Artisan Partners
APAM
$3.32B
$754K 0.02%
16,469
+2,320
+16% +$106K
XLK icon
815
Technology Select Sector SPDR Fund
XLK
$86.6B
$751K 0.02%
3,608
-165
-4% -$34.4K
CHKP icon
816
Check Point Software Technologies
CHKP
$21.1B
$750K 0.02%
4,573
+1,003
+28% +$165K
GLPI icon
817
Gaming and Leisure Properties
GLPI
$13.7B
$748K 0.02%
16,226
-8,147
-33% -$375K
HRB icon
818
H&R Block
HRB
$6.98B
$747K 0.02%
15,219
-3,577
-19% -$176K
EXAS icon
819
Exact Sciences
EXAS
$10.6B
$745K 0.02%
10,792
-174
-2% -$12K
NTNX icon
820
Nutanix
NTNX
$21.7B
$743K 0.02%
12,045
+187
+2% +$11.5K
HALO icon
821
Halozyme
HALO
$9.07B
$742K 0.02%
18,248
-1,802
-9% -$73.3K
TRU icon
822
TransUnion
TRU
$18.1B
$741K 0.02%
9,281
+1,124
+14% +$89.7K
PHG icon
823
Philips
PHG
$27.2B
$732K 0.02%
39,471
+3,866
+11% +$71.7K
IMO icon
824
Imperial Oil
IMO
$46.8B
$732K 0.02%
10,586
+337
+3% +$23.3K
EQNR icon
825
Equinor
EQNR
$61.1B
$731K 0.02%
27,029
+1,742
+7% +$47.1K
31 32
33
34 35