VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $8.86B
1-Year Return 26.43%
This Quarter Return
+10.12%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$3.26B
AUM Growth
+$385M
Cap. Flow
+$156M
Cap. Flow %
4.79%
Top 10 Hldgs %
24.94%
Holding
1,558
New
92
Increased
928
Reduced
432
Closed
91

Top Buys

1
AAPL icon
Apple
AAPL
+$16.3M
2
MSFT icon
Microsoft
MSFT
+$16.2M
3
JNJ icon
Johnson & Johnson
JNJ
+$6.71M
4
NVDA icon
NVIDIA
NVDA
+$5.12M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.5M

Top Sells

1
AIG icon
American International
AIG
+$5.86M
2
VTRS icon
Viatris
VTRS
+$3.05M
3
NRG icon
NRG Energy
NRG
+$2.84M
4
VZ icon
Verizon
VZ
+$2.54M
5
AMZN icon
Amazon
AMZN
+$2.24M

Sector Composition

1 Technology 28.66%
2 Healthcare 12.89%
3 Financials 12.15%
4 Consumer Discretionary 10.96%
5 Industrials 9.19%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
KMX icon
826
CarMax
KMX
$9.13B
$585K 0.02%
6,990
+2,810
+67% +$235K
OGN icon
827
Organon & Co
OGN
$2.76B
$584K 0.02%
28,080
-56,000
-67% -$1.17M
BF.B icon
828
Brown-Forman Class B
BF.B
$13B
$583K 0.02%
8,728
+541
+7% +$36.1K
COIN icon
829
Coinbase
COIN
$82.2B
$581K 0.02%
8,115
-2,089
-20% -$149K
BSY icon
830
Bentley Systems
BSY
$16.2B
$581K 0.02%
10,707
-150
-1% -$8.13K
LSXMK
831
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$580K 0.02%
22,873
+7,693
+51% +$195K
CPT icon
832
Camden Property Trust
CPT
$11.8B
$578K 0.02%
5,313
-37
-0.7% -$4.03K
CFR icon
833
Cullen/Frost Bankers
CFR
$8.21B
$578K 0.02%
5,371
-754
-12% -$81.1K
CBOE icon
834
Cboe Global Markets
CBOE
$24.8B
$577K 0.02%
4,182
+58
+1% +$8K
USFD icon
835
US Foods
USFD
$18B
$577K 0.02%
13,114
+2,676
+26% +$118K
LDOS icon
836
Leidos
LDOS
$23.5B
$577K 0.02%
6,520
-696
-10% -$61.6K
NOV icon
837
NOV
NOV
$4.92B
$577K 0.02%
35,951
-490
-1% -$7.86K
CHE icon
838
Chemed
CHE
$6.62B
$573K 0.02%
1,058
+48
+5% +$26K
AWR icon
839
American States Water
AWR
$2.81B
$572K 0.02%
6,574
-94
-1% -$8.18K
RVTY icon
840
Revvity
RVTY
$9.91B
$571K 0.02%
4,808
-637
-12% -$75.7K
AVTR icon
841
Avantor
AVTR
$8.84B
$569K 0.02%
27,680
+2,979
+12% +$61.2K
TX icon
842
Ternium
TX
$6.86B
$568K 0.02%
14,324
-277
-2% -$11K
AOS icon
843
A.O. Smith
AOS
$10.4B
$567K 0.02%
7,796
+351
+5% +$25.5K
GEN icon
844
Gen Digital
GEN
$18.2B
$566K 0.02%
30,533
+9,194
+43% +$171K
APP icon
845
Applovin
APP
$192B
$566K 0.02%
22,001
+4,012
+22% +$103K
BEN icon
846
Franklin Resources
BEN
$12.9B
$562K 0.02%
21,023
-199
-0.9% -$5.32K
ELF icon
847
e.l.f. Beauty
ELF
$7.82B
$559K 0.02%
4,897
+286
+6% +$32.7K
WING icon
848
Wingstop
WING
$7.69B
$554K 0.02%
2,770
+38
+1% +$7.61K
ERIE icon
849
Erie Indemnity
ERIE
$17.6B
$553K 0.02%
2,635
-67
-2% -$14.1K
VC icon
850
Visteon
VC
$3.49B
$552K 0.02%
3,843
+230
+6% +$33K
32 33
34
35 36