VPIM
Vanguard Personalized Indexing Management Portfolio holdings
AUM
$8.86B
1-Year Return
26.43%
This Quarter Return
-2.18%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$6.78B
AUM Growth
+$161M
(+2.4%)
Cap. Flow
+$471M
Cap. Flow
% of AUM
6.95%
Top 10 Holdings %
Top 10 Hldgs %
28.84%
Holding
1,935
New
129
Increased
1,230
Reduced
459
Closed
96
Top Buys
| 1 |
Apple
AAPL
|
+$27.3M |
| 2 |
NVIDIA
NVDA
|
+$13M |
| 3 |
Amazon
AMZN
|
+$11.5M |
| 4 |
Johnson & Johnson
JNJ
|
+$11.5M |
| 5 |
Meta Platforms (Facebook)
META
|
+$8.49M |
Top Sells
| 1 |
SUM
Summit Materials, Inc. Class A Common Stock
SUM
|
+$1.66M |
| 2 |
Vanguard Total World Stock ETF
VT
|
+$1.57M |
| 3 |
General Mills
GIS
|
+$1.25M |
| 4 |
ALTM
Arcadium Lithium plc
ALTM
|
+$1.08M |
| 5 |
Lockheed Martin
LMT
|
+$889K |
Sector Composition
| 1 | Technology | 29.44% |
| 2 | Financials | 14.94% |
| 3 | Healthcare | 10.98% |
| 4 | Consumer Discretionary | 10.14% |
| 5 | Communication Services | 8.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
826
Smith & Nephew
SNN
$16.7B
| $928K | 0.01% |
32,706
+6,261
| +24% | +$178K |
|
827
STMicroelectronics
STM
$23.3B
| $927K | 0.01% |
42,234
+9,596
| +29% | +$211K |
|
828
Rithm Capital
RITM
$6.65B
| $921K | 0.01% |
80,446
+6,664
| +9% | +$76.3K |
|
829
MakeMyTrip
MMYT
$9.58B
| $920K | 0.01% |
9,388
+170
| +2% | +$16.7K |
|
830
Doximity
DOCS
$13.2B
| $918K | 0.01% |
15,816
+2,169
| +16% | +$126K |
|
831
Coherent
COHR
$16.1B
| $917K | 0.01% |
14,126
-532
| -4% | -$34.5K |
|
832
MACOM Technology Solutions
MTSI
$9.76B
| $917K | 0.01% |
9,135
-265
| -3% | -$26.6K |
|
833
Kyndryl
KD
$7.57B
| $915K | 0.01% |
29,136
+1,858
| +7% | +$58.3K |
|
834
Stellantis
STLA
$27.6B
| $914K | 0.01% |
81,549
-14,514
| -15% | -$163K |
|
835
Clearway Energy Class C
CWEN
$3.37B
| $914K | 0.01% |
30,179
+1,306
| +5% | +$39.5K |
|
836
Simpson Manufacturing
SSD
$8.07B
| $913K | 0.01% |
5,815
+545
| +10% | +$85.6K |
|
837
Hanover Insurance
THG
$6.51B
| $912K | 0.01% |
5,243
-10
| -0.2% | -$1.74K |
|
838
SouthState Bank Corporation
SSB
$10.3B
| $912K | 0.01% |
9,821
+4,748
| +94% | +$441K |
|
839
H&R Block
HRB
$6.98B
| $912K | 0.01% |
16,601
-232
| -1% | -$12.7K |
|
840
Crane Co
CR
$10.7B
| $909K | 0.01% |
5,932
+424
| +8% | +$65K |
|
841
Crocs
CROX
$4.42B
| $902K | 0.01% |
8,491
+445
| +6% | +$47.3K |
|
842
Gaming and Leisure Properties
GLPI
$13.7B
| $901K | 0.01% |
17,693
+1,536
| +10% | +$78.2K |
|
843
Jackson Financial
JXN
$6.9B
| $896K | 0.01% |
10,698
+1,612
| +18% | +$135K |
|
844
Carlyle Group
CG
$24.4B
| $895K | 0.01% |
20,530
-1,008
| -5% | -$43.9K |
|
845
Frontier Communications
FYBR
$9.38B
| $892K | 0.01% |
24,880
+762
| +3% | +$27.3K |
|
846
Portland General Electric
POR
$4.65B
| $891K | 0.01% |
19,969
+353
| +2% | +$15.7K |
|
847
Western Alliance Bancorporation
WAL
$9.89B
| $889K | 0.01% |
11,566
-353
| -3% | -$27.1K |
|
848
Woodward
WWD
$14.4B
| $885K | 0.01% |
4,847
-283
| -6% | -$51.6K |
|
849
SPS Commerce
SPSC
$4.26B
| $884K | 0.01% |
6,660
+1,271
| +24% | +$169K |
|
850
iShares Core S&P US Growth ETF
IUSG
$25.2B
| $883K | 0.01% |
6,950
| – | – |
|