VPIM
Vanguard Personalized Indexing Management Portfolio holdings
AUM
$10.2B
1-Year Est. Return
34.65%
This Fund
S&P 500
1 Year Est. Return
+34.65%
AUM
$10.3B
AUM Growth
+$487M
(+5%)
Holding
2,091
Top Buys
| 1 | +$19.5M | |
| 2 | +$18.2M | |
| 3 | +$14.3M | |
| 4 |
Eli Lilly
LLY
|
+$13.8M |
| 5 |
JPMorgan Chase
JPM
|
+$9.55M |
Top Sells
| 1 | +$5M | |
| 2 | +$4.87M | |
| 3 | +$4.73M | |
| 4 |
DuPont de Nemours
DD
|
+$3.94M |
| 5 |
Procter & Gamble
PG
|
+$2.89M |
Sector Composition
| 1 | Technology | 33.3% |
| 2 | Financials | 14.31% |
| 3 | Consumer Discretionary | 10.17% |
| 4 | Communication Services | 10.06% |
| 5 | Healthcare | 9.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
826
Toast
TOST
$15.3B
| $1.2M | 0.01% |
33,670
+2,516
|
|
||
827
Nutrien
NTR
$32.9B
| $1.2M | 0.01% |
19,371
+1,040
|
|
||
828
Aecom
ACM
$9.18B
| $1.19M | 0.01% |
12,524
-600
|
|
||
829
Schwab US Mid-Cap ETF
SCHM
$14.7B
| $1.19M | 0.01% |
39,447
|
|
||
|
SII
830
Sprott
SII
$3.44B
| $1.19M | 0.01% |
12,107
+1,472
|
|
||
831
Antero Midstream
AM
$10.1B
| $1.19M | 0.01% |
66,626
+1,449
|
|
||
832
CNX Resources
CNX
$4.71B
| $1.18M | 0.01% |
32,133
+3,737
|
|
||
833
Vanguard Value ETF
VTV
$179B
| $1.18M | 0.01% |
6,178
-1,349
|
|
||
834
MP Materials
MP
$12.9B
| $1.18M | 0.01% |
23,313
+6,037
|
|
||
835
Donaldson
DCI
$9.92B
| $1.18M | 0.01% |
13,260
+996
|
|
||
836
CGI
GIB
$14.5B
| $1.17M | 0.01% |
12,707
-791
|
|
||
837
Advanced Drainage Systems
WMS
$10.4B
| $1.17M | 0.01% |
8,087
+461
|
|
||
838
RPM International
RPM
$13.4B
| $1.17M | 0.01% |
11,236
-704
|
|
||
839
CNO Financial Group
CNO
$4.37B
| $1.17M | 0.01% |
27,505
+1,516
|
|
||
840
Hormel Foods
HRL
$12.8B
| $1.17M | 0.01% |
49,283
+15,526
|
|
||
841
Vaxcyte
PCVX
$6.85B
| $1.16M | 0.01% |
25,224
+9,369
|
|
||
842
Robert Half
RHI
$3.07B
| $1.16M | 0.01% |
42,626
+14,538
|
|
||
843
Builders FirstSource
BLDR
$8.11B
| $1.16M | 0.01% |
11,229
+133
|
|
||
844
Regal Rexnord
RRX
$14.2B
| $1.15M | 0.01% |
8,229
-190
|
|
||
845
Vanguard Total International Stock ETF
VXUS
$152B
| $1.15M | 0.01% |
15,276
|
|
||
846
Teva Pharmaceuticals
TEVA
$38.5B
| $1.15M | 0.01% |
36,921
+449
|
|
||
847
Kilroy Realty
KRC
$4.06B
| $1.15M | 0.01% |
30,758
-2,136
|
|
||
848
Aegon
AEG
$12.8B
| $1.15M | 0.01% |
148,929
+3,647
|
|
||
849
Tradeweb Markets
TW
$20.9B
| $1.15M | 0.01% |
10,669
-947
|
|
||
850
Host Hotels & Resorts
HST
$16.2B
| $1.14M | 0.01% |
64,306
+4,055
|
|