VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $10.3B
1-Year Est. Return 32.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.3B
AUM Growth
+$487M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,091
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$18.2M
3
+$14.3M
4
LLY icon
Eli Lilly
LLY
+$13.8M
5
JPM icon
JPMorgan Chase
JPM
+$9.55M

Top Sells

1
+$5M
2
+$4.87M
3
+$4.73M
4
DD icon
DuPont de Nemours
DD
+$3.94M
5
PG icon
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
QUAL icon
851
iShares MSCI USA Quality Factor ETF
QUAL
$49.5B
$1.14M 0.01%
5,717
+254
MORN icon
852
Morningstar
MORN
$7.52B
$1.13M 0.01%
5,219
+1,440
FER icon
853
Ferrovial SE
FER
$48.4B
$1.13M 0.01%
17,460
-674
DBX icon
854
Dropbox
DBX
$6.14B
$1.12M 0.01%
40,430
-3,169
ARE icon
855
Alexandria Real Estate Equities
ARE
$8.98B
$1.12M 0.01%
22,963
-4,306
REG icon
856
Regency Centers
REG
$14.5B
$1.12M 0.01%
16,230
-578
MRNA icon
857
Moderna
MRNA
$21.3B
$1.12M 0.01%
37,968
-10,980
EMN icon
858
Eastman Chemical
EMN
$8.23B
$1.12M 0.01%
17,499
-777
CLF icon
859
Cleveland-Cliffs
CLF
$6.09B
$1.11M 0.01%
83,855
+11,359
KNSL icon
860
Kinsale Capital Group
KNSL
$8.76B
$1.11M 0.01%
2,843
-156
JXN icon
861
Jackson Financial
JXN
$7.88B
$1.11M 0.01%
10,397
-161
LOPE icon
862
Grand Canyon Education
LOPE
$4.47B
$1.11M 0.01%
6,667
-996
SITM icon
863
SiTime
SITM
$9.37B
$1.1M 0.01%
3,124
+389
ELF icon
864
e.l.f. Beauty
ELF
$4.87B
$1.1M 0.01%
14,508
-456
CDE icon
865
Coeur Mining
CDE
$14.5B
$1.1M 0.01%
61,760
+12,568
STM icon
866
STMicroelectronics
STM
$29.6B
$1.1M 0.01%
42,406
-8,894
APG icon
867
APi Group
APG
$18.2B
$1.1M 0.01%
28,626
+2,175
CWEN icon
868
Clearway Energy Class C
CWEN
$4.52B
$1.09M 0.01%
32,872
+1,525
NLY icon
869
Annaly Capital Management
NLY
$16.5B
$1.09M 0.01%
48,578
+6,924
SPXC icon
870
SPX Corp
SPXC
$10.6B
$1.08M 0.01%
5,422
-127
FLR icon
871
Fluor
FLR
$6.77B
$1.08M 0.01%
27,331
+136
EG icon
872
Everest Group
EG
$13.5B
$1.08M 0.01%
3,190
-1,783
BF.B icon
873
Brown-Forman Class B
BF.B
$12.1B
$1.08M 0.01%
41,462
+2,861
APPF icon
874
AppFolio
APPF
$6.83B
$1.08M 0.01%
4,639
+1,336
KEN icon
875
Kenon Holdings
KEN
$4.42B
$1.08M 0.01%
16,273
+2,143
33 34
35
36 37