VPIM
Vanguard Personalized Indexing Management Portfolio holdings
AUM
$8.86B
1-Year Return
26.43%
This Quarter Return
+7.25%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$6.21B
AUM Growth
+$957M
(+18%)
Cap. Flow
+$582M
Cap. Flow
% of AUM
9.37%
Top 10 Holdings %
Top 10 Hldgs %
29.82%
Holding
1,829
New
137
Increased
1,264
Reduced
356
Closed
54
Top Buys
| 1 |
Apple
AAPL
|
+$33.3M |
| 2 |
Microsoft
MSFT
|
+$26M |
| 3 |
NVIDIA
NVDA
|
+$21.8M |
| 4 |
Meta Platforms (Facebook)
META
|
+$15.9M |
| 5 |
Amazon
AMZN
|
+$14.8M |
Top Sells
| 1 |
Intel
INTC
|
+$1.67M |
| 2 |
General Dynamics
GD
|
+$1.4M |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
+$1.17M |
| 4 |
West Pharmaceutical
WST
|
+$1.16M |
| 5 |
WRK
WestRock Company
WRK
|
+$1.16M |
Sector Composition
| 1 | Technology | 31.1% |
| 2 | Financials | 12.99% |
| 3 | Healthcare | 11.47% |
| 4 | Consumer Discretionary | 10.19% |
| 5 | Industrials | 8.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
876
WPP
WPP
$5.77B
| $805K | 0.01% |
15,734
+1,005
| +7% | +$51.4K |
|
877
CubeSmart
CUBE
$9.47B
| $804K | 0.01% |
14,941
+1,514
| +11% | +$81.5K |
|
878
OGE Energy
OGE
$8.9B
| $802K | 0.01% |
19,548
+1,482
| +8% | +$60.8K |
|
879
Antero Resources
AR
$10.1B
| $800K | 0.01% |
27,922
+5,277
| +23% | +$151K |
|
880
AGCO
AGCO
$8.15B
| $800K | 0.01% |
8,174
+1,967
| +32% | +$192K |
|
|
WBA
881
DELISTED
Walgreens Boots Alliance
WBA
| $800K | 0.01% |
89,266
+36,866
| +70% | +$330K |
|
882
Cognex
CGNX
$7.53B
| $800K | 0.01% |
19,745
-4,985
| -20% | -$202K |
|
883
Matador Resources
MTDR
$6.04B
| $799K | 0.01% |
16,174
-531
| -3% | -$26.2K |
|
884
Toro Company
TTC
$7.79B
| $798K | 0.01% |
9,199
-442
| -5% | -$38.3K |
|
885
Crane Co
CR
$10.7B
| $796K | 0.01% |
5,027
+72
| +1% | +$11.4K |
|
886
Gentex
GNTX
$6.24B
| $794K | 0.01% |
26,731
-5,287
| -17% | -$157K |
|
887
iShares Core MSCI International Developed Markets ETF
IDEV
$22B
| $791K | 0.01% |
11,174
-3,326
| -23% | -$236K |
|
888
Sanmina
SANM
$6.42B
| $791K | 0.01% |
11,557
-96
| -0.8% | -$6.57K |
|
889
Light & Wonder
LNW
$7.4B
| $791K | 0.01% |
8,719
+563
| +7% | +$51.1K |
|
890
Mohawk Industries
MHK
$8.61B
| $789K | 0.01% |
4,909
+649
| +15% | +$104K |
|
891
Vontier
VNT
$6.37B
| $788K | 0.01% |
23,352
-813
| -3% | -$27.4K |
|
892
Grand Canyon Education
LOPE
$5.81B
| $784K | 0.01% |
5,527
+54
| +1% | +$7.66K |
|
893
Hanover Insurance
THG
$6.43B
| $777K | 0.01% |
5,245
+120
| +2% | +$17.8K |
|
894
Nova
NVMI
$8.54B
| $776K | 0.01% |
3,727
+44
| +1% | +$9.17K |
|
895
Darling Ingredients
DAR
$5.01B
| $775K | 0.01% |
20,857
+3,191
| +18% | +$119K |
|
896
Vanguard Mega Cap Growth ETF
MGK
$29.6B
| $775K | 0.01% |
2,407
-50
| -2% | -$16.1K |
|
897
monday.com
MNDY
$9.87B
| $775K | 0.01% |
2,789
+187
| +7% | +$51.9K |
|
898
Radian Group
RDN
$4.81B
| $773K | 0.01% |
22,288
+2,002
| +10% | +$69.4K |
|
899
Elanco Animal Health
ELAN
$9.35B
| $768K | 0.01% |
52,265
-165
| -0.3% | -$2.42K |
|
900
Vaxcyte
PCVX
$4.21B
| $767K | 0.01% |
6,716
+1,866
| +38% | +$213K |
|