VPIM
Vanguard Personalized Indexing Management Portfolio holdings
AUM
$8.86B
1-Year Return
26.43%
This Quarter Return
+15.08%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$8.86B
AUM Growth
+$2.08B
(+31%)
Cap. Flow
+$1.35B
Cap. Flow
% of AUM
15.21%
Top 10 Holdings %
Top 10 Hldgs %
31.49%
Holding
2,054
New
215
Increased
1,371
Reduced
346
Closed
109
Top Buys
| 1 |
Microsoft
MSFT
|
+$104M |
| 2 |
NVIDIA
NVDA
|
+$85.4M |
| 3 |
Apple
AAPL
|
+$44.7M |
| 4 |
Amazon
AMZN
|
+$43.7M |
| 5 |
Broadcom
AVGO
|
+$41M |
Top Sells
| 1 |
DFS
Discover Financial Services
DFS
|
+$6.47M |
| 2 |
Vanguard Total World Stock ETF
VT
|
+$3.04M |
| 3 |
Chevron
CVX
|
+$1.57M |
| 4 |
iShares US Technology ETF
IYW
|
+$1.26M |
| 5 |
X
US Steel
X
|
+$1.1M |
Sector Composition
| 1 | Technology | 32.78% |
| 2 | Financials | 14.41% |
| 3 | Consumer Discretionary | 10.16% |
| 4 | Healthcare | 9.25% |
| 5 | Communication Services | 9.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
926
Nextracker
NXT
$10B
| $872K | 0.01% |
16,013
+400
| +3% | +$21.8K |
|
927
APi Group
APG
$14.6B
| $871K | 0.01% |
25,593
+5,127
| +25% | +$175K |
|
928
Brunswick
BC
$4.23B
| $867K | 0.01% |
15,686
+3,793
| +32% | +$210K |
|
929
Skechers
SKX
$9.5B
| $865K | 0.01% |
13,709
+5,704
| +71% | +$360K |
|
930
Columbia Banking Systems
COLB
$7.84B
| $861K | 0.01% |
36,733
+10,139
| +38% | +$238K |
|
931
Simpson Manufacturing
SSD
$7.97B
| $860K | 0.01% |
5,534
-281
| -5% | -$43.6K |
|
932
Tencent Music
TME
$39.2B
| $859K | 0.01% |
44,096
+10,083
| +30% | +$197K |
|
933
Erie Indemnity
ERIE
$17.3B
| $859K | 0.01% |
2,478
-23
| -0.9% | -$7.98K |
|
934
Boyd Gaming
BYD
$6.84B
| $859K | 0.01% |
10,979
+702
| +7% | +$54.9K |
|
935
Chemed
CHE
$6.57B
| $857K | 0.01% |
1,760
+136
| +8% | +$66.2K |
|
936
Rocket Lab Corporation Common Stock
RKLB
$22.3B
| $856K | 0.01% |
23,940
+9,817
| +70% | +$351K |
|
937
Chewy
CHWY
$14.5B
| $852K | 0.01% |
19,990
+3,019
| +18% | +$129K |
|
938
Baxter International
BAX
$12.3B
| $852K | 0.01% |
28,128
-8,471
| -23% | -$257K |
|
939
Equity Lifestyle Properties
ELS
$11.7B
| $850K | 0.01% |
13,780
+1,545
| +13% | +$95.3K |
|
940
Advanced Drainage Systems
WMS
$11B
| $850K | 0.01% |
7,395
+1,196
| +19% | +$137K |
|
941
Air Lease Corp
AL
$7.11B
| $850K | 0.01% |
14,524
-710
| -5% | -$41.5K |
|
942
PVH
PVH
$3.93B
| $848K | 0.01% |
12,360
+760
| +7% | +$52.1K |
|
943
Grupo Cibest S.A. American Depositary Shares (each representing four (4) Preferred Shares)
CIB
$12.9B
| $846K | 0.01% |
18,317
+3,384
| +23% | +$156K |
|
944
SLM Corp
SLM
$6.01B
| $844K | 0.01% |
25,751
+1,172
| +5% | +$38.4K |
|
945
Nice
NICE
$8.77B
| $844K | 0.01% |
4,998
+1,773
| +55% | +$299K |
|
946
Exact Sciences
EXAS
$10.4B
| $839K | 0.01% |
15,796
+2,853
| +22% | +$152K |
|
947
Piper Sandler
PIPR
$5.95B
| $838K | 0.01% |
3,015
+443
| +17% | +$123K |
|
948
Rexford Industrial Realty
REXR
$10.1B
| $837K | 0.01% |
23,540
-5,143
| -18% | -$183K |
|
949
Moog
MOG.A
$6.24B
| $837K | 0.01% |
4,626
+233
| +5% | +$42.2K |
|
950
Unity
U
$18.2B
| $836K | 0.01% |
34,558
+2,962
| +9% | +$71.7K |
|