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 | |
|---|---|---|---|---|---|---|
951
Trip.com Group
TCOM
$47.4B
| $836K | 0.01% |
14,251
+2,920
| +26% | +$171K |
|
952
Albemarle
ALB
$8.63B
| $835K | 0.01% |
13,326
+1,710
| +15% | +$107K |
|
953
Stellantis
STLA
$25.3B
| $834K | 0.01% |
83,148
+1,599
| +2% | +$16K |
|
954
Bruker
BRKR
$4.63B
| $834K | 0.01% |
20,230
+9,918
| +96% | +$409K |
|
955
Knight Transportation
KNX
$6.76B
| $832K | 0.01% |
18,811
+3,256
| +21% | +$144K |
|
956
Nexstar Media Group
NXST
$5.98B
| $832K | 0.01% |
4,807
+528
| +12% | +$91.3K |
|
957
Futu Holdings
FUTU
$25.3B
| $826K | 0.01% |
6,686
+899
| +16% | +$111K |
|
958
Trex
TREX
$6.43B
| $826K | 0.01% |
15,191
+993
| +7% | +$54K |
|
959
Louisiana-Pacific
LPX
$6.64B
| $825K | 0.01% |
9,590
+320
| +3% | +$27.5K |
|
960
Group 1 Automotive
GPI
$6.09B
| $822K | 0.01% |
1,881
+34
| +2% | +$14.9K |
|
961
Dayforce
DAY
$10.9B
| $822K | 0.01% |
14,836
-1,426
| -9% | -$79K |
|
962
Donaldson
DCI
$9.34B
| $818K | 0.01% |
11,788
+315
| +3% | +$21.8K |
|
963
Insmed
INSM
$30.8B
| $813K | 0.01% |
8,081
-117
| -1% | -$11.8K |
|
964
Gildan
GIL
$8.08B
| $813K | 0.01% |
16,514
+62
| +0.4% | +$3.05K |
|
965
Dolby
DLB
$6.8B
| $813K | 0.01% |
10,947
-1,659
| -13% | -$123K |
|
966
Pool Corp
POOL
$11.9B
| $812K | 0.01% |
2,784
-978
| -26% | -$285K |
|
967
Applied Industrial Technologies
AIT
$9.95B
| $809K | 0.01% |
3,478
+419
| +14% | +$97.5K |
|
|
GAP
968
The Gap, Inc.
GAP
$8.93B
| $808K | 0.01% |
37,044
+3,168
| +9% | +$69.1K |
|
969
Enact Holdings
ACT
$5.71B
| $808K | 0.01% |
21,746
-1,406
| -6% | -$52.2K |
|
970
Vanguard Information Technology ETF
VGT
$102B
| $808K | 0.01% |
1,218
+164
| +16% | +$109K |
|
971
Globus Medical
GMED
$7.89B
| $807K | 0.01% |
13,676
-518
| -4% | -$30.6K |
|
972
Blue Owl Capital
OWL
$12.1B
| $807K | 0.01% |
42,006
+3,189
| +8% | +$61.3K |
|
973
Gaming and Leisure Properties
GLPI
$13.6B
| $806K | 0.01% |
17,261
-432
| -2% | -$20.2K |
|
974
Interpublic Group of Companies
IPG
$9.51B
| $805K | 0.01% |
32,895
-5,740
| -15% | -$141K |
|
|
PRMB
975
Primo Brands Corporation
PRMB
$9.12B
| $805K | 0.01% |
27,175
-598
| -2% | -$17.7K |
|