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
VLY icon
951
Valley National Bancorp
VLY
$6.94B
$936K 0.01%
80,097
+740
DY icon
952
Dycom Industries
DY
$11.1B
$933K 0.01%
2,761
+129
JAZZ icon
953
Jazz Pharmaceuticals
JAZZ
$11.6B
$932K 0.01%
5,481
+342
VFC icon
954
VF Corp
VFC
$7.32B
$929K 0.01%
51,408
+11,852
PR icon
955
Permian Resources
PR
$14B
$929K 0.01%
66,236
+5,116
RIG icon
956
Transocean
RIG
$6.76B
$928K 0.01%
224,698
+8,250
VMI icon
957
Valmont Industries
VMI
$8.82B
$927K 0.01%
2,303
+21
DOCS icon
958
Doximity
DOCS
$4.82B
$923K 0.01%
20,855
-2,403
CWK icon
959
Cushman & Wakefield Ltd
CWK
$3.07B
$922K 0.01%
56,952
-685
EXP icon
960
Eagle Materials
EXP
$6.65B
$921K 0.01%
4,458
-215
CRBG icon
961
Corebridge Financial
CRBG
$12.6B
$918K 0.01%
30,413
-65
ACI icon
962
Albertsons Companies
ACI
$8.79B
$915K 0.01%
53,288
+6,873
VT icon
963
Vanguard Total World Stock ETF
VT
$62.4B
$909K 0.01%
6,446
-221
IREN icon
964
Iris Energy
IREN
$13.3B
$908K 0.01%
24,048
+1,655
ACT icon
965
Enact Holdings
ACT
$6.11B
$906K 0.01%
22,865
+833
OGE icon
966
OGE Energy
OGE
$10.1B
$905K 0.01%
21,195
-395
FUTU icon
967
Futu Holdings
FUTU
$20.1B
$905K 0.01%
5,509
-635
BEPC icon
968
Brookfield Renewable
BEPC
$7.34B
$904K 0.01%
23,581
+617
HWC icon
969
Hancock Whitney
HWC
$5.44B
$903K 0.01%
14,186
+196
MRP
970
Millrose Properties Inc
MRP
$5.09B
$902K 0.01%
30,213
-5,838
SSD icon
971
Simpson Manufacturing
SSD
$7.82B
$899K 0.01%
5,565
-776
CZR icon
972
Caesars Entertainment
CZR
$5.41B
$897K 0.01%
38,368
+10,270
KD icon
973
Kyndryl
KD
$3.05B
$895K 0.01%
33,710
+796
CFR icon
974
Cullen/Frost Bankers
CFR
$8.69B
$891K 0.01%
7,038
-65
JOBY icon
975
Joby Aviation
JOBY
$9.27B
$891K 0.01%
67,507
+1,476
37 38
39
40 41