VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $9.76B
1-Year Est. Return 32.27%
This Quarter Est. Return
1 Year Est. Return
+32.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.76B
AUM Growth
+$903M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,066
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$15.4M
3
+$14.3M
4
MSFT icon
Microsoft
MSFT
+$13.6M
5
AMZN icon
Amazon
AMZN
+$9.62M

Top Sells

1
+$4.87M
2
+$4.85M
3
+$4.58M
4
PARA
Paramount Global Class B
PARA
+$3.78M
5
ACN icon
Accenture
ACN
+$2.68M

Sector Composition

1 Technology 33.85%
2 Financials 13.96%
3 Consumer Discretionary 10.32%
4 Communication Services 9.77%
5 Healthcare 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VZ icon
76
Verizon
VZ
$171B
$20.4M 0.21%
463,421
+9,953
AMGN icon
77
Amgen
AMGN
$182B
$20.3M 0.21%
71,775
-489
TXN icon
78
Texas Instruments
TXN
$159B
$20.1M 0.21%
109,469
-13,088
PANW icon
79
Palo Alto Networks
PANW
$132B
$19.8M 0.2%
97,439
-1,452
SYK icon
80
Stryker
SYK
$140B
$19.4M 0.2%
52,470
-399
ADBE icon
81
Adobe
ADBE
$135B
$18.9M 0.19%
53,634
-5,939
ADP icon
82
Automatic Data Processing
ADP
$104B
$18.7M 0.19%
63,830
-486
TMUS icon
83
T-Mobile US
TMUS
$235B
$18.6M 0.19%
77,794
+2,299
SCHW icon
84
Charles Schwab
SCHW
$164B
$18.4M 0.19%
192,938
+2,400
UNP icon
85
Union Pacific
UNP
$138B
$18.3M 0.19%
77,198
+3,196
HON icon
86
Honeywell
HON
$123B
$18.1M 0.19%
85,832
-3,896
MCK icon
87
McKesson
MCK
$102B
$17.1M 0.18%
22,158
-105
MO icon
88
Altria Group
MO
$98.7B
$17M 0.17%
257,791
+2,476
ORLY icon
89
O'Reilly Automotive
ORLY
$84.3B
$17M 0.17%
158,022
+861
NVS icon
90
Novartis
NVS
$254B
$17M 0.17%
132,536
+6,924
DE icon
91
Deere & Co
DE
$127B
$16.8M 0.17%
36,751
-1,051
TT icon
92
Trane Technologies
TT
$91.2B
$16.6M 0.17%
39,292
+181
HCA icon
93
HCA Healthcare
HCA
$114B
$16.4M 0.17%
38,584
-187
ACN icon
94
Accenture
ACN
$162B
$16.4M 0.17%
66,289
-10,845
CB icon
95
Chubb
CB
$116B
$16.1M 0.16%
57,005
-789
ADI icon
96
Analog Devices
ADI
$134B
$16M 0.16%
65,214
-2,866
CDNS icon
97
Cadence Design Systems
CDNS
$86.5B
$16M 0.16%
45,640
+1,355
BA icon
98
Boeing
BA
$156B
$16M 0.16%
73,972
+3,965
DUK icon
99
Duke Energy
DUK
$93.1B
$16M 0.16%
128,860
+8,092
BX icon
100
Blackstone
BX
$113B
$15.8M 0.16%
92,630
+5,738
2 3
4
5 6