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
LIN icon
76
Linde
LIN
$236B
$20.4M 0.2%
47,765
-11,361
SCHW icon
77
Charles Schwab
SCHW
$170B
$20M 0.2%
200,445
+7,507
ADBE icon
78
Adobe
ADBE
$107B
$19.7M 0.19%
56,398
+2,764
CB icon
79
Chubb
CB
$134B
$19.6M 0.19%
62,701
+5,696
UNP icon
80
Union Pacific
UNP
$158B
$19.3M 0.19%
83,404
+6,206
MCK icon
81
McKesson
MCK
$121B
$19.1M 0.19%
23,327
+1,169
ADP icon
82
Automatic Data Processing
ADP
$86.6B
$19.1M 0.19%
74,335
+10,505
ADI icon
83
Analog Devices
ADI
$172B
$19M 0.19%
70,205
+4,991
UBER icon
84
Uber
UBER
$156B
$19M 0.19%
232,248
-10,617
HCA icon
85
HCA Healthcare
HCA
$119B
$18.9M 0.18%
40,456
+1,872
TXN icon
86
Texas Instruments
TXN
$190B
$18.7M 0.18%
107,908
-1,561
CEG icon
87
Constellation Energy
CEG
$118B
$18.2M 0.18%
51,447
+3,857
NVS icon
88
Novartis
NVS
$318B
$18M 0.18%
130,399
-2,137
DE icon
89
Deere & Co
DE
$171B
$17.8M 0.17%
38,291
+1,540
VRTX icon
90
Vertex Pharmaceuticals
VRTX
$123B
$17.8M 0.17%
39,165
+2,165
PANW icon
91
Palo Alto Networks
PANW
$123B
$17.7M 0.17%
95,833
-1,606
SYK icon
92
Stryker
SYK
$148B
$17.5M 0.17%
49,667
-2,803
DHR icon
93
Danaher
DHR
$146B
$17.5M 0.17%
76,247
+6,310
PH icon
94
Parker-Hannifin
PH
$128B
$16.9M 0.17%
19,238
+969
CMI icon
95
Cummins
CMI
$80.2B
$16.8M 0.16%
32,919
+1,197
VZ icon
96
Verizon
VZ
$211B
$16.4M 0.16%
402,587
-60,834
GM icon
97
General Motors
GM
$70.3B
$16.3M 0.16%
200,136
+5,267
HON icon
98
Honeywell
HON
$157B
$16M 0.16%
81,899
-3,933
BA icon
99
Boeing
BA
$180B
$15.9M 0.15%
73,048
-924
WELL icon
100
Welltower
WELL
$147B
$15.6M 0.15%
84,237
+6,384
2 3
4
5 6