VPIM
Vanguard Personalized Indexing Management Portfolio holdings
AUM
$10.3B
1-Year Est. Return
32.08%
This Fund
S&P 500
1 Year Est. Return
+32.08%
AUM
$9.76B
AUM Growth
+$903M
(+10%)
Holding
2,066
Top Buys
| 1 | +$26.4M | |
| 2 | +$14.4M | |
| 3 | +$13.4M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$12.3M |
| 5 |
Amazon
AMZN
|
+$9.91M |
Top Sells
| 1 | +$4.87M | |
| 2 | +$4.85M | |
| 3 | +$4.65M | |
| 4 |
PARA
Paramount Global Class B
PARA
|
+$3.78M |
| 5 |
Accenture
ACN
|
+$2.83M |
Sector Composition
| 1 | Technology | 33.82% |
| 2 | Financials | 13.98% |
| 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 | |
|---|---|---|---|---|---|---|
76
Verizon
VZ
$207B
| $20.4M | 0.21% |
463,421
+9,953
|
|
||
77
Amgen
AMGN
$202B
| $20.3M | 0.21% |
71,775
-489
|
|
||
78
Texas Instruments
TXN
$199B
| $20.1M | 0.21% |
109,469
-13,088
|
|
||
79
Palo Alto Networks
PANW
$122B
| $19.8M | 0.2% |
97,439
-1,452
|
|
||
80
Stryker
SYK
$145B
| $19.4M | 0.2% |
52,470
-399
|
|
||
81
Adobe
ADBE
$106B
| $18.9M | 0.19% |
53,634
-5,939
|
|
||
82
Automatic Data Processing
ADP
$86.3B
| $18.7M | 0.19% |
63,830
-486
|
|
||
83
T-Mobile US
TMUS
$236B
| $18.6M | 0.19% |
77,794
+2,299
|
|
||
84
Charles Schwab
SCHW
$166B
| $18.4M | 0.19% |
192,938
+2,400
|
|
||
85
Union Pacific
UNP
$157B
| $18.3M | 0.19% |
77,198
+3,196
|
|
||
86
Honeywell
HON
$155B
| $18.1M | 0.19% |
85,832
-3,896
|
|
||
87
McKesson
MCK
$115B
| $17.1M | 0.18% |
22,158
-105
|
|
||
88
Altria Group
MO
$113B
| $17M | 0.17% |
257,791
+2,476
|
|
||
89
O'Reilly Automotive
ORLY
$78.6B
| $17M | 0.17% |
158,022
+861
|
|
||
90
Novartis
NVS
$312B
| $17M | 0.17% |
132,536
+6,924
|
|
||
91
Deere & Co
DE
$180B
| $16.8M | 0.17% |
36,751
-1,051
|
|
||
92
Trane Technologies
TT
$103B
| $16.6M | 0.17% |
39,292
+181
|
|
||
93
HCA Healthcare
HCA
$119B
| $16.4M | 0.17% |
38,584
-187
|
|
||
|
94
Accenture
ACN
$132B
| $16.4M | 0.17% |
66,289
-10,845
|
|
||
95
Chubb
CB
$129B
| $16.1M | 0.16% |
57,005
-789
|
|
||
96
Analog Devices
ADI
$173B
| $16M | 0.16% |
65,214
-2,866
|
|
||
97
Cadence Design Systems
CDNS
$80.4B
| $16M | 0.16% |
45,640
+1,355
|
|
||
98
Boeing
BA
$184B
| $16M | 0.16% |
73,972
+3,965
|
|
||
99
Duke Energy
DUK
$98.6B
| $16M | 0.16% |
128,860
+8,092
|
|
||
100
Blackstone
BX
$95.3B
| $15.8M | 0.16% |
92,630
+5,738
|
|