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
REYN icon
1026
Reynolds Consumer Products
REYN
$4.91B
$803K 0.01%
35,033
-1,599
BFH icon
1027
Bread Financial
BFH
$3.24B
$802K 0.01%
10,837
+425
CE icon
1028
Celanese
CE
$5.6B
$802K 0.01%
18,961
+7,823
KBH icon
1029
KB Home
KBH
$3.77B
$798K 0.01%
14,144
-89
IJH icon
1030
iShares Core S&P Mid-Cap ETF
IJH
$109B
$795K 0.01%
12,051
-73
SIMO icon
1031
Silicon Motion
SIMO
$4.16B
$790K 0.01%
8,523
-281
PCOR icon
1032
Procore
PCOR
$8.69B
$785K 0.01%
10,792
+449
BSAC icon
1033
Banco Santander Chile
BSAC
$15B
$785K 0.01%
25,225
+2,233
MMS icon
1034
Maximus
MMS
$4.25B
$784K 0.01%
9,087
-320
SR icon
1035
Spire
SR
$5.44B
$776K 0.01%
9,382
-156
OPCH icon
1036
Option Care Health
OPCH
$4.81B
$776K 0.01%
24,351
+1,564
GNRC icon
1037
Generac Holdings
GNRC
$13B
$775K 0.01%
5,681
+91
KOF icon
1038
Coca-Cola Femsa
KOF
$22.7B
$774K 0.01%
8,170
+760
RNAM
1039
DELISTED
Avidity Biosciences
RNAM
$771K 0.01%
10,695
+901
GTLS icon
1040
Chart Industries
GTLS
$9.32B
$769K 0.01%
3,729
+78
BKU icon
1041
Bankunited
BKU
$3.48B
$765K 0.01%
17,174
-71
CVLT icon
1042
Commault Systems
CVLT
$3.85B
$765K 0.01%
6,101
-308
DDS icon
1043
Dillards
DDS
$9.84B
$763K 0.01%
1,259
-11
TRP icon
1044
TC Energy
TRP
$66.8B
$763K 0.01%
13,873
-223
UI icon
1045
Ubiquiti
UI
$48.3B
$762K 0.01%
1,377
-119
SWK icon
1046
Stanley Black & Decker
SWK
$12.4B
$761K 0.01%
10,244
-2,504
OTEX icon
1047
Open Text
OTEX
$6.28B
$760K 0.01%
23,338
-1,254
IEX icon
1048
IDEX
IEX
$15.5B
$755K 0.01%
4,242
+302
IDCC icon
1049
InterDigital
IDCC
$9.59B
$753K 0.01%
2,365
+130
SOBO
1050
South Bow Corp
SOBO
$6.94B
$752K 0.01%
27,391
+7,530