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
$8.86B
AUM Growth
+$2.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,054
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$85.4M
3
+$44.7M
4
AMZN icon
Amazon
AMZN
+$43.7M
5
AVGO icon
Broadcom
AVGO
+$41M

Top Sells

1
+$6.47M
2
+$3.04M
3
+$1.57M
4
IYW icon
iShares US Technology ETF
IYW
+$1.26M
5
X
US Steel
X
+$1.1M

Sector Composition

1 Technology 32.78%
2 Financials 14.41%
3 Consumer Discretionary 10.16%
4 Healthcare 9.26%
5 Communication Services 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GFL icon
1051
GFL Environmental
GFL
$15.4B
$695K 0.01%
13,783
+3,063
KBH icon
1052
KB Home
KBH
$3.94B
$695K 0.01%
13,120
+1,116
OZK icon
1053
Bank OZK
OZK
$4.97B
$695K 0.01%
14,765
-1,483
EAT icon
1054
Brinker International
EAT
$4.56B
$694K 0.01%
3,848
+285
FR icon
1055
First Industrial Realty Trust
FR
$7.45B
$690K 0.01%
14,336
-447
QSR icon
1056
Restaurant Brands International
QSR
$22.2B
$685K 0.01%
10,330
+239
COKE icon
1057
Coca-Cola Consolidated
COKE
$11.8B
$684K 0.01%
6,126
+16
MZTI
1058
The Marzetti Company
MZTI
$4.74B
$684K 0.01%
3,957
+30
ST icon
1059
Sensata Technologies
ST
$4.52B
$683K 0.01%
22,694
+6,169
MGV icon
1060
Vanguard Mega Cap Value ETF
MGV
$10.1B
$680K 0.01%
5,181
+179
CNXC icon
1061
Concentrix
CNXC
$2.16B
$676K 0.01%
12,797
+2,230
OVV icon
1062
Ovintiv
OVV
$9.84B
$676K 0.01%
17,757
-96
CALM icon
1063
Cal-Maine
CALM
$4.3B
$675K 0.01%
6,777
+824
CAR icon
1064
Avis
CAR
$5.04B
$674K 0.01%
3,986
+449
SLAB icon
1065
Silicon Laboratories
SLAB
$4.15B
$674K 0.01%
4,571
+901
FLS icon
1066
Flowserve
FLS
$8.8B
$672K 0.01%
12,841
+3,237
PB icon
1067
Prosperity Bancshares
PB
$6.41B
$666K 0.01%
9,486
+1,454
BRBR icon
1068
BellRing Brands
BRBR
$3.69B
$665K 0.01%
11,449
+476
FNB icon
1069
FNB Corp
FNB
$5.76B
$660K 0.01%
45,298
+11,501
SPDW icon
1070
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.6B
$657K 0.01%
16,217
SR icon
1071
Spire
SR
$5.29B
$655K 0.01%
8,974
+1,018
UFPI icon
1072
UFP Industries
UFPI
$5.36B
$655K 0.01%
6,592
-1,567
VB icon
1073
Vanguard Small-Cap ETF
VB
$67B
$653K 0.01%
2,754
+275
RGEN icon
1074
Repligen
RGEN
$8.04B
$651K 0.01%
5,235
-1,157
AAON icon
1075
Aaon
AAON
$8.61B
$648K 0.01%
8,763
-1,098
41 42
43
44 45