VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $8.86B
1-Year Return 26.43%
This Quarter Return
+15.08%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$8.86B
AUM Growth
+$2.08B
Cap. Flow
+$1.35B
Cap. Flow %
15.21%
Top 10 Hldgs %
31.49%
Holding
2,054
New
215
Increased
1,371
Reduced
346
Closed
109

Top Buys

1
MSFT icon
Microsoft
MSFT
+$104M
2
NVDA icon
NVIDIA
NVDA
+$85.4M
3
AAPL icon
Apple
AAPL
+$44.7M
4
AMZN icon
Amazon
AMZN
+$43.7M
5
AVGO icon
Broadcom
AVGO
+$41M

Top Sells

1
DFS
Discover Financial Services
DFS
+$6.47M
2
VT icon
Vanguard Total World Stock ETF
VT
+$3.04M
3
CVX icon
Chevron
CVX
+$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 9.25%
5 Communication Services 9.2%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
NOG icon
1076
Northern Oil and Gas
NOG
$2.52B
$648K 0.01%
22,857
+14,637
+178% +$415K
BPMC
1077
DELISTED
Blueprint Medicines
BPMC
$648K 0.01%
5,055
+1,262
+33% +$162K
BILI icon
1078
Bilibili
BILI
$10.2B
$648K 0.01%
30,195
+10,126
+50% +$217K
WH icon
1079
Wyndham Hotels & Resorts
WH
$6.43B
$645K 0.01%
7,877
+510
+7% +$41.8K
RYAN icon
1080
Ryan Specialty Holdings
RYAN
$6.53B
$644K 0.01%
9,478
+546
+6% +$37.1K
IJR icon
1081
iShares Core S&P Small-Cap ETF
IJR
$85.1B
$639K 0.01%
5,845
+582
+11% +$63.6K
CAE icon
1082
CAE Inc
CAE
$8.44B
$637K 0.01%
21,756
+2,216
+11% +$64.9K
LITE icon
1083
Lumentum
LITE
$11.5B
$636K 0.01%
6,691
+1,987
+42% +$189K
KTOS icon
1084
Kratos Defense & Security Solutions
KTOS
$11.1B
$636K 0.01%
13,685
+4,011
+41% +$186K
BBWI icon
1085
Bath & Body Works
BBWI
$5.81B
$631K 0.01%
21,060
+4,909
+30% +$147K
ACLS icon
1086
Axcelis
ACLS
$2.62B
$630K 0.01%
9,036
+3,750
+71% +$261K
UHAL.B icon
1087
U-Haul Holding Co Series N
UHAL.B
$9.68B
$630K 0.01%
11,580
-5,853
-34% -$318K
TEX icon
1088
Terex
TEX
$3.45B
$629K 0.01%
13,469
-1,757
-12% -$82K
FINV
1089
FinVolution Group
FINV
$1.94B
$629K 0.01%
66,308
+10,037
+18% +$95.2K
GFI icon
1090
Gold Fields
GFI
$33.1B
$629K 0.01%
26,555
+4,360
+20% +$103K
OGS icon
1091
ONE Gas
OGS
$4.5B
$627K 0.01%
8,726
+965
+12% +$69.3K
HAFN icon
1092
Hafnia
HAFN
$3.06B
$626K 0.01%
125,449
+65,871
+111% +$329K
UMBF icon
1093
UMB Financial
UMBF
$9.26B
$624K 0.01%
5,931
+170
+3% +$17.9K
VC icon
1094
Visteon
VC
$3.42B
$623K 0.01%
6,677
+1,519
+29% +$142K
IONQ icon
1095
IonQ
IONQ
$13.1B
$620K 0.01%
14,427
+3,022
+26% +$130K
VIV icon
1096
Telefônica Brasil
VIV
$19.6B
$619K 0.01%
54,279
+5,189
+11% +$59.2K
ESAB icon
1097
ESAB
ESAB
$6.9B
$618K 0.01%
5,127
-183
-3% -$22.1K
GFS icon
1098
GlobalFoundries
GFS
$17.7B
$615K 0.01%
16,100
+2,753
+21% +$105K
TXNM
1099
TXNM Energy, Inc.
TXNM
$5.99B
$615K 0.01%
10,920
+1,312
+14% +$73.9K
STWD icon
1100
Starwood Property Trust
STWD
$7.6B
$615K 0.01%
30,499
-8,982
-23% -$181K
42 43
44
45 46