VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $10.2B
1-Year Est. Return 34.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.65%
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
GPI icon
1076
Group 1 Automotive
GPI
$3.67B
$707K 0.01%
1,798
-105
OLED icon
1077
Universal Display
OLED
$4.38B
$707K 0.01%
6,051
-1,071
GVA icon
1078
Granite Construction
GVA
$5.98B
$704K 0.01%
6,104
+224
SLG icon
1079
SL Green Realty
SLG
$3.21B
$703K 0.01%
15,319
-770
BTU icon
1080
Peabody Energy
BTU
$3.61B
$702K 0.01%
23,653
+1,175
LPX icon
1081
Louisiana-Pacific
LPX
$5.16B
$699K 0.01%
8,652
-875
UMBF icon
1082
UMB Financial
UMBF
$9.82B
$698K 0.01%
6,070
-79
AGNC icon
1083
AGNC Investment
AGNC
$11.7B
$694K 0.01%
64,781
+14,725
ARMK icon
1084
Aramark
ARMK
$14.2B
$690K 0.01%
18,711
+721
BIDU icon
1085
Baidu
BIDU
$46.5B
$689K 0.01%
5,271
+687
AVA icon
1086
Avista
AVA
$3.46B
$686K 0.01%
17,790
+3,205
PATH icon
1087
UiPath
PATH
$6.34B
$684K 0.01%
41,746
+4,955
FMS icon
1088
Fresenius Medical Care
FMS
$11B
$683K 0.01%
28,691
-8,326
TEX icon
1089
Terex
TEX
$7B
$682K 0.01%
12,770
-1,103
FMX icon
1090
Fomento Económico Mexicano
FMX
$40.9B
$682K 0.01%
6,743
+225
OZK icon
1091
Bank OZK
OZK
$5.3B
$678K 0.01%
14,743
-981
MGV icon
1092
Vanguard Mega Cap Value ETF
MGV
$12.5B
$678K 0.01%
4,801
-25
POST icon
1093
Post Holdings
POST
$4.11B
$676K 0.01%
6,821
+12
RTO icon
1094
Rentokil
RTO
$14.8B
$675K 0.01%
22,917
+1,865
HMY icon
1095
Harmony Gold Mining
HMY
$11B
$673K 0.01%
33,832
+2,771
IAG icon
1096
IAMGOLD
IAG
$10.1B
$673K 0.01%
40,823
+2,324
SPDW icon
1097
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.1B
$672K 0.01%
15,135
-1,216
AXTA icon
1098
Axalta
AXTA
$6.5B
$671K 0.01%
20,774
+8,300
RYAN icon
1099
Ryan Specialty Holdings
RYAN
$4.18B
$671K 0.01%
12,993
+1,576
AAON icon
1100
Aaon
AAON
$11.8B
$666K 0.01%
8,735
+502
42 43
44
45 46