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
(+31%)
Cap. Flow
+$1.35B
Cap. Flow
% of AUM
15.21%
Top 10 Holdings %
Top 10 Hldgs %
31.49%
Holding
2,054
New
215
Increased
1,371
Reduced
346
Closed
109
Top Buys
| 1 |
Microsoft
MSFT
|
+$104M |
| 2 |
NVIDIA
NVDA
|
+$85.4M |
| 3 |
Apple
AAPL
|
+$44.7M |
| 4 |
Amazon
AMZN
|
+$43.7M |
| 5 |
Broadcom
AVGO
|
+$41M |
Top Sells
| 1 |
DFS
Discover Financial Services
DFS
|
+$6.47M |
| 2 |
Vanguard Total World Stock ETF
VT
|
+$3.04M |
| 3 |
Chevron
CVX
|
+$1.57M |
| 4 |
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 | |
|---|---|---|---|---|---|---|
1126
Western Union
WU
$2.73B
| $589K | 0.01% |
69,894
+3,399
| +5% | +$28.6K |
|
1127
Vail Resorts
MTN
$5.37B
| $586K | 0.01% |
3,731
+1,622
| +77% | +$255K |
|
1128
Travel + Leisure Co
TNL
$4B
| $585K | 0.01% |
11,327
+2,695
| +31% | +$139K |
|
1129
Robert Half
RHI
$3.56B
| $583K | 0.01% |
14,202
+873
| +7% | +$35.8K |
|
1130
Medical Properties Trust
MPW
$2.77B
| $581K | 0.01% |
134,879
-6,332
| -4% | -$27.3K |
|
1131
Maplebear
CART
$12.4B
| $581K | 0.01% |
12,840
+4,123
| +47% | +$187K |
|
1132
Middleby
MIDD
$6.99B
| $581K | 0.01% |
4,029
-545
| -12% | -$78.6K |
|
1133
KE Holdings
BEKE
$23.5B
| $580K | 0.01% |
32,715
+13,276
| +68% | +$236K |
|
1134
Bankunited
BKU
$2.9B
| $579K | 0.01% |
16,262
+1,184
| +8% | +$42.1K |
|
1135
Shift4
FOUR
$5.87B
| $578K | 0.01% |
5,832
+1,246
| +27% | +$124K |
|
1136
Synaptics
SYNA
$2.67B
| $575K | 0.01% |
8,876
+4,756
| +115% | +$308K |
|
1137
Olin
OLN
$2.92B
| $573K | 0.01% |
28,505
+1,751
| +7% | +$35.2K |
|
1138
Selective Insurance
SIGI
$4.75B
| $572K | 0.01% |
6,604
+2,521
| +62% | +$218K |
|
1139
Mine Safety
MSA
$6.63B
| $572K | 0.01% |
3,415
+942
| +38% | +$158K |
|
1140
Cushman & Wakefield
CWK
$3.7B
| $572K | 0.01% |
51,675
+14,865
| +40% | +$165K |
|
1141
Match Group
MTCH
$9.12B
| $570K | 0.01% |
18,454
+4,392
| +31% | +$136K |
|
1142
SiTime
SITM
$6.39B
| $569K | 0.01% |
2,671
+30
| +1% | +$6.4K |
|
1143
CorVel
CRVL
$4.39B
| $569K | 0.01% |
5,534
+217
| +4% | +$22.3K |
|
1144
Silgan Holdings
SLGN
$4.71B
| $568K | 0.01% |
10,478
+1,424
| +16% | +$77.2K |
|
1145
EastGroup Properties
EGP
$8.72B
| $566K | 0.01% |
3,388
-105
| -3% | -$17.5K |
|
1146
Brighthouse Financial
BHF
$2.79B
| $566K | 0.01% |
10,524
+1,920
| +22% | +$103K |
|
1147
NOV
NOV
$4.85B
| $565K | 0.01% |
45,472
-7,635
| -14% | -$94.9K |
|
1148
Reynolds Consumer Products
REYN
$4.8B
| $564K | 0.01% |
26,350
+15,673
| +147% | +$336K |
|
1149
Bread Financial
BFH
$2.99B
| $561K | 0.01% |
9,816
+995
| +11% | +$56.8K |
|
1150
iShares Core MSCI International Developed Markets ETF
IDEV
$21.8B
| $560K | 0.01% |
7,371
-965
| -12% | -$73.4K |
|