VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $10.3B
1-Year Est. Return 32.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.09%
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
WDFC icon
1201
WD-40
WDFC
$2.84B
$555K 0.01%
2,821
+1,189
LUMN icon
1202
Lumen
LUMN
$9.6B
$554K 0.01%
71,326
+3,957
NJR icon
1203
New Jersey Resources
NJR
$5.65B
$551K 0.01%
11,941
-816
AVT icon
1204
Avnet
AVT
$6.59B
$550K 0.01%
11,444
-5,861
PHIN icon
1205
Phinia Inc
PHIN
$2.78B
$548K 0.01%
8,748
+207
OMAB icon
1206
Grupo Aeroportuario Centro Norte
OMAB
$5.06B
$548K 0.01%
5,037
+495
AWI icon
1207
Armstrong World Industries
AWI
$7.19B
$547K 0.01%
2,862
+204
BRBR icon
1208
BellRing Brands
BRBR
$2.02B
$546K 0.01%
20,409
+8,757
CART icon
1209
Maplebear
CART
$9.99B
$545K 0.01%
12,117
-576
AGO icon
1210
Assured Guaranty
AGO
$3.63B
$542K 0.01%
6,030
+198
REZI icon
1211
Resideo Technologies
REZI
$6.08B
$542K 0.01%
15,430
-505
VB icon
1212
Vanguard Small-Cap ETF
VB
$77B
$540K 0.01%
2,093
-367
UPST icon
1213
Upstart Holdings
UPST
$3.13B
$540K 0.01%
12,339
+1,983
TFX icon
1214
Teleflex
TFX
$5.39B
$537K 0.01%
4,404
-3,287
HTHT icon
1215
Huazhu Hotels Group
HTHT
$15.7B
$537K 0.01%
11,416
+2,032
RYN icon
1216
Rayonier
RYN
$6.33B
$535K 0.01%
24,710
-4,358
EGP icon
1217
EastGroup Properties
EGP
$10.8B
$533K 0.01%
2,990
+383
TTC icon
1218
Toro Company
TTC
$9.12B
$532K 0.01%
6,760
-3,135
SLAB icon
1219
Silicon Laboratories
SLAB
$7.2B
$532K 0.01%
4,070
-143
CGAU
1220
Centerra Gold
CGAU
$3.43B
$531K 0.01%
36,939
+747
AQN icon
1221
Algonquin Power & Utilities
AQN
$4.85B
$530K 0.01%
86,259
+4,616
FCFS icon
1222
FirstCash
FCFS
$9.64B
$530K 0.01%
3,328
+143
RNW icon
1223
ReNew
RNW
$1.96B
$529K 0.01%
93,595
-435
CROX icon
1224
Crocs
CROX
$5.16B
$527K 0.01%
6,168
+76
ADPT icon
1225
Adaptive Biotechnologies
ADPT
$2.28B
$527K 0.01%
32,472
-54