VPIM
Vanguard Personalized Indexing Management Portfolio holdings
AUM
$10.3B
1-Year Est. Return
32.08%
This Fund
S&P 500
1 Year Est. Return
+32.08%
AUM
$10.3B
AUM Growth
+$487M
(+5%)
Holding
2,091
Top Buys
| 1 | +$19.5M | |
| 2 | +$18.2M | |
| 3 | +$14.3M | |
| 4 |
Eli Lilly
LLY
|
+$13.8M |
| 5 |
JPMorgan Chase
JPM
|
+$9.55M |
Top Sells
| 1 | +$5M | |
| 2 | +$4.87M | |
| 3 | +$4.73M | |
| 4 |
DuPont de Nemours
DD
|
+$3.94M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
Blackstone
BX
$90.3B
| $15.6M | 0.15% |
100,951
+8,321
|
|
||
102
Intel
INTC
$227B
| $15.3M | 0.15% |
415,178
+60,954
|
|
||
103
Trane Technologies
TT
$103B
| $15.1M | 0.15% |
38,883
-409
|
|
||
104
T-Mobile US
TMUS
$238B
| $15.1M | 0.15% |
74,281
-3,513
|
|
||
105
Lockheed Martin
LMT
$156B
| $14.6M | 0.14% |
30,119
+1,172
|
|
||
106
Intercontinental Exchange
ICE
$93.6B
| $14.5M | 0.14% |
89,402
-4,138
|
|
||
107
Duke Energy
DUK
$102B
| $14.5M | 0.14% |
123,481
-5,379
|
|
||
108
O'Reilly Automotive
ORLY
$80B
| $14.5M | 0.14% |
158,625
+603
|
|
||
109
Autodesk
ADSK
$52.4B
| $14.4M | 0.14% |
48,508
+954
|
|
||
110
Bank of New York Mellon
BK
$82.2B
| $14.3M | 0.14% |
123,570
+7,181
|
|
||
111
ConocoPhillips
COP
$145B
| $14.2M | 0.14% |
151,617
-3,181
|
|
||
112
Cadence Design Systems
CDNS
$82.7B
| $14.1M | 0.14% |
45,158
-482
|
|
||
113
Moody's
MCO
$82.6B
| $13.3M | 0.13% |
26,124
+1,171
|
|
||
114
General Dynamics
GD
$98.6B
| $13.3M | 0.13% |
39,542
+519
|
|
||
115
CME Group
CME
$117B
| $13.2M | 0.13% |
48,273
+2,518
|
|
||
116
Pfizer
PFE
$155B
| $13.1M | 0.13% |
526,644
-14,735
|
|
||
117
AstraZeneca
AZN
$316B
| $13.1M | 0.13% |
142,455
+8,147
|
|
||
118
Newmont
NEM
$140B
| $13.1M | 0.13% |
130,850
+12,191
|
|
||
119
Altria Group
MO
$115B
| $13M | 0.13% |
225,364
-32,427
|
|
||
120
Starbucks
SBUX
$110B
| $12.9M | 0.13% |
153,502
+9,285
|
|
||
121
Southern Company
SO
$107B
| $12.9M | 0.13% |
148,233
-10,484
|
|
||
122
Corning
GLW
$135B
| $12.9M | 0.13% |
147,284
+9,278
|
|
||
123
Waste Management
WM
$98B
| $12.9M | 0.13% |
58,664
+2,438
|
|
||
124
Emerson Electric
EMR
$85.5B
| $12.8M | 0.13% |
96,581
+3,133
|
|
||
125
Medtronic
MDT
$126B
| $12.6M | 0.12% |
130,814
+64
|
|