VPIM
Vanguard Personalized Indexing Management Portfolio holdings
AUM
$9.76B
1-Year Est. Return
32.27%
1 Year Est. Return
+32.27%
AUM
$8.86B
AUM Growth
+$2.08B
(+31%)
Holding
2,054
Top Buys
| 1 | +$104M | |
| 2 | +$85.4M | |
| 3 | +$44.7M | |
| 4 |
Amazon
AMZN
|
+$43.7M |
| 5 |
Broadcom
AVGO
|
+$41M |
Top Sells
| 1 | +$6.47M | |
| 2 | +$3.04M | |
| 3 | +$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 | 9.26% |
| 5 | Communication Services | 9.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Altria Group
MO
$96.1B
| $15M | 0.17% |
255,315
+41,472
|
|
||
102
HCA Healthcare
HCA
$108B
| $14.9M | 0.17% |
38,771
+6,997
|
|
||
103
Mondelez International
MDLZ
$72.5B
| $14.8M | 0.17% |
219,583
+42,579
|
|
||
104
Autodesk
ADSK
$62.8B
| $14.8M | 0.17% |
47,754
+11,611
|
|
||
105
Marsh & McLennan
MMC
$86.5B
| $14.7M | 0.17% |
67,440
+7,772
|
|
||
106
Boeing
BA
$149B
| $14.7M | 0.17% |
70,007
+20,151
|
|
||
107
Duke Energy
DUK
$96.4B
| $14.3M | 0.16% |
120,768
+16,632
|
|
||
108
O'Reilly Automotive
ORLY
$80.4B
| $14.2M | 0.16% |
157,161
+33,606
|
|
||
109
American Tower
AMT
$83.4B
| $14.1M | 0.16% |
63,924
+14,475
|
|
||
110
Elevance Health
ELV
$69.9B
| $14.1M | 0.16% |
36,247
+1,278
|
|
||
111
Starbucks
SBUX
$93.5B
| $14.1M | 0.16% |
153,767
+11,021
|
|
||
112
Southern Company
SO
$100B
| $14M | 0.16% |
152,861
+29,907
|
|
||
113
ConocoPhillips
COP
$106B
| $13.9M | 0.16% |
154,360
+22,827
|
|
||
114
Cadence Design Systems
CDNS
$88.3B
| $13.6M | 0.15% |
44,285
+8,510
|
|
||
115
Danaher
DHR
$149B
| $13.6M | 0.15% |
68,626
+13,165
|
|
||
116
Waste Management
WM
$80.4B
| $13.1M | 0.15% |
57,287
+9,305
|
|
||
117
Blackstone
BX
$112B
| $13M | 0.15% |
86,892
+7,304
|
|
||
118
Fiserv
FI
$33.1B
| $13M | 0.15% |
75,254
+10,082
|
|
||
119
Emerson Electric
EMR
$74B
| $12.8M | 0.14% |
96,258
+12,519
|
|
||
120
Fortinet
FTNT
$61.7B
| $12.7M | 0.14% |
120,360
+18,407
|
|
||
121
CME Group
CME
$97.9B
| $12.6M | 0.14% |
45,755
+9,602
|
|
||
122
Royal Caribbean
RCL
$69.2B
| $12.5M | 0.14% |
39,766
+4,558
|
|
||
123
Motorola Solutions
MSI
$64.8B
| $12.3M | 0.14% |
29,296
+3,560
|
|
||
124
Pfizer
PFE
$141B
| $12.2M | 0.14% |
504,446
+105,453
|
|
||
125
Parker-Hannifin
PH
$106B
| $12.2M | 0.14% |
17,461
+3,220
|
|