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 | |
|---|---|---|---|---|---|---|
1226
TEGNA Inc
TGNA
$3.38B
| $468K | 0.01% |
27,952
+1,586
| +6% | +$26.6K |
|
1227
TFI International
TFII
$7.87B
| $468K | 0.01% |
5,223
+1,891
| +57% | +$170K |
|
1228
iShares MSCI EAFE Growth ETF
EFG
$13.5B
| $468K | 0.01% |
+4,180
| New | +$468K |
|
1229
Chesapeake Utilities
CPK
$2.95B
| $468K | 0.01% |
3,893
+264
| +7% | +$31.7K |
|
1230
SentinelOne
S
$6.19B
| $467K | 0.01% |
25,562
-1,995
| -7% | -$36.5K |
|
1231
Revolution Medicines
RVMD
$8.64B
| $467K | 0.01% |
12,690
+6,297
| +98% | +$232K |
|
1232
Terreno Realty
TRNO
$6.06B
| $466K | 0.01% |
+8,318
| New | +$466K |
|
1233
Scorpio Tankers
STNG
$2.97B
| $466K | 0.01% |
11,908
+6,116
| +106% | +$239K |
|
1234
Upstart Holdings
UPST
$5.98B
| $465K | 0.01% |
7,187
+1,257
| +21% | +$81.3K |
|
1235
Marriott Vacations Worldwide
VAC
$2.75B
| $465K | 0.01% |
+6,428
| New | +$465K |
|
1236
Federal Signal
FSS
$7.77B
| $464K | 0.01% |
4,358
+760
| +21% | +$80.9K |
|
1237
Kite Realty
KRG
$5B
| $464K | 0.01% |
20,464
+3,931
| +24% | +$89K |
|
1238
Alpha Architect International Quantitative Value ETF
IVAL
$178M
| $460K | 0.01% |
+16,492
| New | +$460K |
|
1239
RH
RH
$4.27B
| $459K | 0.01% |
2,426
+1,234
| +104% | +$233K |
|
1240
Modine Manufacturing
MOD
$7.71B
| $453K | 0.01% |
4,602
+165
| +4% | +$16.3K |
|
1241
Cabot Corp
CBT
$4.33B
| $453K | 0.01% |
6,037
-1,478
| -20% | -$111K |
|
1242
Dimensional US Core Equity Market ETF
DFAU
$9.25B
| $452K | 0.01% |
10,680
| – | – |
|
1243
Park Hotels & Resorts
PK
$2.4B
| $451K | 0.01% |
44,091
+28,597
| +185% | +$293K |
|
1244
Pilgrim's Pride
PPC
$10.5B
| $449K | 0.01% |
9,993
+1,306
| +15% | +$58.7K |
|
1245
Cytokinetics
CYTK
$6.38B
| $449K | 0.01% |
13,591
+1,509
| +12% | +$49.9K |
|
1246
Valaris
VAL
$3.76B
| $448K | 0.01% |
10,631
+1,301
| +14% | +$54.8K |
|
1247
InterDigital
IDCC
$8.38B
| $447K | 0.01% |
1,995
+35
| +2% | +$7.85K |
|
1248
Marathon Digital Holdings
MARA
$5.82B
| $447K | 0.01% |
28,507
+8,885
| +45% | +$139K |
|
1249
Qfin Holdings, Inc. American Depositary Shares
QFIN
$3.81B
| $447K | 0.01% |
10,301
+2,647
| +35% | +$115K |
|
1250
FMC
FMC
$4.77B
| $446K | 0.01% |
10,679
-3,062
| -22% | -$128K |
|