VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $10.3B
1-Year Est. Return 32.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.08%
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
BILL icon
1226
BILL Holdings
BILL
$4.33B
$526K 0.01%
9,653
+1,159
GFL icon
1227
GFL Environmental
GFL
$16.2B
$526K 0.01%
12,248
+1,365
TEF
1228
DELISTED
Telefonica
TEF
$526K 0.01%
129,821
-44,926
WTM icon
1229
White Mountains Insurance
WTM
$5.49B
$526K 0.01%
253
+13
HXL icon
1230
Hexcel
HXL
$6.97B
$524K 0.01%
7,097
+499
KRYS icon
1231
Krystal Biotech
KRYS
$7.71B
$524K 0.01%
2,127
+116
WH icon
1232
Wyndham Hotels & Resorts
WH
$6.08B
$524K 0.01%
6,931
-425
ESTC icon
1233
Elastic
ESTC
$5.4B
$523K 0.01%
6,928
+975
HIMS icon
1234
Hims & Hers Health
HIMS
$3.75B
$521K 0.01%
16,059
+756
CNH
1235
CNH Industrial
CNH
$15B
$520K 0.01%
56,398
-35,873
CNM icon
1236
Core & Main
CNM
$10.2B
$520K 0.01%
10,003
-1,839
IMTX icon
1237
Immatics
IMTX
$1.36B
$518K 0.01%
49,374
+1,739
MGC icon
1238
Vanguard Mega Cap 300 Index ETF
MGC
$9.42B
$518K 0.01%
2,062
-223
ENS icon
1239
EnerSys
ENS
$6.04B
$517K 0.01%
3,524
+238
BAX icon
1240
Baxter International
BAX
$9.79B
$515K 0.01%
26,959
-2,938
AMTM
1241
Amentum Holdings
AMTM
$7.48B
$515K 0.01%
17,751
+1,999
TAC icon
1242
TransAlta
TAC
$3.94B
$513K 0.01%
40,546
+1,814
OLN icon
1243
Olin
OLN
$2.77B
$508K 0.01%
24,400
-8,391
ONEQ icon
1244
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.14B
$505K ﹤0.01%
5,529
PSMT icon
1245
Pricesmart
PSMT
$4.68B
$502K ﹤0.01%
4,089
+341
FCPT icon
1246
Four Corners Property Trust
FCPT
$2.82B
$501K ﹤0.01%
21,746
+7,066
VKTX icon
1247
Viking Therapeutics
VKTX
$3.69B
$500K ﹤0.01%
14,219
+705
VSS icon
1248
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$10.9B
$500K ﹤0.01%
3,490
PRMB
1249
Primo Brands
PRMB
$8.41B
$497K ﹤0.01%
30,386
+5,275
GKOS icon
1250
Glaukos
GKOS
$6.84B
$496K ﹤0.01%
4,396
+468
48 49
50
51 52