VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $9.76B
1-Year Est. Return 32.27%
This Quarter Est. Return
1 Year Est. Return
+32.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.76B
AUM Growth
+$903M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,066
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$15.4M
3
+$14.3M
4
MSFT icon
Microsoft
MSFT
+$13.6M
5
AMZN icon
Amazon
AMZN
+$9.62M

Top Sells

1
+$4.87M
2
+$4.85M
3
+$4.58M
4
PARA
Paramount Global Class B
PARA
+$3.78M
5
ACN icon
Accenture
ACN
+$2.68M

Sector Composition

1 Technology 33.85%
2 Financials 13.96%
3 Consumer Discretionary 10.32%
4 Communication Services 9.77%
5 Healthcare 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AGO icon
1251
Assured Guaranty
AGO
$4.1B
$494K 0.01%
5,832
+90
ONEQ icon
1252
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.37B
$493K 0.01%
5,529
PATH icon
1253
UiPath
PATH
$7.89B
$492K 0.01%
36,791
+2,065
AGNC icon
1254
AGNC Investment
AGNC
$11.2B
$490K 0.01%
50,056
+7,534
BOX icon
1255
Box
BOX
$4.66B
$489K 0.01%
15,146
+2,681
ADPT icon
1256
Adaptive Biotechnologies
ADPT
$2.62B
$487K 0.01%
32,526
+488
PFS icon
1257
Provident Financial Services
PFS
$2.61B
$486K 0.01%
25,224
+2,267
PK icon
1258
Park Hotels & Resorts
PK
$2.14B
$482K ﹤0.01%
43,500
-591
SAM icon
1259
Boston Beer
SAM
$2.14B
$480K ﹤0.01%
2,272
+746
RIOT icon
1260
Riot Platforms
RIOT
$5.82B
$480K ﹤0.01%
25,229
+1,602
CVBF icon
1261
CVB Financial
CVBF
$2.73B
$478K ﹤0.01%
25,295
+6,671
VALE icon
1262
Vale
VALE
$56.8B
$474K ﹤0.01%
43,672
+4,663
DSI icon
1263
iShares MSCI KLD 400 Social ETF
DSI
$5.04B
$473K ﹤0.01%
3,754
OMAB icon
1264
Grupo Aeroportuario Centro Norte
OMAB
$5.05B
$472K ﹤0.01%
4,542
-53
AUR icon
1265
Aurora
AUR
$8.73B
$469K ﹤0.01%
87,026
+22,092
CE icon
1266
Celanese
CE
$4.58B
$469K ﹤0.01%
11,138
-3,320
EAT icon
1267
Brinker International
EAT
$6.31B
$468K ﹤0.01%
3,691
-157
TIMB icon
1268
TIM SA
TIMB
$10.6B
$467K ﹤0.01%
20,830
+1,562
ALSN icon
1269
Allison Transmission
ALSN
$7.53B
$467K ﹤0.01%
5,496
-862
CART icon
1270
Maplebear
CART
$11.2B
$467K ﹤0.01%
12,693
-147
BTE icon
1271
Baytex Energy
BTE
$2.5B
$467K ﹤0.01%
199,391
+58,992
SPNS icon
1272
Sapiens International
SPNS
$2.42B
$462K ﹤0.01%
10,753
+1,542
KEX icon
1273
Kirby Corp
KEX
$6.12B
$461K ﹤0.01%
5,524
-791
OEF icon
1274
iShares S&P 100 ETF
OEF
$29B
$461K ﹤0.01%
1,384
+185
USMV icon
1275
iShares MSCI USA Min Vol Factor ETF
USMV
$22.8B
$455K ﹤0.01%
4,781
+113
49 50
51
52 53