VPIM
Vanguard Personalized Indexing Management Portfolio holdings
AUM
$8.86B
1-Year Return
26.43%
This Quarter Return
+13.37%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$4.66B
AUM Growth
+$762M
(+20%)
Cap. Flow
+$375M
Cap. Flow
% of AUM
8.05%
Top 10 Holdings %
Top 10 Hldgs %
27.78%
Holding
1,683
New
124
Increased
999
Reduced
488
Closed
53
Top Buys
| 1 |
Microsoft
MSFT
|
+$25.8M |
| 2 |
NVIDIA
NVDA
|
+$16.9M |
| 3 |
Amazon
AMZN
|
+$15.8M |
| 4 |
Apple
AAPL
|
+$12.9M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$10.5M |
Top Sells
| 1 |
Schwab US Broad Market ETF
SCHB
|
+$2.36M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$1.69M |
| 3 |
Schwab International Equity ETF
SCHF
|
+$1.63M |
| 4 |
Builders FirstSource
BLDR
|
+$1.51M |
| 5 |
SPLK
Splunk Inc
SPLK
|
+$1.46M |
Sector Composition
| 1 | Technology | 29.78% |
| 2 | Financials | 12.98% |
| 3 | Healthcare | 11.83% |
| 4 | Consumer Discretionary | 10.68% |
| 5 | Industrials | 8.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1251
10x Genomics
TXG
$1.57B
| $308K | 0.01% |
8,199
-730
| -8% | -$27.4K |
|
1252
DigitalOcean
DOCN
$3.25B
| $307K | 0.01% |
8,049
+262
| +3% | +$10K |
|
1253
Opendoor
OPEN
$6.68B
| $307K | 0.01% |
101,337
+426
| +0.4% | +$1.29K |
|
1254
Cenovus Energy
CVE
$30.4B
| $305K | 0.01% |
15,247
-101
| -0.7% | -$2.02K |
|
1255
NewMarket
NEU
$7.87B
| $305K | 0.01% |
480
-125
| -21% | -$79.3K |
|
1256
Merit Medical Systems
MMSI
$5.07B
| $303K | 0.01% |
4,006
+322
| +9% | +$24.4K |
|
1257
Alpha Metallurgical Resources
AMR
$1.87B
| $303K | 0.01% |
914
+55
| +6% | +$18.2K |
|
1258
VF Corp
VFC
$5.8B
| $302K | 0.01% |
19,692
-5,228
| -21% | -$80.2K |
|
1259
Plains GP Holdings
PAGP
$3.7B
| $301K | 0.01% |
16,489
+12
| +0.1% | +$219 |
|
1260
Workiva
WK
$4.34B
| $301K | 0.01% |
3,548
+152
| +4% | +$12.9K |
|
1261
Nomad Foods
NOMD
$2.12B
| $300K | 0.01% |
15,362
+2,886
| +23% | +$56.5K |
|
1262
NorthWestern Energy
NWE
$3.51B
| $300K | 0.01% |
5,893
-5,833
| -50% | -$297K |
|
1263
Avient
AVNT
$3.31B
| $300K | 0.01% |
+6,903
| New | +$300K |
|
1264
Gold Fields
GFI
$33.7B
| $299K | 0.01% |
18,839
-1,187
| -6% | -$18.9K |
|
1265
EchoStar
SATS
$21.5B
| $299K | 0.01% |
+20,986
| New | +$299K |
|
1266
Genworth Financial
GNW
$3.61B
| $299K | 0.01% |
46,460
-49
| -0.1% | -$315 |
|
1267
Ameris Bancorp
ABCB
$5.1B
| $298K | 0.01% |
6,169
-218
| -3% | -$10.5K |
|
1268
Apellis Pharmaceuticals
APLS
$3.14B
| $298K | 0.01% |
5,075
+380
| +8% | +$22.3K |
|
1269
Skywest
SKYW
$4.35B
| $298K | 0.01% |
4,317
+409
| +10% | +$28.3K |
|
1270
Huntsman Corp
HUN
$1.89B
| $297K | 0.01% |
11,426
+2,974
| +35% | +$77.4K |
|
1271
Schwab Fundamental International Large Company Index ETF
FNDF
$17.6B
| $297K | 0.01% |
8,348
-3,864
| -32% | -$138K |
|
1272
Arrowhead Research
ARWR
$4.11B
| $296K | 0.01% |
10,346
+261
| +3% | +$7.47K |
|
1273
Banco Santander Chile
BSAC
$12.1B
| $296K | 0.01% |
14,919
+1,962
| +15% | +$38.9K |
|
1274
Enlight Renewable Energy
ENLT
$3.85B
| $296K | 0.01% |
17,481
+6,142
| +54% | +$104K |
|
1275
Cemex
CX
$13.6B
| $293K | 0.01% |
32,490
+4,944
| +18% | +$44.5K |
|