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
$8.86B
AUM Growth
+$2.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,054
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$85.4M
3
+$44.7M
4
AMZN icon
Amazon
AMZN
+$43.7M
5
AVGO icon
Broadcom
AVGO
+$41M

Top Sells

1
+$6.47M
2
+$3.04M
3
+$1.57M
4
IYW icon
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
PPBI
1251
DELISTED
Pacific Premier Bancorp
PPBI
$446K 0.01%
21,128
+4,428
MHO icon
1252
M/I Homes
MHO
$3.35B
$445K 0.01%
3,967
-645
PATH icon
1253
UiPath
PATH
$7.59B
$444K 0.01%
34,726
-14,704
NRC icon
1254
National Research Corp
NRC
$333M
$444K 0.01%
+26,432
ONEQ icon
1255
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.1B
$443K 0.01%
5,529
+168
RYN icon
1256
Rayonier
RYN
$3.54B
$442K 0.01%
19,940
-4,342
WPP icon
1257
WPP
WPP
$4B
$441K 0.01%
12,608
+1,990
PBF icon
1258
PBF Energy
PBF
$4.28B
$440K 0.01%
20,310
+3,631
AQN icon
1259
Algonquin Power & Utilities
AQN
$4.79B
$440K 0.01%
76,803
+8,103
HMY icon
1260
Harmony Gold Mining
HMY
$10.3B
$440K 0.01%
31,491
+3,380
TRMD icon
1261
TORM
TRMD
$2.23B
$439K 0.01%
26,365
+10,522
DIOD icon
1262
Diodes
DIOD
$2.05B
$439K 0.01%
8,304
+2,806
USMV icon
1263
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
$438K ﹤0.01%
4,668
STAG icon
1264
STAG Industrial
STAG
$7.28B
$438K ﹤0.01%
12,064
-3,074
AGCO icon
1265
AGCO
AGCO
$7.88B
$438K ﹤0.01%
4,241
-2,810
IPGP icon
1266
IPG Photonics
IPGP
$3.7B
$436K ﹤0.01%
6,352
+194
DSI icon
1267
iShares MSCI KLD 400 Social ETF
DSI
$4.99B
$436K ﹤0.01%
3,754
DY icon
1268
Dycom Industries
DY
$8.29B
$435K ﹤0.01%
+1,778
STRL icon
1269
Sterling Infrastructure
STRL
$11.6B
$433K ﹤0.01%
+1,874
ITUB icon
1270
Itaú Unibanco
ITUB
$81.3B
$432K ﹤0.01%
63,599
+2,778
IWD icon
1271
iShares Russell 1000 Value ETF
IWD
$64.9B
$432K ﹤0.01%
2,226
+739
GDS icon
1272
GDS Holdings
GDS
$6.29B
$431K ﹤0.01%
14,112
+1,641
GH icon
1273
Guardant Health
GH
$12.2B
$430K ﹤0.01%
8,262
+1,280
MGEE icon
1274
MGE Energy Inc
MGEE
$3.05B
$429K ﹤0.01%
4,850
-374
ASR icon
1275
Grupo Aeroportuario del Sureste
ASR
$9.25B
$429K ﹤0.01%
1,344
+72
49 50
51
52 53