VPIM
Vanguard Personalized Indexing Management Portfolio holdings
AUM
$8.86B
1-Year Return
26.43%
This Quarter Return
+7.25%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$6.21B
AUM Growth
+$957M
(+18%)
Cap. Flow
+$582M
Cap. Flow
% of AUM
9.37%
Top 10 Holdings %
Top 10 Hldgs %
29.82%
Holding
1,829
New
137
Increased
1,264
Reduced
356
Closed
54
Top Buys
| 1 |
Apple
AAPL
|
+$33.3M |
| 2 |
Microsoft
MSFT
|
+$26M |
| 3 |
NVIDIA
NVDA
|
+$21.8M |
| 4 |
Meta Platforms (Facebook)
META
|
+$15.9M |
| 5 |
Amazon
AMZN
|
+$14.8M |
Top Sells
| 1 |
Intel
INTC
|
+$1.67M |
| 2 |
General Dynamics
GD
|
+$1.4M |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
+$1.17M |
| 4 |
West Pharmaceutical
WST
|
+$1.16M |
| 5 |
WRK
WestRock Company
WRK
|
+$1.16M |
Sector Composition
| 1 | Technology | 31.1% |
| 2 | Financials | 12.99% |
| 3 | Healthcare | 11.47% |
| 4 | Consumer Discretionary | 10.19% |
| 5 | Industrials | 8.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1276
GitLab
GTLB
$8.07B
| $347K | 0.01% |
6,736
+1,382
| +26% | +$71.2K |
|
1277
SunCoke Energy
SXC
$650M
| $346K | 0.01% |
39,819
+19,646
| +97% | +$171K |
|
|
ONC
1278
BeOne Medicines Ltd. American Depositary Shares
ONC
$34.6B
| $345K | 0.01% |
+1,538
| New | +$345K |
|
1279
Graham Holdings Company
GHC
$4.94B
| $345K | 0.01% |
420
-27
| -6% | -$22.2K |
|
1280
DigitalOcean
DOCN
$3.12B
| $343K | 0.01% |
8,499
+417
| +5% | +$16.8K |
|
1281
Brighthouse Financial
BHF
$2.79B
| $343K | 0.01% |
7,623
-1,697
| -18% | -$76.4K |
|
1282
Azenta
AZTA
$1.34B
| $342K | 0.01% |
7,064
-358
| -5% | -$17.3K |
|
1283
Brink's
BCO
$4.79B
| $341K | 0.01% |
2,952
-21
| -0.7% | -$2.43K |
|
1284
White Mountains Insurance
WTM
$4.54B
| $341K | 0.01% |
201
+2
| +1% | +$3.39K |
|
1285
Axcelis
ACLS
$2.61B
| $341K | 0.01% |
3,248
+714
| +28% | +$74.9K |
|
1286
Varonis Systems
VRNS
$6.28B
| $340K | 0.01% |
6,010
+624
| +12% | +$35.3K |
|
1287
Casella Waste Systems
CWST
$5.79B
| $337K | 0.01% |
3,391
+648
| +24% | +$64.5K |
|
1288
Ionis Pharmaceuticals
IONS
$10.2B
| $337K | 0.01% |
8,404
+780
| +10% | +$31.2K |
|
1289
Gold Fields
GFI
$33.2B
| $336K | 0.01% |
21,895
+576
| +3% | +$8.84K |
|
1290
Chewy
CHWY
$14.3B
| $336K | 0.01% |
11,463
+138
| +1% | +$4.04K |
|
1291
New Oriental
EDU
$9.01B
| $335K | 0.01% |
4,421
+50
| +1% | +$3.79K |
|
1292
Rayonier
RYN
$4.03B
| $335K | 0.01% |
10,925
+3,087
| +39% | +$94.5K |
|
1293
West Fraser Timber
WFG
$5.84B
| $334K | 0.01% |
+3,434
| New | +$334K |
|
1294
Perrigo
PRGO
$3.04B
| $333K | 0.01% |
12,707
+1,069
| +9% | +$28K |
|
1295
NIO
NIO
$12.8B
| $333K | 0.01% |
49,883
+10,977
| +28% | +$73.3K |
|
1296
NetEase
NTES
$92.1B
| $332K | 0.01% |
3,547
-805
| -18% | -$75.3K |
|
1297
Corcept Therapeutics
CORT
$7.54B
| $332K | 0.01% |
7,165
+840
| +13% | +$38.9K |
|
1298
Baidu
BIDU
$37B
| $331K | 0.01% |
3,143
-287
| -8% | -$30.2K |
|
1299
Henry Schein
HSIC
$8.18B
| $331K | 0.01% |
4,535
-477
| -10% | -$34.8K |
|
1300
Neogen
NEOG
$1.23B
| $331K | 0.01% |
19,667
+1,066
| +6% | +$17.9K |
|