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
TDS icon
1301
Telephone and Data Systems
TDS
$5.21B
$442K ﹤0.01%
10,774
+180
IEMG icon
1302
iShares Core MSCI Emerging Markets ETF
IEMG
$141B
$441K ﹤0.01%
6,562
-123
BOKF icon
1303
BOK Financial
BOKF
$7.85B
$439K ﹤0.01%
3,710
+61
IRTC icon
1304
iRhythm Holdings
IRTC
$4.13B
$439K ﹤0.01%
2,472
+102
IUSV icon
1305
iShares Core S&P US Value ETF
IUSV
$24.8B
$438K ﹤0.01%
4,273
+1,387
ASR icon
1306
Grupo Aeroportuario del Sureste
ASR
$10.3B
$436K ﹤0.01%
1,347
+15
RH icon
1307
RH
RH
$2.84B
$435K ﹤0.01%
2,429
-902
CUK icon
1308
Carnival PLC
CUK
$36.7B
$433K ﹤0.01%
14,291
+382
BCO icon
1309
Brink's
BCO
$5.09B
$433K ﹤0.01%
3,707
+10
KFRC icon
1310
Kforce
KFRC
$496M
$433K ﹤0.01%
+13,989
KC
1311
Kingsoft Cloud Holdings
KC
$3.59B
$432K ﹤0.01%
41,805
+3,862
BBWI icon
1312
Bath & Body Works
BBWI
$4.71B
$432K ﹤0.01%
21,509
+2,120
SM icon
1313
SM Energy
SM
$5.85B
$431K ﹤0.01%
23,063
-24,191
NVST icon
1314
Envista
NVST
$4.66B
$430K ﹤0.01%
19,802
-1,481
PI icon
1315
Impinj
PI
$3.41B
$429K ﹤0.01%
2,467
+97
STAG icon
1316
STAG Industrial
STAG
$7.54B
$429K ﹤0.01%
11,677
+1,240
SEE icon
1317
Sealed Air
SEE
$6.19B
$428K ﹤0.01%
10,323
+476
EGO icon
1318
Eldorado Gold
EGO
$8.24B
$428K ﹤0.01%
11,904
+949
S icon
1319
SentinelOne
S
$4.58B
$427K ﹤0.01%
28,497
+4,298
ONON icon
1320
On Holding
ONON
$14.3B
$427K ﹤0.01%
9,192
+1,158
MRCY icon
1321
Mercury Systems
MRCY
$5.35B
$427K ﹤0.01%
5,843
+1,872
QXO
1322
QXO Inc
QXO
$16.5B
$426K ﹤0.01%
22,075
+6,583
BCE icon
1323
BCE
BCE
$24.7B
$426K ﹤0.01%
17,869
+6,767
EQX icon
1324
Equinox Gold
EQX
$13.5B
$425K ﹤0.01%
30,247
+940
ASB icon
1325
Associated Banc-Corp
ASB
$4.37B
$423K ﹤0.01%
16,436
+300
51 52
53
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