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
VRNS icon
1301
Varonis Systems
VRNS
$3.87B
$408K ﹤0.01%
8,049
+393
SATS icon
1302
EchoStar
SATS
$31.3B
$408K ﹤0.01%
14,728
+2,389
DRS icon
1303
Leonardo DRS
DRS
$9.07B
$405K ﹤0.01%
8,719
+2,014
VBR icon
1304
Vanguard Small-Cap Value ETF
VBR
$32B
$404K ﹤0.01%
2,069
-9
NWE icon
1305
NorthWestern Energy
NWE
$3.96B
$404K ﹤0.01%
7,870
-903
RGTI icon
1306
Rigetti Computing
RGTI
$7.31B
$404K ﹤0.01%
34,026
+5,700
PFS icon
1307
Provident Financial Services
PFS
$2.58B
$402K ﹤0.01%
22,957
+5,687
GSEW icon
1308
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.51B
$398K ﹤0.01%
4,882
-867
FCFS icon
1309
FirstCash
FCFS
$7.03B
$397K ﹤0.01%
2,937
+61
AS icon
1310
Amer Sports
AS
$20.7B
$397K ﹤0.01%
+10,232
VVV icon
1311
Valvoline
VVV
$3.7B
$395K ﹤0.01%
10,434
-390
KBR icon
1312
KBR
KBR
$5.1B
$393K ﹤0.01%
8,196
+1,175
IEMG icon
1313
iShares Core MSCI Emerging Markets ETF
IEMG
$120B
$393K ﹤0.01%
6,548
+31
NVST icon
1314
Envista
NVST
$3.57B
$393K ﹤0.01%
20,100
+1,067
BCPC
1315
Balchem Corp
BCPC
$4.97B
$392K ﹤0.01%
2,464
-141
AGNC icon
1316
AGNC Investment
AGNC
$11.5B
$391K ﹤0.01%
42,522
-13,810
AWI icon
1317
Armstrong World Industries
AWI
$8.24B
$391K ﹤0.01%
2,405
+239
BOKF icon
1318
BOK Financial
BOKF
$7.49B
$391K ﹤0.01%
3,983
+1,220
TIMB icon
1319
TIM SA
TIMB
$9.31B
$389K ﹤0.01%
19,268
+3,016
LCID icon
1320
Lucid Motors
LCID
$3.43B
$387K ﹤0.01%
18,363
+778
VKTX icon
1321
Viking Therapeutics
VKTX
$3.98B
$387K ﹤0.01%
14,607
+3,779
OR icon
1322
OR Royalties Inc
OR
$6.65B
$386K ﹤0.01%
15,025
+203
HLNE icon
1323
Hamilton Lane
HLNE
$5.91B
$385K ﹤0.01%
2,710
-478
ESGR
1324
DELISTED
Enstar Group
ESGR
$385K ﹤0.01%
1,145
+188
PRG icon
1325
PROG Holdings
PRG
$1.17B
$385K ﹤0.01%
13,121
+1,686
51 52
53
54 55