VPIM
Vanguard Personalized Indexing Management Portfolio holdings
AUM
$8.86B
1-Year Return
26.43%
This Quarter Return
+10.12%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$3.26B
AUM Growth
+$385M
(+13%)
Cap. Flow
+$156M
Cap. Flow
% of AUM
4.79%
Top 10 Holdings %
Top 10 Hldgs %
24.94%
Holding
1,558
New
92
Increased
928
Reduced
432
Closed
91
Top Buys
| 1 |
Apple
AAPL
|
+$16.3M |
| 2 |
Microsoft
MSFT
|
+$16.2M |
| 3 |
Johnson & Johnson
JNJ
|
+$6.71M |
| 4 |
NVIDIA
NVDA
|
+$5.12M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$3.5M |
Top Sells
| 1 |
American International
AIG
|
+$5.86M |
| 2 |
Viatris
VTRS
|
+$3.05M |
| 3 |
NRG Energy
NRG
|
+$2.84M |
| 4 |
Verizon
VZ
|
+$2.54M |
| 5 |
Amazon
AMZN
|
+$2.24M |
Sector Composition
| 1 | Technology | 28.66% |
| 2 | Healthcare | 12.89% |
| 3 | Financials | 12.15% |
| 4 | Consumer Discretionary | 10.96% |
| 5 | Industrials | 9.19% |
