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
TE
1426
T1 Energy Inc
TE
$1.51B
$357K ﹤0.01%
53,465
+1,515
AX icon
1427
Axos Financial
AX
$5.11B
$357K ﹤0.01%
4,139
+250
ECG
1428
Everus Construction Group
ECG
$6.07B
$356K ﹤0.01%
4,163
+332
PSN icon
1429
Parsons
PSN
$6.99B
$356K ﹤0.01%
5,761
-395
JBS
1430
JBS N.V.
JBS
$18.1B
$355K ﹤0.01%
24,585
-5,417
FOUR icon
1431
Shift4
FOUR
$3.27B
$354K ﹤0.01%
5,626
+1,219
VCTR icon
1432
Victory Capital Holdings
VCTR
$4.41B
$354K ﹤0.01%
5,609
-177
SNAP icon
1433
Snap
SNAP
$9.07B
$354K ﹤0.01%
43,812
-7,979
SQM icon
1434
Sociedad Química y Minera de Chile
SQM
$20.6B
$353K ﹤0.01%
5,126
-274
MTRN icon
1435
Materion
MTRN
$3.32B
$352K ﹤0.01%
2,832
+61
GTM
1436
ZoomInfo Technologies
GTM
$1.91B
$352K ﹤0.01%
34,589
+3,475
BKE icon
1437
Buckle
BKE
$2.71B
$351K ﹤0.01%
6,577
+105
IESC icon
1438
IES Holdings
IESC
$9.72B
$349K ﹤0.01%
898
+101
DFUS icon
1439
Dimensional US Equity ETF
DFUS
$19B
$349K ﹤0.01%
4,707
ARM icon
1440
Arm
ARM
$132B
$348K ﹤0.01%
3,185
+79
GLOB icon
1441
Globant
GLOB
$2.29B
$347K ﹤0.01%
+5,315
SHC icon
1442
Sotera Health
SHC
$4.48B
$346K ﹤0.01%
19,640
+1,253
FOLD icon
1443
Amicus Therapeutics
FOLD
$4.5B
$344K ﹤0.01%
24,161
-538
CUBI icon
1444
Customers Bancorp
CUBI
$2.4B
$343K ﹤0.01%
4,689
+142
PRG icon
1445
PROG Holdings
PRG
$1.35B
$342K ﹤0.01%
11,608
-4,403
DRS icon
1446
Leonardo DRS
DRS
$12.5B
$342K ﹤0.01%
10,026
+1,554
SCHB icon
1447
Schwab US Broad Market ETF
SCHB
$38.6B
$341K ﹤0.01%
13,002
-1,885
NPO icon
1448
Enpro
NPO
$5.58B
$341K ﹤0.01%
1,591
+152
HOG icon
1449
Harley-Davidson
HOG
$2.3B
$340K ﹤0.01%
16,604
-7,070
FNDB icon
1450
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.16B
$340K ﹤0.01%
12,786
56 57
58
59 60