VPIM
Vanguard Personalized Indexing Management Portfolio holdings
AUM
$8.86B
1-Year Return
26.43%
This Quarter Return
+15.08%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$8.86B
AUM Growth
+$2.08B
(+31%)
Cap. Flow
+$1.35B
Cap. Flow
% of AUM
15.21%
Top 10 Holdings %
Top 10 Hldgs %
31.49%
Holding
2,054
New
215
Increased
1,371
Reduced
346
Closed
109
Top Buys
| 1 |
Microsoft
MSFT
|
+$104M |
| 2 |
NVIDIA
NVDA
|
+$85.4M |
| 3 |
Apple
AAPL
|
+$44.7M |
| 4 |
Amazon
AMZN
|
+$43.7M |
| 5 |
Broadcom
AVGO
|
+$41M |
Top Sells
| 1 |
DFS
Discover Financial Services
DFS
|
+$6.47M |
| 2 |
Vanguard Total World Stock ETF
VT
|
+$3.04M |
| 3 |
Chevron
CVX
|
+$1.57M |
| 4 |
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 | 9.25% |
| 5 | Communication Services | 9.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1426
OSI Systems
OSIS
$3.86B
| $308K | ﹤0.01% |
+1,371
| New | +$308K |
|
1427
First Interstate BancSystem
FIBK
$3.45B
| $308K | ﹤0.01% |
10,689
-184
| -2% | -$5.31K |
|
1428
First Hawaiian
FHB
$3.21B
| $308K | ﹤0.01% |
12,340
+672
| +6% | +$16.8K |
|
1429
indie Semiconductor
INDI
$804M
| $308K | ﹤0.01% |
86,461
+70,691
| +448% | +$252K |
|
1430
Urban Outfitters
URBN
$6.55B
| $308K | ﹤0.01% |
+4,240
| New | +$308K |
|
1431
Crane NXT
CXT
$3.54B
| $307K | ﹤0.01% |
5,700
+1,524
| +36% | +$82.1K |
|
|
TEM
1432
Tempus AI, Inc. Class A Common Stock
TEM
$14.1B
| $307K | ﹤0.01% |
+4,835
| New | +$307K |
|
1433
Cohu
COHU
$959M
| $307K | ﹤0.01% |
+15,946
| New | +$307K |
|
1434
Schwab Fundamental US Broad Market Index ETF
FNDB
$985M
| $307K | ﹤0.01% |
12,786
| – | – |
|
1435
Inspire Medical Systems
INSP
$2.47B
| $306K | ﹤0.01% |
2,360
+538
| +30% | +$69.8K |
|
1436
Zurn Elkay Water Solutions
ZWS
$7.82B
| $304K | ﹤0.01% |
8,312
+2,127
| +34% | +$77.8K |
|
1437
WNS Holdings
WNS
$3.24B
| $304K | ﹤0.01% |
+4,805
| New | +$304K |
|
1438
Merit Medical Systems
MMSI
$5.47B
| $303K | ﹤0.01% |
3,241
-178
| -5% | -$16.6K |
|
1439
Resideo Technologies
REZI
$5.4B
| $303K | ﹤0.01% |
13,730
+3,396
| +33% | +$74.9K |
|
|
NBIS
1440
Nebius Group N.V. Class A Ordinary Shares
NBIS
$22.8B
| $303K | ﹤0.01% |
+5,475
| New | +$303K |
|
1441
Yeti Holdings
YETI
$2.9B
| $302K | ﹤0.01% |
9,578
-3,245
| -25% | -$102K |
|
1442
BILL Holdings
BILL
$5.17B
| $302K | ﹤0.01% |
6,521
+854
| +15% | +$39.5K |
|
1443
Outfront Media
OUT
$3.17B
| $300K | ﹤0.01% |
18,074
+328
| +2% | +$5.45K |
|
1444
Choice Hotels
CHH
$5.31B
| $300K | ﹤0.01% |
2,358
+255
| +12% | +$32.4K |
|
1445
Navitas Semiconductor
NVTS
$1.23B
| $298K | ﹤0.01% |
45,533
+17,653
| +63% | +$116K |
|
1446
Madrigal Pharmaceuticals
MDGL
$10.1B
| $298K | ﹤0.01% |
984
+21
| +2% | +$6.36K |
|
1447
Klaviyo
KVYO
$9.64B
| $297K | ﹤0.01% |
8,843
+958
| +12% | +$32.2K |
|
|
TLX
1448
Telix Pharmaceuticals Limited American Depositary Shares
TLX
$3.11B
| $297K | ﹤0.01% |
+18,475
| New | +$297K |
|
1449
C3.ai
AI
$2.16B
| $297K | ﹤0.01% |
+12,073
| New | +$297K |
|
1450
Oceaneering
OII
$2.41B
| $296K | ﹤0.01% |
14,265
+1,589
| +13% | +$32.9K |
|