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 | |
|---|---|---|---|---|---|---|
1451
Huron Consulting
HURN
$2.41B
| $295K | ﹤0.01% |
2,144
+442
| +26% | +$60.8K |
|
1452
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.86B
| $294K | ﹤0.01% |
9,000
| – | – |
|
1453
AvePoint
AVPT
$3.51B
| $293K | ﹤0.01% |
15,182
+4,630
| +44% | +$89.4K |
|
1454
Lumen
LUMN
$5.78B
| $293K | ﹤0.01% |
66,857
+1,125
| +2% | +$4.93K |
|
1455
LGI Homes
LGIH
$1.53B
| $292K | ﹤0.01% |
5,669
+2,025
| +56% | +$104K |
|
1456
Plains GP Holdings
PAGP
$3.64B
| $292K | ﹤0.01% |
15,007
-1,273
| -8% | -$24.7K |
|
1457
Boston Beer
SAM
$2.45B
| $291K | ﹤0.01% |
1,526
+335
| +28% | +$63.9K |
|
1458
Ambarella
AMBA
$3.59B
| $290K | ﹤0.01% |
+4,395
| New | +$290K |
|
1459
Progress Software
PRGS
$1.86B
| $290K | ﹤0.01% |
+4,548
| New | +$290K |
|
1460
Nuvalent
NUVL
$5.76B
| $290K | ﹤0.01% |
+3,802
| New | +$290K |
|
1461
Amphastar Pharmaceuticals
AMPH
$1.36B
| $290K | ﹤0.01% |
12,624
+4,855
| +62% | +$111K |
|
1462
EnerSys
ENS
$3.92B
| $290K | ﹤0.01% |
3,378
-281
| -8% | -$24.1K |
|
1463
International Bancshares
IBOC
$4.44B
| $289K | ﹤0.01% |
4,345
+169
| +4% | +$11.3K |
|
1464
Acushnet Holdings
GOLF
$4.54B
| $289K | ﹤0.01% |
3,967
-206
| -5% | -$15K |
|
1465
Brink's
BCO
$4.79B
| $288K | ﹤0.01% |
3,228
+57
| +2% | +$5.09K |
|
1466
Installed Building Products
IBP
$7.58B
| $288K | ﹤0.01% |
1,596
-495
| -24% | -$89.3K |
|
1467
Arcosa
ACA
$4.76B
| $288K | ﹤0.01% |
+3,300
| New | +$288K |
|
1468
Newmark Group
NMRK
$3.32B
| $287K | ﹤0.01% |
23,653
-398
| -2% | -$4.84K |
|
1469
Peabody Energy
BTU
$2.25B
| $287K | ﹤0.01% |
21,414
+9,974
| +87% | +$134K |
|
1470
Mueller Water Products
MWA
$4.18B
| $286K | ﹤0.01% |
11,905
-271
| -2% | -$6.52K |
|
1471
Transmedics
TMDX
$3.69B
| $286K | ﹤0.01% |
+2,135
| New | +$286K |
|
1472
Confluent
CFLT
$6.88B
| $286K | ﹤0.01% |
11,472
-7,125
| -38% | -$178K |
|
1473
Axos Financial
AX
$5.21B
| $286K | ﹤0.01% |
3,758
-213
| -5% | -$16.2K |
|
1474
Hecla Mining
HL
$6.82B
| $286K | ﹤0.01% |
47,710
+2,283
| +5% | +$13.7K |
|
1475
Victoria's Secret
VSCO
$2.06B
| $284K | ﹤0.01% |
15,314
+3,992
| +35% | +$73.9K |
|