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
$9.76B
AUM Growth
+$903M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,066
New
Increased
Reduced
Closed

Top Buys

1 +$29.8M
2 +$15.4M
3 +$14.3M
4
MSFT icon
Microsoft
MSFT
+$13.6M
5
AMZN icon
Amazon
AMZN
+$9.62M

Top Sells

1 +$4.87M
2 +$4.85M
3 +$4.58M
4
PARA
Paramount Global Class B
PARA
+$3.78M
5
ACN icon
Accenture
ACN
+$2.68M

Sector Composition

1 Technology 33.85%
2 Financials 13.96%
3 Consumer Discretionary 10.32%
4 Communication Services 9.77%
5 Healthcare 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WMG icon
1501
Warner Music
WMG
$14.6B
$303K ﹤0.01%
8,884
+1,177
WMK icon
1502
Weis Markets
WMK
$1.66B
$303K ﹤0.01%
4,209
-169
SMG icon
1503
ScottsMiracle-Gro
SMG
$3.28B
$300K ﹤0.01%
5,265
+445
HUT
1504
Hut 8
HUT
$4.32B
$300K ﹤0.01%
+8,604
CVE icon
1505
Cenovus Energy
CVE
$34.4B
$298K ﹤0.01%
17,559
-320
ASH icon
1506
Ashland
ASH
$2.66B
$298K ﹤0.01%
6,224
-1,906
URBN icon
1507
Urban Outfitters
URBN
$7.1B
$298K ﹤0.01%
4,172
-68
WSFS icon
1508
WSFS Financial
WSFS
$3.05B
$297K ﹤0.01%
5,500
+1,031
CUBI icon
1509
Customers Bancorp
CUBI
$2.42B
$297K ﹤0.01%
4,547
+75
IPX
1510
IperionX
IPX
$1.11B
$297K ﹤0.01%
+6,022
QBTS icon
1511
D-Wave Quantum
QBTS
$8.95B
$296K ﹤0.01%
+11,997
WSBC icon
1512
WesBanco
WSBC
$3.22B
$296K ﹤0.01%
9,269
+1,133
QXO
1513
QXO Inc
QXO
$13.5B
$295K ﹤0.01%
15,492
+2,688
GTES icon
1514
Gates Industrial
GTES
$5.73B
$293K ﹤0.01%
11,822
+1,573
AMPH icon
1515
Amphastar Pharmaceuticals
AMPH
$1.27B
$293K ﹤0.01%
11,004
-1,620
AMPY icon
1516
Amplify Energy
AMPY
$234M
$293K ﹤0.01%
55,831
-1,685
EDU icon
1517
New Oriental
EDU
$8.13B
$292K ﹤0.01%
5,505
-376
SITE icon
1518
SiteOne Landscape Supply
SITE
$5.97B
$292K ﹤0.01%
2,268
PHI icon
1519
PLDT
PHI
$4.73B
$292K ﹤0.01%
15,605
-9,658
DAC icon
1520
Danaos Corp
DAC
$1.8B
$291K ﹤0.01%
3,237
+659
ASND icon
1521
Ascendis Pharma
ASND
$12.3B
$289K ﹤0.01%
1,456
+130
SHC icon
1522
Sotera Health
SHC
$4.78B
$289K ﹤0.01%
18,387
+509
CAVA icon
1523
CAVA Group
CAVA
$6.32B
$289K ﹤0.01%
4,787
+774
HUBG icon
1524
HUB Group
HUBG
$2.44B
$289K ﹤0.01%
8,396
+2,078
IUSV icon
1525
iShares Core S&P US Value ETF
IUSV
$24B
$288K ﹤0.01%
2,886