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

Top Buys

1 +$26.4M
2 +$14.4M
3 +$13.4M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12.3M
5
AMZN icon
Amazon
AMZN
+$9.91M

Top Sells

1 +$4.87M
2 +$4.85M
3 +$4.65M
4
PARA
Paramount Global Class B
PARA
+$3.78M
5
ACN icon
Accenture
ACN
+$2.83M

Sector Composition

1 Technology 33.82%
2 Financials 13.98%
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
$15.3B
$303K ﹤0.01%
8,884
+1,177
WMK icon
1502
Weis Markets
WMK
$1.83B
$303K ﹤0.01%
4,209
-169
SMG icon
1503
ScottsMiracle-Gro
SMG
$4.05B
$300K ﹤0.01%
5,265
+445
HUT
1504
Hut 8
HUT
$5.93B
$300K ﹤0.01%
+8,604
CVE icon
1505
Cenovus Energy
CVE
$43.6B
$298K ﹤0.01%
17,559
-320
ASH icon
1506
Ashland
ASH
$2.89B
$298K ﹤0.01%
6,224
-1,906
URBN icon
1507
Urban Outfitters
URBN
$6.19B
$298K ﹤0.01%
4,172
-68
WSFS icon
1508
WSFS Financial
WSFS
$3.56B
$297K ﹤0.01%
5,500
+1,031
CUBI icon
1509
Customers Bancorp
CUBI
$2.46B
$297K ﹤0.01%
4,547
+75
IPX
1510
IperionX
IPX
$1.41B
$297K ﹤0.01%
+6,022
QBTS icon
1511
D-Wave Quantum
QBTS
$7.17B
$296K ﹤0.01%
+11,997
WSBC icon
1512
WesBanco
WSBC
$3.5B
$296K ﹤0.01%
9,269
+1,133
QXO
1513
QXO Inc
QXO
$18.6B
$295K ﹤0.01%
15,492
+2,688
GTES icon
1514
Gates Industrial
GTES
$7.05B
$293K ﹤0.01%
11,822
+1,573
AMPH icon
1515
Amphastar Pharmaceuticals
AMPH
$1.31B
$293K ﹤0.01%
11,004
-1,620
AMPY icon
1516
Amplify Energy
AMPY
$228M
$293K ﹤0.01%
55,831
-1,685
EDU icon
1517
New Oriental
EDU
$9.51B
$292K ﹤0.01%
5,505
-376
SITE icon
1518
SiteOne Landscape Supply
SITE
$6.68B
$292K ﹤0.01%
2,268
PHI icon
1519
PLDT
PHI
$5.17B
$292K ﹤0.01%
15,605
-9,658
DAC icon
1520
Danaos Corp
DAC
$1.97B
$291K ﹤0.01%
3,237
+659
ASND icon
1521
Ascendis Pharma
ASND
$14.1B
$289K ﹤0.01%
1,456
+130
SHC icon
1522
Sotera Health
SHC
$4.94B
$289K ﹤0.01%
18,387
+509
CAVA icon
1523
CAVA Group
CAVA
$7.94B
$289K ﹤0.01%
4,787
+774
HUBG icon
1524
HUB Group
HUBG
$2.55B
$289K ﹤0.01%
8,396
+2,078
IUSV icon
1525
iShares Core S&P US Value ETF
IUSV
$24.8B
$288K ﹤0.01%
2,886