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
$8.86B
AUM Growth
+$2.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,054
New
Increased
Reduced
Closed

Top Buys

1 +$104M
2 +$85.4M
3 +$44.7M
4
AMZN icon
Amazon
AMZN
+$43.7M
5
AVGO icon
Broadcom
AVGO
+$41M

Top Sells

1 +$6.47M
2 +$3.04M
3 +$1.57M
4
IYW icon
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 9.26%
5 Communication Services 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GSHD icon
1526
Goosehead Insurance
GSHD
$1.73B
$252K ﹤0.01%
2,389
+31
BTE icon
1527
Baytex Energy
BTE
$1.94B
$251K ﹤0.01%
140,399
+65,656
ICLR icon
1528
Icon
ICLR
$12.2B
$251K ﹤0.01%
1,726
+44
AKRO icon
1529
Akero Therapeutics
AKRO
$4.33B
$248K ﹤0.01%
+4,654
ULS icon
1530
UL Solutions
ULS
$17.2B
$247K ﹤0.01%
+3,396
LINE
1531
Lineage Inc
LINE
$7.9B
$247K ﹤0.01%
5,684
+1,134
TR icon
1532
Tootsie Roll Industries
TR
$2.75B
$247K ﹤0.01%
7,356
-34
WSFS icon
1533
WSFS Financial
WSFS
$2.97B
$247K ﹤0.01%
4,469
-347
CAKE icon
1534
Cheesecake Factory
CAKE
$2.36B
$246K ﹤0.01%
+3,925
AMX icon
1535
America Movil
AMX
$70.2B
$246K ﹤0.01%
13,700
-1,429
GES icon
1536
Guess Inc
GES
$884M
$245K ﹤0.01%
20,277
+915
BE icon
1537
Bloom Energy
BE
$32B
$245K ﹤0.01%
+10,235
UNF icon
1538
Unifirst Corp
UNF
$2.74B
$245K ﹤0.01%
+1,300
BOH icon
1539
Bank of Hawaii
BOH
$2.61B
$245K ﹤0.01%
3,623
+85
CVE icon
1540
Cenovus Energy
CVE
$30.5B
$243K ﹤0.01%
17,879
-1,580
IESC icon
1541
IES Holdings
IESC
$7.92B
$243K ﹤0.01%
+819
BROS icon
1542
Dutch Bros
BROS
$6.79B
$243K ﹤0.01%
+3,547
NPO icon
1543
Enpro
NPO
$4.49B
$242K ﹤0.01%
1,263
+10
TPH icon
1544
Tri Pointe Homes
TPH
$2.72B
$242K ﹤0.01%
7,561
-571
OPRA
1545
Opera Ltd
OPRA
$1.25B
$239K ﹤0.01%
+12,652
KTB icon
1546
Kontoor Brands
KTB
$4.01B
$238K ﹤0.01%
+3,609
IMTX icon
1547
Immatics
IMTX
$1.1B
$237K ﹤0.01%
+43,969
LBTYA icon
1548
Liberty Global Class A
LBTYA
$3.61B
$236K ﹤0.01%
+23,625
GTES icon
1549
Gates Industrial
GTES
$5.71B
$236K ﹤0.01%
+10,249
FRO icon
1550
Frontline
FRO
$5.27B
$235K ﹤0.01%
14,299
+3,427