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
NTB icon
1601
Bank of N.T. Butterfield & Son
NTB
$2.08B
$213K ﹤0.01%
+4,802
SUZ icon
1602
Suzano
SUZ
$11.4B
$212K ﹤0.01%
22,503
+2,980
ARCB icon
1603
ArcBest
ARCB
$1.7B
$212K ﹤0.01%
2,747
-458
MYRG icon
1604
MYR Group
MYRG
$3.45B
$211K ﹤0.01%
+1,165
HUBG icon
1605
HUB Group
HUBG
$2.67B
$211K ﹤0.01%
+6,318
BGC icon
1606
BGC Group
BGC
$4.26B
$211K ﹤0.01%
20,590
+1,136
FOX icon
1607
Fox Class B
FOX
$28.9B
$211K ﹤0.01%
+4,077
MSGS icon
1608
Madison Square Garden
MSGS
$6.21B
$210K ﹤0.01%
+999
ACWX icon
1609
iShares MSCI ACWI ex US ETF
ACWX
$7.92B
$210K ﹤0.01%
3,448
-932
WMG icon
1610
Warner Music
WMG
$15.8B
$210K ﹤0.01%
7,707
-1,927
OSCV icon
1611
Opus Small Cap Value ETF
OSCV
$643M
$210K ﹤0.01%
+5,806
DOCN icon
1612
DigitalOcean
DOCN
$4.51B
$209K ﹤0.01%
7,304
-1,127
XLF icon
1613
State Street Financial Select Sector SPDR ETF
XLF
$53.7B
$207K ﹤0.01%
3,949
-460
ASGN icon
1614
ASGN Inc
ASGN
$2.13B
$207K ﹤0.01%
4,136
-2,643
HUN icon
1615
Huntsman Corp
HUN
$1.77B
$206K ﹤0.01%
19,814
-6,382
VOOG icon
1616
Vanguard S&P 500 Growth ETF
VOOG
$21.7B
$206K ﹤0.01%
+520
AAT
1617
American Assets Trust
AAT
$1.17B
$206K ﹤0.01%
+10,413
SYM icon
1618
Symbotic
SYM
$6.85B
$205K ﹤0.01%
+5,287
AXSM icon
1619
Axsome Therapeutics
AXSM
$7.5B
$205K ﹤0.01%
+1,967
KMT icon
1620
Kennametal
KMT
$2.19B
$205K ﹤0.01%
+8,928
WD icon
1621
Walker & Dunlop
WD
$2.07B
$205K ﹤0.01%
2,905
+459
SUPN icon
1622
Supernus Pharmaceuticals
SUPN
$2.86B
$205K ﹤0.01%
+6,491
VCEL icon
1623
Vericel Corp
VCEL
$1.9B
$204K ﹤0.01%
+4,784
NBR icon
1624
Nabors Industries
NBR
$776M
$203K ﹤0.01%
+7,253
EXK
1625
Endeavour Silver
EXK
$2.88B
$203K ﹤0.01%
41,256
+2,161
63 64
65
66 67