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
DK icon
1601
Delek US
DK
$2.06B
$240K ﹤0.01%
+7,433
IWM icon
1602
iShares Russell 2000 ETF
IWM
$76.7B
$240K ﹤0.01%
990
-1,248
XP icon
1603
XP
XP
$11.9B
$240K ﹤0.01%
12,753
-117
LEGN icon
1604
Legend Biotech
LEGN
$3.35B
$240K ﹤0.01%
7,345
+1,177
RBRK icon
1605
Rubrik
RBRK
$10B
$239K ﹤0.01%
2,910
+341
VVX icon
1606
V2X
VVX
$2.14B
$239K ﹤0.01%
+4,112
PDS
1607
Precision Drilling
PDS
$1.14B
$239K ﹤0.01%
+4,241
PCH
1608
DELISTED
PotlatchDeltic
PCH
$238K ﹤0.01%
+5,840
MBC icon
1609
MasterBrand
MBC
$1.47B
$238K ﹤0.01%
18,043
-203
VTLE
1610
DELISTED
Vital Energy
VTLE
$237K ﹤0.01%
14,054
+2,818
ARCC icon
1611
Ares Capital
ARCC
$13.8B
$237K ﹤0.01%
11,630
+1,446
LGND icon
1612
Ligand Pharmaceuticals
LGND
$3.62B
$237K ﹤0.01%
+1,336
HMN icon
1613
Horace Mann Educators
HMN
$1.75B
$236K ﹤0.01%
5,224
+166
TX icon
1614
Ternium
TX
$8.54B
$235K ﹤0.01%
+6,776
AVPT icon
1615
AvePoint
AVPT
$2.27B
$235K ﹤0.01%
15,648
+466
GT icon
1616
Goodyear
GT
$2.56B
$235K ﹤0.01%
31,389
-15,051
VONV icon
1617
Vanguard Russell 1000 Value ETF
VONV
$15.5B
$234K ﹤0.01%
2,619
-539
BANF icon
1618
BancFirst
BANF
$3.92B
$234K ﹤0.01%
1,847
+50
EOSE icon
1619
Eos Energy Enterprises
EOSE
$3.47B
$233K ﹤0.01%
20,464
-1,085
RHP icon
1620
Ryman Hospitality Properties
RHP
$6.61B
$233K ﹤0.01%
2,596
+31
SNEX icon
1621
StoneX
SNEX
$6.75B
$233K ﹤0.01%
+2,300
SQM icon
1622
Sociedad Química y Minera de Chile
SQM
$20.5B
$232K ﹤0.01%
+5,400
EBC icon
1623
Eastern Bankshares
EBC
$4.71B
$232K ﹤0.01%
+12,786
JBTM
1624
JBT Marel
JBTM
$8.57B
$231K ﹤0.01%
+1,648
VV icon
1625
Vanguard Large-Cap ETF
VV
$47.6B
$231K ﹤0.01%
+748
63 64
65
66 67