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
$10.3B
AUM Growth
+$487M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,091
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$18.2M
3
+$14.3M
4
LLY icon
Eli Lilly
LLY
+$13.8M
5
JPM icon
JPMorgan Chase
JPM
+$9.55M

Top Sells

1
+$5M
2
+$4.87M
3
+$4.73M
4
DD icon
DuPont de Nemours
DD
+$3.94M
5
PG icon
Procter & Gamble
PG
+$2.89M

Sector Composition

1 Technology 33.3%
2 Financials 14.31%
3 Consumer Discretionary 10.17%
4 Communication Services 10.06%
5 Healthcare 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BNT
1676
Brookfield Wealth Solutions
BNT
$10.8B
$225K ﹤0.01%
+4,903
INSP icon
1677
Inspire Medical Systems
INSP
$1.88B
$225K ﹤0.01%
+2,441
HCM icon
1678
HUTCHMED
HCM
$2.32B
$225K ﹤0.01%
16,886
-477
RRR icon
1679
Red Rock Resorts
RRR
$3.64B
$225K ﹤0.01%
3,626
+71
MNRO icon
1680
Monro
MNRO
$602M
$224K ﹤0.01%
11,202
+103
PARR icon
1681
Par Pacific Holdings
PARR
$2.3B
$224K ﹤0.01%
6,364
+321
VVV icon
1682
Valvoline
VVV
$4.77B
$224K ﹤0.01%
7,693
-1,942
EBC icon
1683
Eastern Bankshares
EBC
$4.27B
$223K ﹤0.01%
12,108
-678
MGRC icon
1684
McGrath RentCorp
MGRC
$2.66B
$222K ﹤0.01%
2,117
+243
RPRX icon
1685
Royalty Pharma
RPRX
$20.3B
$221K ﹤0.01%
+5,728
RUSHA icon
1686
Rush Enterprises Class A
RUSHA
$5.5B
$220K ﹤0.01%
4,081
-749
PDFS icon
1687
PDF Solutions
PDFS
$1.29B
$219K ﹤0.01%
7,672
-225
MEOH icon
1688
Methanex
MEOH
$3.96B
$219K ﹤0.01%
5,505
+107
TROX icon
1689
Tronox
TROX
$1.1B
$218K ﹤0.01%
52,378
+29,380
SN icon
1690
SharkNinja
SN
$16.3B
$218K ﹤0.01%
+1,949
LMND icon
1691
Lemonade
LMND
$3.88B
$218K ﹤0.01%
+3,057
DOO
1692
Bombardier Recreational Products
DOO
$5.16B
$218K ﹤0.01%
+3,075
UCB
1693
United Community Banks
UCB
$3.88B
$217K ﹤0.01%
6,954
-968
KTB icon
1694
Kontoor Brands
KTB
$4.35B
$217K ﹤0.01%
3,550
+141
OSCV icon
1695
Opus Small Cap Value ETF
OSCV
$668M
$215K ﹤0.01%
5,806
ACWX icon
1696
iShares MSCI ACWI ex US ETF
ACWX
$9.03B
$215K ﹤0.01%
3,199
PBH icon
1697
Prestige Consumer Healthcare
PBH
$3.26B
$213K ﹤0.01%
3,452
-1,051
CAKE icon
1698
Cheesecake Factory
CAKE
$3.17B
$212K ﹤0.01%
4,207
+179
MIR icon
1699
Mirion Technologies
MIR
$5.36B
$212K ﹤0.01%
+9,059
PXF icon
1700
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.58B
$212K ﹤0.01%
+3,236
66 67
68
69 70