VPIM
Vanguard Personalized Indexing Management Portfolio holdings
AUM
$8.86B
1-Year Return
26.43%
This Quarter Return
-13.91%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$171M
AUM Growth
–
Cap. Flow
+$171M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
25.64%
Holding
269
New
269
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Microsoft
MSFT
|
$7.56M |
| 2 |
Apple
AAPL
|
$6.67M |
| 3 |
Schwab Emerging Markets Equity ETF
SCHE
|
$5.68M |
| 4 |
Chunghwa Telecom
CHT
|
$4.78M |
| 5 |
Johnson & Johnson
JNJ
|
$3.72M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 20.81% |
| 2 | Financials | 13.3% |
| 3 | Healthcare | 12.86% |
| 4 | Consumer Staples | 11.34% |
| 5 | Communication Services | 10.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Lockheed Martin
LMT
$108B
| $319K | 0.19% |
+941
| New | +$319K |
|
152
Boeing
BA
$174B
| $316K | 0.18% |
+2,119
| New | +$316K |
|
153
Sanofi
SNY
$113B
| $313K | 0.18% |
+7,163
| New | +$313K |
|
154
Kimberly-Clark
KMB
$43.1B
| $312K | 0.18% |
+2,438
| New | +$312K |
|
155
Philip Morris
PM
$251B
| $311K | 0.18% |
+4,257
| New | +$311K |
|
156
Shinhan Financial Group
SHG
$22.7B
| $311K | 0.18% |
+13,332
| New | +$311K |
|
157
IBM
IBM
$232B
| $309K | 0.18% |
+2,915
| New | +$309K |
|
158
Hershey
HSY
$37.6B
| $308K | 0.18% |
+2,327
| New | +$308K |
|
159
Colgate-Palmolive
CL
$68.8B
| $306K | 0.18% |
+4,609
| New | +$306K |
|
160
Adtalem Global Education
ATGE
$4.83B
| $304K | 0.18% |
+11,340
| New | +$304K |
|
161
Waste Management
WM
$88.6B
| $304K | 0.18% |
+3,282
| New | +$304K |
|
162
Fidelity National Information Services
FIS
$35.9B
| $303K | 0.18% |
+2,488
| New | +$303K |
|
163
Atmos Energy
ATO
$26.7B
| $301K | 0.18% |
+3,035
| New | +$301K |
|
164
Becton Dickinson
BDX
$55.1B
| $297K | 0.17% |
+1,323
| New | +$297K |
|
165
SAP
SAP
$313B
| $292K | 0.17% |
+2,639
| New | +$292K |
|
166
Vertex Pharmaceuticals
VRTX
$102B
| $290K | 0.17% |
+1,217
| New | +$290K |
|
167
Sony
SONY
$165B
| $286K | 0.17% |
+24,185
| New | +$286K |
|
168
Synopsys
SNPS
$111B
| $284K | 0.17% |
+2,208
| New | +$284K |
|
169
Check Point Software Technologies
CHKP
$20.7B
| $279K | 0.16% |
+2,772
| New | +$279K |
|
|
ARI
170
Apollo Commercial Real Estate
ARI
$1.53B
| $272K | 0.16% |
+36,681
| New | +$272K |
|
171
Northrop Grumman
NOC
$83.2B
| $263K | 0.15% |
+870
| New | +$263K |
|
172
Booking.com
BKNG
$178B
| $262K | 0.15% |
+195
| New | +$262K |
|
173
Stellantis
STLA
$26.2B
| $261K | 0.15% |
+36,260
| New | +$261K |
|
174
Blackrock
BLK
$170B
| $257K | 0.15% |
+584
| New | +$257K |
|
175
Smith & Nephew
SNN
$16.6B
| $256K | 0.15% |
+7,145
| New | +$256K |
|