VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $8.86B
1-Year Return 26.43%
This Quarter Return
+10.65%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$2.88B
AUM Growth
+$456M
Cap. Flow
+$284M
Cap. Flow %
9.85%
Top 10 Hldgs %
21.94%
Holding
1,528
New
249
Increased
847
Reduced
360
Closed
62

Top Buys

1
AMZN icon
Amazon
AMZN
$10.3M
2
AAPL icon
Apple
AAPL
$8.58M
3
TSLA icon
Tesla
TSLA
$7.97M
4
NVDA icon
NVIDIA
NVDA
$6.89M
5
META icon
Meta Platforms (Facebook)
META
$6.73M

Top Sells

1
JNJ icon
Johnson & Johnson
JNJ
$6.21M
2
VTI icon
Vanguard Total Stock Market ETF
VTI
$5.97M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
$5.34M
4
IVE icon
iShares S&P 500 Value ETF
IVE
$2.95M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
$2.57M

Sector Composition

1 Technology 26.43%
2 Healthcare 13.48%
3 Financials 12.37%
4 Consumer Discretionary 10.93%
5 Industrials 9.13%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
CTAS icon
151
Cintas
CTAS
$83.4B
$3.55M 0.12%
30,712
+1,532
+5% +$177K
AZN icon
152
AstraZeneca
AZN
$254B
$3.51M 0.12%
50,601
-292
-0.6% -$20.3K
PANW icon
153
Palo Alto Networks
PANW
$129B
$3.51M 0.12%
35,156
+6,332
+22% +$632K
TSN icon
154
Tyson Foods
TSN
$20B
$3.48M 0.12%
58,697
+44,887
+325% +$2.66M
SRE icon
155
Sempra
SRE
$53.6B
$3.48M 0.12%
46,042
+4,844
+12% +$366K
APH icon
156
Amphenol
APH
$138B
$3.46M 0.12%
84,780
+1,282
+2% +$52.4K
A icon
157
Agilent Technologies
A
$36.4B
$3.46M 0.12%
24,990
-1,019
-4% -$141K
SHEL icon
158
Shell
SHEL
$210B
$3.45M 0.12%
60,037
+8,555
+17% +$492K
WST icon
159
West Pharmaceutical
WST
$17.8B
$3.45M 0.12%
9,963
+1,058
+12% +$367K
CSX icon
160
CSX Corp
CSX
$60.9B
$3.44M 0.12%
115,046
-17,198
-13% -$515K
SLB icon
161
Schlumberger
SLB
$53.7B
$3.44M 0.12%
70,047
+2,161
+3% +$106K
EQIX icon
162
Equinix
EQIX
$75.2B
$3.39M 0.12%
4,707
+285
+6% +$205K
KR icon
163
Kroger
KR
$44.9B
$3.35M 0.12%
67,924
+16,804
+33% +$830K
SPG icon
164
Simon Property Group
SPG
$59.3B
$3.31M 0.12%
29,582
-585
-2% -$65.5K
PXD
165
DELISTED
Pioneer Natural Resource Co.
PXD
$3.31M 0.11%
16,198
+2,025
+14% +$414K
FCX icon
166
Freeport-McMoran
FCX
$66.1B
$3.31M 0.11%
80,842
+11,660
+17% +$477K
HSY icon
167
Hershey
HSY
$37.6B
$3.29M 0.11%
12,944
+1,717
+15% +$437K
ECL icon
168
Ecolab
ECL
$78B
$3.29M 0.11%
20,146
-1,357
-6% -$222K
FDX icon
169
FedEx
FDX
$53.2B
$3.29M 0.11%
14,399
+1,493
+12% +$341K
CCI icon
170
Crown Castle
CCI
$41.6B
$3.28M 0.11%
24,520
-5,157
-17% -$690K
DVN icon
171
Devon Energy
DVN
$22.6B
$3.28M 0.11%
64,762
+812
+1% +$41.1K
MAR icon
172
Marriott International Class A Common Stock
MAR
$73B
$3.26M 0.11%
19,620
+1,727
+10% +$287K
MU icon
173
Micron Technology
MU
$139B
$3.26M 0.11%
53,962
+7,090
+15% +$428K
PCAR icon
174
PACCAR
PCAR
$51.6B
$3.25M 0.11%
44,411
+5,636
+15% +$413K
AFL icon
175
Aflac
AFL
$58.1B
$3.23M 0.11%
50,111
+5,942
+13% +$383K
5 6
7
8 9