VPIM
Vanguard Personalized Indexing Management Portfolio holdings
AUM
$8.86B
1-Year Return
26.43%
This Quarter Return
+15.08%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$8.86B
AUM Growth
+$2.08B
(+31%)
Cap. Flow
+$1.35B
Cap. Flow
% of AUM
15.21%
Top 10 Holdings %
Top 10 Hldgs %
31.49%
Holding
2,054
New
215
Increased
1,371
Reduced
346
Closed
109
Top Buys
| 1 |
Microsoft
MSFT
|
$104M |
| 2 |
NVIDIA
NVDA
|
$85.4M |
| 3 |
Apple
AAPL
|
$44.7M |
| 4 |
Amazon
AMZN
|
$43.7M |
| 5 |
Broadcom
AVGO
|
$41M |
Top Sells
| 1 |
DFS
Discover Financial Services
DFS
|
$6.47M |
| 2 |
Vanguard Total World Stock ETF
VT
|
$3.04M |
| 3 |
Chevron
CVX
|
$1.57M |
| 4 |
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 | 9.25% |
| 5 | Communication Services | 9.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1776
CuriosityStream
CURI
$265M
| $73.8K | ﹤0.01% |
+13,113
| New | +$73.8K |
|
1777
Fastly
FSLY
$1.1B
| $73.8K | ﹤0.01% |
10,452
-4,353
| -29% | -$30.7K |
|
1778
Alector
ALEC
$305M
| $72.9K | ﹤0.01% |
52,095
+17,170
| +49% | +$24K |
|
1779
Novavax
NVAX
$1.28B
| $72.4K | ﹤0.01% |
+11,487
| New | +$72.4K |
|
1780
Cosan
CSAN
$2.47B
| $71.2K | ﹤0.01% |
14,093
-6,819
| -33% | -$34.4K |
|
1781
Nuvation Bio
NUVB
$1.33B
| $71.1K | ﹤0.01% |
36,486
+6,307
| +21% | +$12.3K |
|
|
NXDR
1782
Nextdoor Holdings
NXDR
$802M
| $70.9K | ﹤0.01% |
42,687
+6,516
| +18% | +$10.8K |
|
1783
Solid Power
SLDP
$760M
| $70.8K | ﹤0.01% |
32,338
-471
| -1% | -$1.03K |
|
|
AUTL
1784
Autolus Therapeutics
AUTL
$389M
| $69.4K | ﹤0.01% |
30,432
+11,821
| +64% | +$27K |
|
1785
Kearny Financial
KRNY
$415M
| $69.2K | ﹤0.01% |
10,716
-2,962
| -22% | -$19.1K |
|
1786
KLX Energy Services
KLXE
$33.7M
| $68.6K | ﹤0.01% |
36,668
+22,600
| +161% | +$42.3K |
|
|
JMIA
1787
Jumia Technologies
JMIA
$1.09B
| $68.4K | ﹤0.01% |
17,020
-7,052
| -29% | -$28.3K |
|
1788
EVgo
EVGO
$529M
| $68.2K | ﹤0.01% |
18,695
+6,320
| +51% | +$23.1K |
|
1789
Neogen
NEOG
$1.25B
| $68K | ﹤0.01% |
14,234
-1,652
| -10% | -$7.9K |
|
1790
QuickLogic
QUIK
$84.4M
| $66K | ﹤0.01% |
+10,721
| New | +$66K |
|
1791
CytomX Therapeutics
CTMX
$376M
| $65.8K | ﹤0.01% |
28,966
+11,258
| +64% | +$25.6K |
|
1792
Sight Sciences
SGHT
$193M
| $65.6K | ﹤0.01% |
15,888
+4,453
| +39% | +$18.4K |
|
1793
scPharmaceuticals
SCPH
$299M
| $64.4K | ﹤0.01% |
+16,903
| New | +$64.4K |
|
1794
FerroAtlántica
GSM
$799M
| $64.1K | ﹤0.01% |
17,474
+2,838
| +19% | +$10.4K |
|
1795
Petco
WOOF
$1.03B
| $63.7K | ﹤0.01% |
22,501
-1,304
| -5% | -$3.69K |
|
1796
TELUS International
TIXT
$1.25B
| $62.7K | ﹤0.01% |
17,271
+2,163
| +14% | +$7.85K |
|
1797
Gores Guggenheim
PSNY
$2.14B
| $62.5K | ﹤0.01% |
58,455
+2,090
| +4% | +$2.24K |
|
1798
Terns Pharmaceuticals
TERN
$632M
| $62K | ﹤0.01% |
16,611
+373
| +2% | +$1.39K |
|
1799
Shoals Technologies Group
SHLS
$1.2B
| $61.9K | ﹤0.01% |
14,569
+4,412
| +43% | +$18.8K |
|
1800
Lexicon Pharmaceuticals
LXRX
$396M
| $61.8K | ﹤0.01% |
65,330
+28,594
| +78% | +$27K |
|