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 | |
|---|---|---|---|---|---|---|
1801
Recursion Pharmaceuticals
RXRX
$2.01B
| $61.5K | ﹤0.01% |
12,153
-2,570
| -17% | -$13K |
|
1802
Lexeo Therapeutics
LXEO
$271M
| $60.3K | ﹤0.01% |
+15,000
| New | +$60.3K |
|
1803
European Wax Center
EWCZ
$180M
| $60.2K | ﹤0.01% |
+10,685
| New | +$60.2K |
|
1804
The Honest Company
HNST
$446M
| $60.1K | ﹤0.01% |
11,817
+651
| +6% | +$3.31K |
|
1805
Frontier Group Holdings
ULCC
$1.18B
| $59.1K | ﹤0.01% |
16,278
-20,433
| -56% | -$74.2K |
|
|
TE
1806
T1 Energy Inc.
TE
$309M
| $58.8K | ﹤0.01% |
+47,831
| New | +$58.8K |
|
1807
Kyverna Therapeutics
KYTX
$170M
| $58.7K | ﹤0.01% |
19,122
+3,847
| +25% | +$11.8K |
|
1808
Getty Images
GETY
$772M
| $57.8K | ﹤0.01% |
34,798
+24,195
| +228% | +$40.2K |
|
1809
TETRA Technologies
TTI
$625M
| $57.4K | ﹤0.01% |
+17,097
| New | +$57.4K |
|
1810
Prime Medicine
PRME
$663M
| $57.3K | ﹤0.01% |
23,191
+7,954
| +52% | +$19.6K |
|
1811
Chegg
CHGG
$185M
| $57.3K | ﹤0.01% |
47,333
+16,430
| +53% | +$19.9K |
|
|
RZLV
1812
Rezolve AI PLC Ordinary Shares
RZLV
$1.04B
| $56.6K | ﹤0.01% |
+18,397
| New | +$56.6K |
|
|
ACB
1813
Aurora Cannabis
ACB
$276M
| $56.5K | ﹤0.01% |
13,325
+377
| +3% | +$1.6K |
|
1814
Kodiak Sciences
KOD
$556M
| $56.2K | ﹤0.01% |
15,070
+2,691
| +22% | +$10K |
|
1815
Rayonier Advanced Materials
RYAM
$397M
| $55.6K | ﹤0.01% |
14,442
-4,059
| -22% | -$15.6K |
|
1816
GSI Technology
GSIT
$85.2M
| $55.5K | ﹤0.01% |
+16,506
| New | +$55.5K |
|
1817
Sana Biotechnology
SANA
$752M
| $53.7K | ﹤0.01% |
19,685
+1,527
| +8% | +$4.17K |
|
1818
B&G Foods
BGS
$374M
| $53.4K | ﹤0.01% |
12,621
-8,775
| -41% | -$37.1K |
|
1819
JetBlue
JBLU
$1.85B
| $53.1K | ﹤0.01% |
12,554
-53,949
| -81% | -$228K |
|
|
AZUL
1820
DELISTED
Azul
AZUL
| $51.9K | ﹤0.01% |
+111,454
| New | +$51.9K |
|
1821
Caribou Biosciences
CRBU
$174M
| $51.4K | ﹤0.01% |
40,813
+16,736
| +70% | +$21.1K |
|
1822
Vimeo
VMEO
$734M
| $50.9K | ﹤0.01% |
+12,605
| New | +$50.9K |
|
1823
CareCloud
CCLD
$148M
| $50.2K | ﹤0.01% |
+21,284
| New | +$50.2K |
|
1824
AirSculpt Technologies
AIRS
$367M
| $49.7K | ﹤0.01% |
+10,288
| New | +$49.7K |
|
1825
Aemetis
AMTX
$151M
| $48.6K | ﹤0.01% |
19,611
+6,420
| +49% | +$15.9K |
|