VPIM
Vanguard Personalized Indexing Management Portfolio holdings
AUM
$8.86B
This Quarter Return
+7.25%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$6.21B
AUM Growth
+$6.21B
(+18%)
Cap. Flow
+$670M
Cap. Flow
% of AUM
10.79%
Top 10 Holdings %
Top 10 Hldgs %
29.82%
Holding
1,829
New
137
Increased
1,264
Reduced
356
Closed
54
Top Buys
| 1 |
Broadcom
AVGO
|
$85.1M |
| 2 |
Apple
AAPL
|
$33.3M |
| 3 |
Microsoft
MSFT
|
$26M |
| 4 |
NVIDIA
NVDA
|
$21.8M |
| 5 |
Meta Platforms (Facebook)
META
|
$15.9M |
Top Sells
| 1 |
SiriusXM
SIRI
|
$2.06M |
| 2 |
Intel
INTC
|
$1.67M |
| 3 |
General Dynamics
GD
|
$1.4M |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$1.17M |
| 5 |
West Pharmaceutical
WST
|
$1.16M |
Sector Composition
| 1 | Technology | 31.1% |
| 2 | Financials | 12.99% |
| 3 | Healthcare | 11.47% |
| 4 | Consumer Discretionary | 10.19% |
| 5 | Industrials | 8.48% |