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 | |
|---|---|---|---|---|---|---|
|
BLDP
1826
Ballard Power Systems
BLDP
$598M
| $48.4K | ﹤0.01% |
30,459
+5,482
| +22% | +$8.72K |
|
1827
TeraWulf
WULF
$3.58B
| $48.4K | ﹤0.01% |
+11,056
| New | +$48.4K |
|
1828
Blend Labs
BLND
$1.05B
| $48.4K | ﹤0.01% |
14,666
-313
| -2% | -$1.03K |
|
1829
Geron
GERN
$893M
| $48.3K | ﹤0.01% |
34,238
+22,993
| +204% | +$32.4K |
|
1830
loanDepot
LDI
$605M
| $47.3K | ﹤0.01% |
37,272
+21,091
| +130% | +$26.8K |
|
1831
Quantum-Si Incorporated
QSI
$219M
| $47.2K | ﹤0.01% |
24,091
+614
| +3% | +$1.2K |
|
1832
Denison Mines
DNN
$2.11B
| $47.2K | ﹤0.01% |
25,857
-5,422
| -17% | -$9.89K |
|
1833
Kosmos Energy
KOS
$784M
| $46.6K | ﹤0.01% |
27,089
+6,888
| +34% | +$11.8K |
|
1834
Nkarta
NKTX
$161M
| $46.5K | ﹤0.01% |
28,030
-12,333
| -31% | -$20.5K |
|
|
FSP
1835
Franklin Street Properties
FSP
$174M
| $46.3K | ﹤0.01% |
28,234
-6,802
| -19% | -$11.2K |
|
1836
Erasca
ERAS
$457M
| $46.2K | ﹤0.01% |
36,362
+20,558
| +130% | +$26.1K |
|
1837
Hain Celestial
HAIN
$164M
| $45.7K | ﹤0.01% |
30,067
+9,335
| +45% | +$14.2K |
|
1838
Pacific Biosciences
PACB
$381M
| $45.6K | ﹤0.01% |
36,746
+6,321
| +21% | +$7.84K |
|
1839
ProQR Therapeutics
PRQR
$258M
| $45.5K | ﹤0.01% |
22,314
+1,518
| +7% | +$3.1K |
|
1840
Sportsman's Warehouse
SPWH
$130M
| $45.3K | ﹤0.01% |
+13,133
| New | +$45.3K |
|
1841
Companhia Siderúrgica Nacional
SID
$1.99B
| $45.2K | ﹤0.01% |
32,253
+8,672
| +37% | +$12.1K |
|
1842
Beyond Meat
BYND
$189M
| $44.7K | ﹤0.01% |
+12,803
| New | +$44.7K |
|
1843
Precigen
PGEN
$1.3B
| $44.6K | ﹤0.01% |
31,384
+813
| +3% | +$1.15K |
|
1844
Plug Power
PLUG
$1.69B
| $44.6K | ﹤0.01% |
29,899
-4,423
| -13% | -$6.59K |
|
1845
Lightwave Logic
LWLG
$423M
| $44.1K | ﹤0.01% |
35,547
+5,468
| +18% | +$6.78K |
|
1846
Wheels Up
UP
$1.4B
| $43.4K | ﹤0.01% |
40,534
+26,917
| +198% | +$28.8K |
|
1847
Sutro Biopharma
STRO
$89.9M
| $43.3K | ﹤0.01% |
60,617
+38,561
| +175% | +$27.5K |
|
1848
AbCellera Biologics
ABCL
$1.26B
| $42.8K | ﹤0.01% |
12,468
+1,146
| +10% | +$3.93K |
|
1849
Neumora Therapeutics
NMRA
$272M
| $42.7K | ﹤0.01% |
58,196
+32,922
| +130% | +$24.1K |
|
1850
Cytek Biosciences
CTKB
$511M
| $42.1K | ﹤0.01% |
+12,395
| New | +$42.1K |
|