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 | |
|---|---|---|---|---|---|---|
1876
Humacyte
HUMA
$226M
| $29.8K | ﹤0.01% |
+14,235
| New | +$29.8K |
|
1877
Annexon
ANNX
$238M
| $29.5K | ﹤0.01% |
+12,284
| New | +$29.5K |
|
|
LAC
1878
Lithium Americas
LAC
$698M
| $29.5K | ﹤0.01% |
10,997
-228
| -2% | -$611 |
|
1879
Ocugen
OCGN
$322M
| $29K | ﹤0.01% |
29,871
+9,791
| +49% | +$9.5K |
|
1880
TScan Therapeutics
TCRX
$108M
| $28.8K | ﹤0.01% |
+19,892
| New | +$28.8K |
|
|
LAR
1881
Lithium Argentina AG
LAR
$573M
| $28.8K | ﹤0.01% |
13,838
-5,578
| -29% | -$11.6K |
|
|
FFAI
1882
Faraday Future Intelligent Electric Inc. Common Stock
FFAI
$266M
| $28.7K | ﹤0.01% |
+17,102
| New | +$28.7K |
|
1883
Invivyd
IVVD
$239M
| $28.6K | ﹤0.01% |
39,941
+28,146
| +239% | +$20.1K |
|
1884
Tenaya Therapeutics
TNYA
$220M
| $28.2K | ﹤0.01% |
46,169
+11,656
| +34% | +$7.12K |
|
1885
Lufax Holding
LU
$2.61B
| $27.9K | ﹤0.01% |
+10,016
| New | +$27.9K |
|
1886
CXApp
CXAI
$17.2M
| $27.6K | ﹤0.01% |
25,796
+12,459
| +93% | +$13.3K |
|
1887
Fossil Group
FOSL
$165M
| $27.2K | ﹤0.01% |
18,357
-979
| -5% | -$1.45K |
|
1888
GrafTech
EAF
$256M
| $26.8K | ﹤0.01% |
2,753
+819
| +42% | +$7.97K |
|
1889
SmartRent
SMRT
$275M
| $26.7K | ﹤0.01% |
+26,959
| New | +$26.7K |
|
|
SVC
1890
Service Properties Trust
SVC
$481M
| $26.6K | ﹤0.01% |
11,147
-16,364
| -59% | -$39.1K |
|
|
CGC
1891
Canopy Growth
CGC
$456M
| $25.4K | ﹤0.01% |
20,797
+7,952
| +62% | +$9.71K |
|
1892
Richtech Robotics
RR
$290M
| $25.3K | ﹤0.01% |
12,978
+2,545
| +24% | +$4.96K |
|
1893
iHeartMedia
IHRT
$315M
| $25.1K | ﹤0.01% |
14,241
+1,365
| +11% | +$2.4K |
|
|
BITF
1894
Bitfarms
BITF
$713M
| $24.2K | ﹤0.01% |
28,770
-7,174
| -20% | -$6.03K |
|
1895
DocGo
DCGO
$155M
| $23.7K | ﹤0.01% |
+15,075
| New | +$23.7K |
|
1896
Nerdy
NRDY
$163M
| $23.4K | ﹤0.01% |
14,335
-2,112
| -13% | -$3.44K |
|
1897
Cassava Sciences
SAVA
$104M
| $23.3K | ﹤0.01% |
+12,865
| New | +$23.3K |
|
1898
Coherus Oncology, Inc. Common Stock
CHRS
$150M
| $22.5K | ﹤0.01% |
30,771
+2,673
| +10% | +$1.96K |
|
1899
Holley
HLLY
$469M
| $22.3K | ﹤0.01% |
11,158
+933
| +9% | +$1.87K |
|
1900
Nauticus Robotics
KITT
$20.6M
| $22.2K | ﹤0.01% |
+24,576
| New | +$22.2K |
|