VPIM
Vanguard Personalized Indexing Management Portfolio holdings
AUM
$8.86B
1-Year Return
26.43%
This Quarter Return
-13.91%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$171M
AUM Growth
–
Cap. Flow
+$171M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
25.64%
Holding
269
New
269
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Microsoft
MSFT
|
$7.56M |
| 2 |
Apple
AAPL
|
$6.67M |
| 3 |
Schwab Emerging Markets Equity ETF
SCHE
|
$5.68M |
| 4 |
Chunghwa Telecom
CHT
|
$4.78M |
| 5 |
Johnson & Johnson
JNJ
|
$3.72M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 20.81% |
| 2 | Financials | 13.3% |
| 3 | Healthcare | 12.86% |
| 4 | Consumer Staples | 11.34% |
| 5 | Communication Services | 10.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Southern Company
SO
$101B
| $253K | 0.15% |
+4,669
| New | +$253K |
|
177
Zoetis
ZTS
$67.9B
| $253K | 0.15% |
+2,150
| New | +$253K |
|
178
ASML
ASML
$307B
| $252K | 0.15% |
+965
| New | +$252K |
|
179
Erie Indemnity
ERIE
$17.5B
| $251K | 0.15% |
+1,690
| New | +$251K |
|
180
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
| $251K | 0.15% |
+9,702
| New | +$251K |
|
181
Tesla
TSLA
$1.13T
| $250K | 0.15% |
+7,170
| New | +$250K |
|
182
GE Aerospace
GE
$296B
| $248K | 0.14% |
+6,268
| New | +$248K |
|
183
Lam Research
LRCX
$130B
| $248K | 0.14% |
+10,340
| New | +$248K |
|
184
Mitsubishi UFJ Financial
MUFG
$174B
| $248K | 0.14% |
+67,828
| New | +$248K |
|
185
Newmont
NEM
$83.7B
| $248K | 0.14% |
+5,479
| New | +$248K |
|
|
RTN
186
DELISTED
Raytheon Company
RTN
| $247K | 0.14% |
+1,884
| New | +$247K |
|
187
AstraZeneca
AZN
$253B
| $244K | 0.14% |
+5,464
| New | +$244K |
|
188
Kinder Morgan
KMI
$59.1B
| $244K | 0.14% |
+17,521
| New | +$244K |
|
|
UN
189
DELISTED
Unilever NV New York Registry Shares
UN
| $243K | 0.14% |
+4,982
| New | +$243K |
|
190
Waste Connections
WCN
$46.1B
| $242K | 0.14% |
+3,126
| New | +$242K |
|
191
ServiceNow
NOW
$190B
| $239K | 0.14% |
+834
| New | +$239K |
|
192
Wells Fargo
WFC
$253B
| $239K | 0.14% |
+8,321
| New | +$239K |
|
193
United Microelectronic
UMC
$17.1B
| $238K | 0.14% |
+109,627
| New | +$238K |
|
194
Unilever
UL
$158B
| $237K | 0.14% |
+4,690
| New | +$237K |
|
195
ZTO Express
ZTO
$14.7B
| $234K | 0.14% |
+8,838
| New | +$234K |
|
196
iShares California Muni Bond ETF
CMF
$3.39B
| $232K | 0.14% |
+3,838
| New | +$232K |
|
197
Telus
TU
$25.3B
| $231K | 0.13% |
+14,631
| New | +$231K |
|
198
Wipro
WIT
$28.6B
| $230K | 0.13% |
+148,522
| New | +$230K |
|
199
Prologis
PLD
$105B
| $226K | 0.13% |
+2,807
| New | +$226K |
|
200
B2Gold
BTG
$5.52B
| $224K | 0.13% |
+73,053
| New | +$224K |
|