VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $8.86B
1-Year Return 26.43%
This Quarter Return
+10.12%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$3.26B
AUM Growth
+$385M
Cap. Flow
+$156M
Cap. Flow %
4.79%
Top 10 Hldgs %
24.94%
Holding
1,558
New
92
Increased
928
Reduced
432
Closed
91

Top Buys

1
AAPL icon
Apple
AAPL
$16.3M
2
MSFT icon
Microsoft
MSFT
$16.2M
3
JNJ icon
Johnson & Johnson
JNJ
$6.71M
4
NVDA icon
NVIDIA
NVDA
$5.12M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
$3.5M

Top Sells

1
AIG icon
American International
AIG
$5.86M
2
VTRS icon
Viatris
VTRS
$3.05M
3
NRG icon
NRG Energy
NRG
$2.84M
4
VZ icon
Verizon
VZ
$2.54M
5
AMZN icon
Amazon
AMZN
$2.24M

Sector Composition

1 Technology 28.66%
2 Healthcare 12.89%
3 Financials 12.15%
4 Consumer Discretionary 10.96%
5 Industrials 9.2%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
MSCI icon
176
MSCI
MSCI
$42.9B
$3.51M 0.11%
7,470
-35
-0.5% -$16.4K
PXD
177
DELISTED
Pioneer Natural Resource Co.
PXD
$3.48M 0.11%
16,777
+579
+4% +$120K
KR icon
178
Kroger
KR
$44.8B
$3.46M 0.11%
73,662
+5,738
+8% +$270K
ROK icon
179
Rockwell Automation
ROK
$38.2B
$3.42M 0.1%
10,390
+251
+2% +$82.7K
CARR icon
180
Carrier Global
CARR
$55.8B
$3.4M 0.1%
68,443
+1,527
+2% +$75.9K
KMB icon
181
Kimberly-Clark
KMB
$43.1B
$3.39M 0.1%
24,544
+3,919
+19% +$541K
PAYX icon
182
Paychex
PAYX
$48.7B
$3.37M 0.1%
30,139
+2,475
+9% +$277K
HSY icon
183
Hershey
HSY
$37.6B
$3.36M 0.1%
13,469
+525
+4% +$131K
GM icon
184
General Motors
GM
$55.5B
$3.35M 0.1%
87,005
-23,348
-21% -$900K
GWW icon
185
W.W. Grainger
GWW
$47.5B
$3.35M 0.1%
4,254
+431
+11% +$340K
UBER icon
186
Uber
UBER
$190B
$3.35M 0.1%
77,513
+1,463
+2% +$63.2K
AIG icon
187
American International
AIG
$43.9B
$3.34M 0.1%
58,119
-101,885
-64% -$5.86M
DOW icon
188
Dow Inc
DOW
$17.4B
$3.33M 0.1%
62,438
+4,928
+9% +$262K
FI icon
189
Fiserv
FI
$73.4B
$3.3M 0.1%
26,131
+3,631
+16% +$458K
AME icon
190
Ametek
AME
$43.3B
$3.28M 0.1%
20,255
+1,161
+6% +$188K
SCHX icon
191
Schwab US Large- Cap ETF
SCHX
$59.2B
$3.27M 0.1%
187,560
– –
CPRT icon
192
Copart
CPRT
$47B
$3.27M 0.1%
71,646
+2,660
+4% +$121K
CAH icon
193
Cardinal Health
CAH
$35.7B
$3.25M 0.1%
34,412
+5,078
+17% +$480K
F icon
194
Ford
F
$46.7B
$3.25M 0.1%
214,897
+34,204
+19% +$518K
DVN icon
195
Devon Energy
DVN
$22.1B
$3.24M 0.1%
67,064
+2,302
+4% +$111K
BIIB icon
196
Biogen
BIIB
$20.6B
$3.23M 0.1%
11,350
+1,236
+12% +$352K
ALGN icon
197
Align Technology
ALGN
$10.1B
$3.22M 0.1%
9,102
+130
+1% +$46K
EOG icon
198
EOG Resources
EOG
$64.4B
$3.22M 0.1%
28,121
+3,432
+14% +$393K
CCI icon
199
Crown Castle
CCI
$41.9B
$3.19M 0.1%
27,998
+3,478
+14% +$396K
TM icon
200
Toyota
TM
$260B
$3.18M 0.1%
19,767
+6,287
+47% +$1.01M
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