VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $8.86B
1-Year Return 26.43%
This Quarter Return
+13.37%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$4.66B
AUM Growth
+$762M
Cap. Flow
+$375M
Cap. Flow %
8.05%
Top 10 Hldgs %
27.78%
Holding
1,683
New
124
Increased
999
Reduced
488
Closed
53

Top Buys

1
MSFT icon
Microsoft
MSFT
$25.8M
2
NVDA icon
NVIDIA
NVDA
$16.9M
3
AMZN icon
Amazon
AMZN
$15.8M
4
AAPL icon
Apple
AAPL
$12.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
$10.5M

Top Sells

1
SCHB icon
Schwab US Broad Market ETF
SCHB
$2.36M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$1.69M
3
SCHF icon
Schwab International Equity ETF
SCHF
$1.63M
4
BLDR icon
Builders FirstSource
BLDR
$1.51M
5
SPLK
Splunk Inc
SPLK
$1.46M

Sector Composition

1 Technology 29.78%
2 Financials 12.98%
3 Healthcare 11.83%
4 Consumer Discretionary 10.68%
5 Industrials 8.87%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
ROST icon
201
Ross Stores
ROST
$49.4B
$4.2M 0.09%
28,616
+3,914
+16% +$574K
USB icon
202
US Bancorp
USB
$75.9B
$4.2M 0.09%
93,902
+19,839
+27% +$887K
PAYX icon
203
Paychex
PAYX
$48.7B
$4.19M 0.09%
34,083
+686
+2% +$84.2K
AZN icon
204
AstraZeneca
AZN
$253B
$4.17M 0.09%
61,574
+8,219
+15% +$557K
UBS icon
205
UBS Group
UBS
$128B
$4.16M 0.09%
135,472
+16,419
+14% +$504K
SPG icon
206
Simon Property Group
SPG
$59.5B
$4.16M 0.09%
26,562
+1,625
+7% +$254K
RSG icon
207
Republic Services
RSG
$71.7B
$4.13M 0.09%
21,582
+2,800
+15% +$536K
ABNB icon
208
Airbnb
ABNB
$75.8B
$4.09M 0.09%
24,780
+4,337
+21% +$715K
KR icon
209
Kroger
KR
$44.8B
$4.08M 0.09%
71,483
+10,231
+17% +$584K
KVUE icon
210
Kenvue
KVUE
$35.7B
$3.99M 0.09%
185,864
-17,809
-9% -$382K
LEN icon
211
Lennar Class A
LEN
$36.7B
$3.96M 0.09%
23,809
+2,394
+11% +$399K
SCHX icon
212
Schwab US Large- Cap ETF
SCHX
$59.2B
$3.94M 0.08%
190,386
-405
-0.2% -$8.38K
TTE icon
213
TotalEnergies
TTE
$133B
$3.93M 0.08%
57,151
+5,582
+11% +$384K
EBAY icon
214
eBay
EBAY
$42.3B
$3.93M 0.08%
74,449
+5,979
+9% +$316K
D icon
215
Dominion Energy
D
$49.7B
$3.89M 0.08%
79,116
+5,722
+8% +$281K
WDAY icon
216
Workday
WDAY
$61.7B
$3.87M 0.08%
14,181
+276
+2% +$75.3K
WSM icon
217
Williams-Sonoma
WSM
$24.7B
$3.87M 0.08%
24,354
-1,058
-4% -$168K
HLT icon
218
Hilton Worldwide
HLT
$64B
$3.86M 0.08%
18,076
+2,994
+20% +$639K
BHP icon
219
BHP
BHP
$138B
$3.82M 0.08%
66,144
+8,722
+15% +$503K
SPY icon
220
SPDR S&P 500 ETF Trust
SPY
$660B
$3.82M 0.08%
7,295
+493
+7% +$258K
EPD icon
221
Enterprise Products Partners
EPD
$68.6B
$3.81M 0.08%
+130,497
New +$3.81M
YUM icon
222
Yum! Brands
YUM
$40.1B
$3.78M 0.08%
27,257
+4,868
+22% +$675K
NSC icon
223
Norfolk Southern
NSC
$62.3B
$3.75M 0.08%
14,715
+1,295
+10% +$330K
MMM icon
224
3M
MMM
$82.7B
$3.72M 0.08%
41,994
+6,650
+19% +$590K
A icon
225
Agilent Technologies
A
$36.5B
$3.72M 0.08%
25,593
+1,169
+5% +$170K
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9
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