VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $8.86B
1-Year Est. Return 26.43%
This Quarter Est. Return
1 Year Est. Return
+26.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.78B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,935
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$13M
3
+$11.5M
4
JNJ icon
Johnson & Johnson
JNJ
+$11.5M
5
META icon
Meta Platforms (Facebook)
META
+$8.49M

Top Sells

1
+$1.66M
2
+$1.57M
3
+$1.25M
4
ALTM
Arcadium Lithium plc
ALTM
+$1.08M
5
LMT icon
Lockheed Martin
LMT
+$889K

Sector Composition

1 Technology 29.44%
2 Financials 14.94%
3 Healthcare 10.99%
4 Consumer Discretionary 10.14%
5 Communication Services 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$3.66T
$425M 6.26%
1,911,310
+122,734
MSFT icon
2
Microsoft
MSFT
$3.8T
$332M 4.9%
885,062
+9,183
NVDA icon
3
NVIDIA
NVDA
$4.39T
$318M 4.69%
2,937,727
+120,380
AMZN icon
4
Amazon
AMZN
$2.29T
$211M 3.11%
1,108,048
+60,529
META icon
5
Meta Platforms (Facebook)
META
$1.79T
$152M 2.24%
263,641
+14,734
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$3.04T
$137M 2.02%
887,736
+28,493
AVGO icon
7
Broadcom
AVGO
$1.66T
$103M 1.52%
616,098
+31,502
BRK.B icon
8
Berkshire Hathaway Class B
BRK.B
$1.06T
$98.7M 1.46%
185,291
+15,238
JPM icon
9
JPMorgan Chase
JPM
$827B
$89.6M 1.32%
365,278
+17,819
LLY icon
10
Eli Lilly
LLY
$734B
$89.5M 1.32%
108,346
+9,579
V icon
11
Visa
V
$654B
$77.3M 1.14%
220,657
+22,485
TSLA icon
12
Tesla
TSLA
$1.42T
$75.3M 1.11%
290,502
+960
GOOG icon
13
Alphabet (Google) Class C
GOOG
$3.05T
$68.1M 1%
436,056
+13,243
MA icon
14
Mastercard
MA
$498B
$60M 0.88%
109,454
+8,804
COST icon
15
Costco
COST
$411B
$57.7M 0.85%
60,971
+3,637
NFLX icon
16
Netflix
NFLX
$503B
$54M 0.8%
57,902
+3,064
XOM icon
17
Exxon Mobil
XOM
$474B
$53.2M 0.78%
447,408
+43,791
UNH icon
18
UnitedHealth
UNH
$323B
$51.8M 0.76%
98,853
+243
WMT icon
19
Walmart
WMT
$850B
$51.1M 0.75%
581,570
+26,797
ABBV icon
20
AbbVie
ABBV
$400B
$49.5M 0.73%
236,059
+32,343
PG icon
21
Procter & Gamble
PG
$349B
$48.8M 0.72%
286,103
+11,481
HD icon
22
Home Depot
HD
$383B
$44.1M 0.65%
120,403
+5,209
JNJ icon
23
Johnson & Johnson
JNJ
$462B
$39.2M 0.58%
236,151
+69,074
CSCO icon
24
Cisco
CSCO
$273B
$32.8M 0.48%
531,393
+48,602
CVX icon
25
Chevron
CVX
$305B
$32.2M 0.47%
192,506
+30,258
1
2 3 4 5