VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $10.3B
1-Year Est. Return 32.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.11B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,078
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$8.11M
3
+$8M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.17M
5
TT icon
Trane Technologies
TT
+$4.88M

Top Sells

1
+$1.03M
2
+$979K
3
+$882K
4
FANG icon
Diamondback Energy
FANG
+$658K
5
FIVN icon
FIVE9
FIVN
+$613K

Sector Composition

1 Technology 24.53%
2 Financials 13.15%
3 Healthcare 12.03%
4 Consumer Discretionary 11.15%
5 Communication Services 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$561K 0.05%
10,338
-2,211
452
$561K 0.05%
9,211
+1,650
453
$559K 0.05%
9,311
+1,529
454
$559K 0.05%
71,252
+5,525
455
$559K 0.05%
3,778
-734
456
$559K 0.05%
+3,564
457
$559K 0.05%
+12,120
458
$555K 0.05%
+12,721
459
$554K 0.05%
+6,139
460
$554K 0.05%
2,111
+206
461
$552K 0.05%
+34,985
462
$550K 0.05%
7,819
+187
463
$548K 0.05%
2,870
+406
464
$547K 0.05%
4,416
-974
465
$546K 0.05%
6,993
+435
466
$546K 0.05%
+4,517
467
$546K 0.05%
3,223
+25
468
$545K 0.05%
4,099
+638
469
$544K 0.05%
5,142
+1,236
470
$542K 0.05%
6,734
-4,279
471
$541K 0.05%
3,089
+730
472
$538K 0.05%
7,515
-915
473
$537K 0.05%
25,073
+12,785
474
$537K 0.05%
4,551
-1,363
475
$535K 0.05%
3,600
+226
17 18
19
20 21