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
551
$466K 0.04%
1,711
-200
552
$464K 0.04%
3,604
+72
553
$463K 0.04%
2,451
+222
554
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+2,943
555
$463K 0.04%
16,027
+2,370
556
$462K 0.04%
2,753
+101
557
$462K 0.04%
65,916
+6,650
558
$461K 0.04%
3,485
-381
559
$459K 0.04%
2,757
-1,479
560
$459K 0.04%
7,098
-2,133
561
$457K 0.04%
11,172
-13,141
562
$457K 0.04%
+2,290
563
$456K 0.04%
3,226
+555
564
$456K 0.04%
5,641
+1,280
565
$456K 0.04%
2,167
-277
566
$455K 0.04%
22,172
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567
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568
$454K 0.04%
6,155
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569
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+13,544
570
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1,269
-44
571
$453K 0.04%
607
-45
572
$451K 0.04%
5,470
-4,425
573
$450K 0.04%
2,720
+666
574
$450K 0.04%
3,018
-516
575
$450K 0.04%
2,680
+422
21 22
23
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