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
$955M
AUM Growth
+$295M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,008
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$6.56M
3
+$5.65M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.67M
5
META icon
Meta Platforms (Facebook)
META
+$3.57M

Top Sells

1
+$3.51M
2
+$2.42M
3
+$1.9M
4
CHT icon
Chunghwa Telecom
CHT
+$1.82M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.82M

Sector Composition

1 Technology 24.59%
2 Financials 13%
3 Healthcare 12.15%
4 Consumer Discretionary 10.56%
5 Communication Services 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$300K 0.03%
4,444
-596
727
$299K 0.03%
4,150
+747
728
$298K 0.03%
2,589
729
$298K 0.03%
+9,011
730
$298K 0.03%
+447
731
$297K 0.03%
30,762
-28,297
732
$297K 0.03%
+7,106
733
$296K 0.03%
17,152
+5,230
734
$296K 0.03%
103,711
-49,221
735
$295K 0.03%
+11,276
736
$295K 0.03%
+2,407
737
$294K 0.03%
+1,340
738
$294K 0.03%
8,034
+28
739
$294K 0.03%
+6,745
740
$294K 0.03%
2,505
-89
741
$292K 0.03%
17,235
-4,995
742
$291K 0.03%
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743
$290K 0.03%
2,836
+676
744
$290K 0.03%
5,098
-464
745
$290K 0.03%
3,852
+433
746
$290K 0.03%
723
+60
747
$289K 0.03%
+4,969
748
$289K 0.03%
1,104
+73
749
$288K 0.03%
+4,554
750
$288K 0.03%
+1,129
28 29
30
31 32