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
751
$312K 0.03%
4,524
-677
752
$311K 0.03%
8,812
+888
753
$311K 0.03%
9,721
+2,719
754
$310K 0.03%
+15,358
755
$310K 0.03%
3,601
-221
756
$308K 0.03%
+10,594
757
$308K 0.03%
3,593
+141
758
$306K 0.03%
+3,216
759
$306K 0.03%
+7,342
760
$305K 0.03%
7,155
-1,950
761
$304K 0.03%
5,495
+1,560
762
$303K 0.03%
4,811
-3,333
763
$303K 0.03%
7,022
+1,296
764
$302K 0.03%
12,825
+4,126
765
$302K 0.03%
5,508
-36
766
$300K 0.03%
8,210
+176
767
$298K 0.03%
2,743
+142
768
$296K 0.03%
4,008
+318
769
$296K 0.03%
11,711
-17,615
770
$296K 0.03%
+4,096
771
$294K 0.03%
50,785
+9,724
772
$294K 0.03%
7,740
-3,656
773
$294K 0.03%
66,961
+12,530
774
$294K 0.03%
1,905
+699
775
$293K 0.03%
2,589
29 30
31
32 33