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
801
$271K 0.02%
954
+118
802
$270K 0.02%
2,523
-784
803
$270K 0.02%
808
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804
$270K 0.02%
2,512
+7
805
$269K 0.02%
+9,333
806
$269K 0.02%
+3,121
807
$269K 0.02%
1,192
-403
808
$268K 0.02%
3,374
-1,337
809
$268K 0.02%
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810
$268K 0.02%
3,090
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811
$268K 0.02%
4,616
-1,342
812
$267K 0.02%
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813
$267K 0.02%
3,424
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814
$267K 0.02%
5,703
+824
815
$266K 0.02%
1,866
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816
$266K 0.02%
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817
$266K 0.02%
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818
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819
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820
$265K 0.02%
4,072
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821
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822
$265K 0.02%
1,001
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823
$265K 0.02%
9,337
+969
824
$264K 0.02%
+10,362
825
$264K 0.02%
+8,896
31 32
33
34 35