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
851
$227K 0.02%
3,935
-2,913
852
$227K 0.02%
+6,868
853
$224K 0.02%
+8,699
854
$224K 0.02%
+244
855
$224K 0.02%
1,831
-1,511
856
$222K 0.02%
+871
857
$220K 0.02%
+4,625
858
$220K 0.02%
+2,241
859
$220K 0.02%
3,368
+1,520
860
$220K 0.02%
4,649
-3,239
861
$219K 0.02%
2,648
862
$218K 0.02%
4,430
-418
863
$218K 0.02%
+2,954
864
$218K 0.02%
636
+1
865
$217K 0.02%
+1,163
866
$216K 0.02%
4,061
-5,653
867
$216K 0.02%
+1,101
868
$215K 0.02%
+19,907
869
$215K 0.02%
+2,481
870
$214K 0.02%
+4,409
871
$214K 0.02%
4,417
872
$213K 0.02%
+4,333
873
$213K 0.02%
+1,032
874
$213K 0.02%
+1,206
875
$212K 0.02%
14,846
+4,485
33 34
35
36 37