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
876
$211K 0.02%
+1,851
877
$211K 0.02%
+1,301
878
$210K 0.02%
41,215
-26,539
879
$210K 0.02%
+941
880
$210K 0.02%
+4,976
881
$209K 0.02%
13,821
-4,855
882
$209K 0.02%
+2,596
883
$207K 0.02%
2,591
-2,582
884
$207K 0.02%
836
-2,248
885
$207K 0.02%
+1,156
886
$207K 0.02%
3,051
-1,669
887
$206K 0.02%
3,450
-364
888
$206K 0.02%
+3,540
889
$206K 0.02%
+2,441
890
$205K 0.02%
+4,183
891
$204K 0.02%
1,759
-971
892
$204K 0.02%
+2,125
893
$204K 0.02%
+6,229
894
$203K 0.02%
+2,625
895
$202K 0.02%
3,280
-2,710
896
$201K 0.02%
+241
897
– –
-15,824
898
– –
-19,107
899
– –
-1,861
900
– –
-20,291
34 35
36
37 38