VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $10.3B
1-Year Est. Return 32.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.08%
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
1001
– –
-3,280
1002
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-4,305
1003
– –
-3,803
1004
– –
-2,440
1005
– –
-1,759
1006
– –
-501
1007
– –
-6,226
1008
– –
-3,464
1009
– –
-2,241
1010
– –
-1,301
1011
– –
-6,012
1012
– –
-241
1013
– –
-8,083
1014
– –
-3,345
1015
– –
-2,555
1016
– –
-3,691
1017
– –
-5,949
1018
– –
-1,803
1019
– –
-2,565
1020
– –
-6,209
1021
– –
-2,977
1022
– –
-11,205
1023
– –
-4,512
1024
– –
-2,668
1025
– –
-2,052
39 40
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