VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $9.76B
1-Year Est. Return 32.27%
This Quarter Est. Return
1 Year Est. Return
+32.27%
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
+$12.9M
2
+$7.86M
3
+$7.62M
4
TSLA icon
Tesla
TSLA
+$5.18M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.03M

Top Sells

1
+$1.03M
2
+$979K
3
+$882K
4
FANG icon
Diamondback Energy
FANG
+$774K
5
FIVN icon
FIVE9
FIVN
+$613K

Sector Composition

1 Technology 24.55%
2 Financials 13.12%
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
– –
-7,118
1002
– –
-2,724
1003
– –
-3,831
1004
– –
-219
1005
– –
-1,484
1006
– –
-4,061
1007
– –
-4,637
1008
– –
-11,403
1009
– –
-3,750
1010
– –
-10,862
1011
– –
-2,275
1012
– –
-1,184
1013
– –
-2,510
1014
– –
-1,434
1015
– –
-723
1016
– –
-2,596
1017
– –
-4,417
1018
– –
-2,835
1019
– –
-8,865
1020
– –
-2,441
1021
– –
-1,732
1022
– –
-1,101
1023
– –
-447
1024
– –
-17,613
1025
– –
-2,595
39 40
41
42 43