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
1026
– –
-5,467
1027
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-219
1028
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-1,484
1029
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-4,061
1030
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-11,403
1031
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-3,750
1032
– –
-2,275
1033
– –
-1,184
1034
– –
-2,510
1035
– –
-5,949
1036
– –
-3,894
1037
– –
-4,333
1038
– –
-2,973
1039
– –
-4,176
1040
– –
-4,219
1041
– –
-15,008
1042
– –
-5,823
1043
– –
-1,941
1044
– –
-5,178
1045
– –
-244
1046
– –
-6,380
1047
– –
-11,276
1048
– –
-1,434
1049
– –
-723
1050
– –
-2,596
40 41
42
43 44