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
1026
– –
-2,052
1027
– –
-4,149
1028
– –
-3,986
1029
– –
-7,842
1030
– –
-2,625
1031
– –
-4,635
1032
– –
-5,467
1033
– –
-219
1034
– –
-1,484
1035
– –
-4,061
1036
– –
-4,637
1037
– –
-11,403
1038
– –
-3,750
1039
– –
-10,862
1040
– –
-2,275
1041
– –
-1,184
1042
– –
-2,510
1043
– –
-5,949
1044
– –
-3,894
1045
– –
-4,333
1046
– –
-2,973
1047
– –
-4,176
1048
– –
-4,219
1049
– –
-15,008
1050
– –
-5,823
40 41
42
43 44