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
$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
126
$1.72M 0.15%
29,491
+2,821
127
$1.71M 0.15%
6,000
+645
128
$1.71M 0.15%
1,016
+131
129
$1.71M 0.15%
23,418
+3,065
130
$1.71M 0.15%
29,080
+18,310
131
$1.69M 0.15%
26,322
+5,174
132
$1.67M 0.15%
8,711
+834
133
$1.65M 0.15%
44,934
+4,282
134
$1.64M 0.15%
10,438
+511
135
$1.64M 0.15%
14,081
+1,603
136
$1.63M 0.15%
54,901
+3,790
137
$1.63M 0.15%
26,355
+3,310
138
$1.61M 0.14%
37,041
+4,697
139
$1.6M 0.14%
10,733
+1,504
140
$1.52M 0.14%
5,954
+575
141
$1.51M 0.14%
10,034
+374
142
$1.51M 0.14%
15,991
+1
143
$1.5M 0.14%
8,686
-36
144
$1.49M 0.13%
12,833
+2,598
145
$1.49M 0.13%
7,039
+1,117
146
$1.48M 0.13%
9,511
-122
147
$1.47M 0.13%
23,795
-429
148
$1.47M 0.13%
24,697
+9,092
149
$1.46M 0.13%
32,088
+13,242
150
$1.46M 0.13%
3,729
+298
4 5
6
7 8