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
$2.88B
AUM Growth
+$456M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,528
New
Increased
Reduced
Closed

Top Buys

1
+$9.63M
2
+$7.68M
3
+$6.8M
4
TSLA icon
Tesla
TSLA
+$6.7M
5
MSFT icon
Microsoft
MSFT
+$5.46M

Top Sells

1
+$6.47M
2
+$5.87M
3
+$5.34M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.95M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.57M

Sector Composition

1 Technology 26.42%
2 Healthcare 13.48%
3 Financials 12.37%
4 Consumer Discretionary 10.93%
5 Industrials 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
– –
-20,325
1502
– –
-2,954
1503
– –
-28,821
1504
– –
-762
1505
– –
-3,276
1506
– –
-12,285
1507
– –
-11,740
1508
– –
-12,166
1509
– –
-13,900
1510
– –
-5,702
1511
– –
-7,848
1512
– –
-10,350
1513
– –
-2,263
1514
– –
-21,823
1515
– –
-20,338
1516
– –
-3,565
1517
– –
-8,642
1518
– –
-10,246
1519
– –
-6,195
1520
– –
-3,528
1521
– –
-8,711
1522
– –
-340
1523
– –
-8,328
1524
– –
-21,489
1525
– –
-19,561
58 59 60
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