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
$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 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
– –
-14,190
1502
– –
-15,002
1503
– –
-11,919
1504
– –
-30,133
1505
– –
-3
1506
– –
-708
1507
– –
-13,086
1508
– –
-10,056
1509
– –
-17,239
1510
– –
-15,516
1511
– –
-51,338
1512
– –
-41,575
1513
– –
-12,439
1514
– –
-24,366
1515
– –
-4,222
1516
– –
-4,092
1517
– –
-2,263
1518
– –
-127,156
1519
– –
-923
1520
– –
-3,678
1521
– –
-66,032
1522
– –
-4,945
1523
– –
-33,942
1524
– –
-22,261
1525
– –
-733
58 59 60
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