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
$5.25B
AUM Growth
+$593M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,778
New
Increased
Reduced
Closed

Top Buys

1
+$32.1M
2
+$28.9M
3
+$25.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$19.2M
5
AMZN icon
Amazon
AMZN
+$16.7M

Top Sells

1
+$6.11M
2
+$1.76M
3
+$1.4M
4
GE icon
GE Aerospace
GE
+$1.21M
5
ERF
Enerplus Corporation
ERF
+$860K

Sector Composition

1 Technology 32.23%
2 Financials 12.52%
3 Healthcare 11.33%
4 Consumer Discretionary 10.09%
5 Communication Services 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
– –
-6,574
1702
– –
-2,061
1703
– –
-1,398
1704
– –
-1,095
1705
– –
-5,075
1706
– –
-536
1707
– –
-10,465
1708
– –
-7,630
1709
– –
-10,749
1710
– –
-3,712
1711
– –
-3,955
1712
– –
-9,239
1713
– –
-3,602
1714
– –
-5,964
1715
– –
-10,869
1716
– –
-1,762
1717
– –
-2,599
1718
– –
-1,200
1719
– –
-1,002
1720
– –
-3,801
1721
– –
-11,300
1722
– –
-10,248
1723
– –
-29,698
1724
– –
-14,232
1725
– –
-4,719
67 68
69
70 71