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
1726
– –
-1,721
1727
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-1,325
1728
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-9,291
1729
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-1,451
1730
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-8,944
1731
– –
-13,231
1732
– –
-2,933
1733
– –
-2,968
1734
– –
-15,336
1735
– –
-2,405
1736
– –
-5,288
1737
– –
-1,682
1738
– –
-10,728
1739
– –
-1,911
1740
– –
-11,208
1741
– –
-10,375
1742
– –
-5,885
1743
– –
-10,915
1744
– –
-2,081
1745
– –
-3,557
1746
– –
-13,658
1747
– –
-5,654
1748
– –
-8,199
1749
– –
-30
1750
– –
-20,851
68 69
70
71 72