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
$9.76B
AUM Growth
+$903M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,066
New
Increased
Reduced
Closed

Top Buys

1 +$26.4M
2 +$14.4M
3 +$13.4M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12.3M
5
AMZN icon
Amazon
AMZN
+$9.91M

Top Sells

1 +$4.87M
2 +$4.85M
3 +$4.65M
4
PARA
Paramount Global Class B
PARA
+$3.78M
5
ACN icon
Accenture
ACN
+$2.83M

Sector Composition

1 Technology 33.82%
2 Financials 13.98%
3 Consumer Discretionary 10.32%
4 Communication Services 9.77%
5 Healthcare 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KOPN icon
1901
Kopin
KOPN
$404M
$50.4K ﹤0.01%
20,755
JBLU icon
1902
JetBlue
JBLU
$2.21B
$49.7K ﹤0.01%
10,098
-2,456
OCGN icon
1903
Ocugen
OCGN
$524M
$48.7K ﹤0.01%
29,871
SPCE icon
1904
Virgin Galactic
SPCE
$180M
$48.5K ﹤0.01%
+12,568
PRQR icon
1905
ProQR Therapeutics
PRQR
$152M
$47.5K ﹤0.01%
22,314
FSP
1906
Franklin Street Properties
FSP
$79.2M
$46.3K ﹤0.01%
28,948
+714
RR icon
1907
Richtech Robotics
RR
$584M
$45.9K ﹤0.01%
10,703
-2,275
EDHL
1908
Everbright Digital
EDHL
$4.73M
$45.8K ﹤0.01%
+4,212
FOSL icon
1909
Fossil Group
FOSL
$263M
$45.8K ﹤0.01%
17,813
-544
KOS icon
1910
Kosmos Energy
KOS
$1.03B
$44.8K ﹤0.01%
27,017
-72
PACB icon
1911
Pacific Biosciences
PACB
$486M
$44.2K ﹤0.01%
34,555
-2,191
GOSS icon
1912
Gossamer Bio
GOSS
$493M
$44K ﹤0.01%
16,719
+231
IVVD icon
1913
Invivyd
IVVD
$437M
$43.6K ﹤0.01%
39,616
-325
EWCZ icon
1914
European Wax Center
EWCZ
$252M
$43.4K ﹤0.01%
10,883
+198
IHRT icon
1915
iHeartMedia
IHRT
$542M
$43.4K ﹤0.01%
15,121
+880
LAR
1916
Lithium Argentina AG
LAR
$1.14B
$43.3K ﹤0.01%
12,968
-870
AMTX icon
1917
Aemetis
AMTX
$97.3M
$43.1K ﹤0.01%
19,135
-476
EU
1918
enCore Energy
EU
$491M
$42.7K ﹤0.01%
13,300
+976
LU icon
1919
Lufax Holding
LU
$2.44B
$42.6K ﹤0.01%
10,486
+470
GERN icon
1920
Geron
GERN
$1.2B
$42.4K ﹤0.01%
30,931
-3,307
HNST icon
1921
The Honest Company
HNST
$254M
$42.3K ﹤0.01%
11,494
-323
KLXE icon
1922
KLX Energy Services
KLXE
$47.4M
$41.2K ﹤0.01%
21,452
-15,216
ANNX icon
1923
Annexon
ANNX
$730M
$40.4K ﹤0.01%
13,244
+960
BMGL
1924
Basel Medical
BMGL
$12M
$40.2K ﹤0.01%
+22,107
CTKB icon
1925
Cytek Biosciences
CTKB
$566M
$40.1K ﹤0.01%
11,558
-837