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
$10.3B
AUM Growth
+$487M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,091
New
Increased
Reduced
Closed

Top Buys

1 +$19.5M
2 +$18.2M
3 +$14.3M
4
LLY icon
Eli Lilly
LLY
+$13.8M
5
JPM icon
JPMorgan Chase
JPM
+$9.55M

Top Sells

1 +$5M
2 +$4.87M
3 +$4.73M
4
DD icon
DuPont de Nemours
DD
+$3.94M
5
PG icon
Procter & Gamble
PG
+$2.89M

Sector Composition

1 Technology 33.3%
2 Financials 14.31%
3 Consumer Discretionary 10.17%
4 Communication Services 10.06%
5 Healthcare 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NRDY icon
1951
Nerdy
NRDY
$117M
$14.9K ﹤0.01%
14,296
+767
TCRX icon
1952
TScan Therapeutics
TCRX
$60.7M
$14.7K ﹤0.01%
14,677
-6,315
KOS icon
1953
Kosmos Energy
KOS
$1.21B
$14.6K ﹤0.01%
16,137
-10,880
DEFT
1954
Defi Technologies
DEFT
$261M
$14.1K ﹤0.01%
+18,720
WBUY
1955
Webuy Global Ltd
WBUY
$2.1M
$13.3K ﹤0.01%
+10,258
COCH icon
1956
Envoy Medical
COCH
$55.3M
$12.6K ﹤0.01%
+19,015
FEMY icon
1957
Femasys
FEMY
$30.2M
$12.1K ﹤0.01%
21,073
+11,035
PSQH icon
1958
PSQ Holdings
PSQH
$30.9M
$12.1K ﹤0.01%
+11,725
SGMO icon
1959
Sangamo Therapeutics
SGMO
$151M
$11.8K ﹤0.01%
28,043
-7,468
HUMA icon
1960
Humacyte
HUMA
$210M
$11.6K ﹤0.01%
12,116
-2,158
AUID icon
1961
authID Inc
AUID
$25.8M
$11.4K ﹤0.01%
+13,016
ADV icon
1962
Advantage Solutions
ADV
$200M
$11.2K ﹤0.01%
12,726
+1,867
HBIO icon
1963
Harvard Bioscience
HBIO
$25.9M
$11.1K ﹤0.01%
+16,542
TEAD
1964
Teads Holding Co
TEAD
$76.4M
$10.4K ﹤0.01%
+14,773
DCGO icon
1965
DocGo
DCGO
$67.3M
$10.1K ﹤0.01%
11,559
+883
GORO icon
1966
Gold Resource Corp
GORO
$233M
$10.1K ﹤0.01%
+12,162
FSP
1967
Franklin Street Properties
FSP
$76.3M
$9.99K ﹤0.01%
10,563
-18,385
BYND icon
1968
Beyond Meat
BYND
$357M
$9.6K ﹤0.01%
11,711
-2,802
MAPS icon
1969
WM Technology
MAPS
$72.8M
$9.4K ﹤0.01%
+11,398
VSEE
1970
VSee Health
VSEE
$12M
$8.39K ﹤0.01%
+22,420
WGRX
1971
Wellgistics Health
WGRX
$23M
$7.26K ﹤0.01%
+18,173
AIRE icon
1972
reAlpha
AIRE
$38.6M
$6.32K ﹤0.01%
15,150
+3,281
RVPH icon
1973
Reviva Pharmaceuticals
RVPH
$25.5M
$5.33K ﹤0.01%
19,112
-4,804
OPTT icon
1974
Ocean Power Technologies
OPTT
$78.2M
$5.23K ﹤0.01%
17,444
MSS icon
1975
Maison Solutions
MSS
$5.63M
$5.17K ﹤0.01%
+16,289