VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $9.76B
1-Year Est. Return 32.27%
This Quarter Est. Return
1 Year Est. Return
+32.27%
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
+$29.8M
2
+$15.4M
3
+$14.3M
4
MSFT icon
Microsoft
MSFT
+$13.6M
5
AMZN icon
Amazon
AMZN
+$9.62M

Top Sells

1
+$4.87M
2
+$4.85M
3
+$4.58M
4
PARA
Paramount Global Class B
PARA
+$3.78M
5
ACN icon
Accenture
ACN
+$2.68M

Sector Composition

1 Technology 33.85%
2 Financials 13.96%
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
USEG icon
1976
US Energy Corp
USEG
$35.7M
$12.7K ﹤0.01%
+10,728
LUCD icon
1977
Lucid Diagnostics
LUCD
$132M
$11.7K ﹤0.01%
+11,536
APLT icon
1978
Applied Therapeutics
APLT
$30.9M
$9.83K ﹤0.01%
16,244
+4,623
AIRE icon
1979
reAlpha
AIRE
$65.9M
$9.1K ﹤0.01%
+11,869
RVPH icon
1980
Reviva Pharmaceuticals
RVPH
$69.8M
$8.81K ﹤0.01%
23,916
-3,281
OPTT icon
1981
Ocean Power Technologies
OPTT
$75.7M
$8.79K ﹤0.01%
17,444
ORIS
1982
Oriental Rise Holdings
ORIS
$4.58M
$6.58K ﹤0.01%
35,122
+22,212
BNKK
1983
Bonk Inc
BNKK
$31.4M
$4.21K ﹤0.01%
+15,728
FEMY icon
1984
Femasys
FEMY
$50.3M
$3.54K ﹤0.01%
10,038
-1,580
PTLE
1985
PTL Ltd
PTLE
$5.86M
$2.42K ﹤0.01%
12,240
-9,578
MLGO
1986
MicroAlgo
MLGO
$69.6M
– –
-409
MRSN icon
1987
Mersana Therapeutics
MRSN
$139M
– –
-1,468
NOTE icon
1988
FiscalNote
NOTE
$30.5M
– –
-2,039
NOVA
1989
DELISTED
Sunnova Energy
NOVA
– –
-59,675
PARAA
1990
DELISTED
Paramount Global Class A
PARAA
– –
-9,275
PARA
1991
DELISTED
Paramount Global Class B
PARA
– –
-292,730
PDSB icon
1992
PDS Biotechnology
PDSB
$42.6M
– –
-13,979
PEPG icon
1993
PepGen
PEPG
$366M
– –
-15,939
PPBI
1994
DELISTED
Pacific Premier Bancorp
PPBI
– –
-21,128
PRFX icon
1995
PainReform
PRFX
$3.78M
– –
-13,736
PRGS icon
1996
Progress Software
PRGS
$1.83B
– –
-4,548
SKX
1997
DELISTED
Skechers
SKX
– –
-13,709
SVC
1998
Service Properties Trust
SVC
$303M
– –
-11,147
TPIC
1999
DELISTED
TPI Composites
TPIC
– –
-21,635
WOR icon
2000
Worthington Enterprises
WOR
$2.74B
– –
-3,550
78 79
80
81 82