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
$8.86B
AUM Growth
+$2.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,054
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$85.4M
3
+$44.7M
4
AMZN icon
Amazon
AMZN
+$43.7M
5
AVGO icon
Broadcom
AVGO
+$41M

Top Sells

1
+$6.47M
2
+$3.04M
3
+$1.57M
4
IYW icon
iShares US Technology ETF
IYW
+$1.26M
5
X
US Steel
X
+$1.1M

Sector Composition

1 Technology 32.78%
2 Financials 14.41%
3 Consumer Discretionary 10.16%
4 Healthcare 9.26%
5 Communication Services 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FRGE icon
1976
Forge Global Holdings
FRGE
$617M
– –
-895
GDRX icon
1977
GoodRx Holdings
GDRX
$913M
– –
-10,533
CBIO
1978
Crescent Biopharma
CBIO
$195M
– –
-169
GMRE
1979
Global Medical REIT
GMRE
$454M
– –
-2,067
GPMT
1980
Granite Point Mortgage Trust
GPMT
$114M
– –
-14,123
HCWB icon
1981
HCW Biologics
HCWB
$3.05M
– –
-407
HEES
1982
DELISTED
H&E Equipment Services
HEES
– –
-6,730
HOUS icon
1983
Anywhere Real Estate
HOUS
$1.59B
– –
-11,456
HSTM icon
1984
HealthStream
HSTM
$690M
– –
-9,885
IAC icon
1985
IAC Inc
IAC
$3.07B
– –
-10,814
BRSL
1986
Brightstar Lottery PLC
BRSL
$2.91B
– –
-15,604
IMA
1987
ImageneBio Inc
IMA
$79.5M
– –
-1,413
INO icon
1988
Inovio Pharmaceuticals
INO
$121M
– –
-24,207
JRVR icon
1989
James River Group Holdings
JRVR
$294M
– –
-12,424
KLG
1990
DELISTED
WK Kellogg Co
KLG
– –
-10,112
KW icon
1991
Kennedy-Wilson Holdings
KW
$1.35B
– –
-24,323
LXP icon
1992
LXP Industrial Trust
LXP
$2.98B
– –
-3,417
LYEL icon
1993
Lyell Immunopharma
LYEL
$671M
– –
-1,644
MAN icon
1994
ManpowerGroup
MAN
$1.4B
– –
-5,937
MCRB icon
1995
Seres Therapeutics
MCRB
$131M
– –
-2,536
MEOH icon
1996
Methanex
MEOH
$3.12B
– –
-7,860
RJET
1997
Republic Airways Holdings
RJET
$868M
– –
-1,227
MYPS icon
1998
PLAYSTUDIOS Inc
MYPS
$82.6M
– –
-13,603
NFE icon
1999
New Fortress Energy
NFE
$313M
– –
-13,559
NKTR icon
2000
Nektar Therapeutics
NKTR
$852M
– –
-2,458
78 79
80
81 82