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
$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
USEG icon
1976
US Energy Corp
USEG
$36.5M
$12.7K ﹤0.01%
+10,728
LUCD icon
1977
Lucid Diagnostics
LUCD
$196M
$11.7K ﹤0.01%
+11,536
APLT
1978
DELISTED
Applied Therapeutics
APLT
$9.83K ﹤0.01%
16,244
+4,623
AIRE icon
1979
reAlpha
AIRE
$32.2M
$9.1K ﹤0.01%
+11,869
RVPH icon
1980
Reviva Pharmaceuticals
RVPH
$9.88M
$8.81K ﹤0.01%
23,916
-3,281
OPTT icon
1981
Ocean Power Technologies
OPTT
$82.3M
$8.79K ﹤0.01%
17,444
ORIS
1982
Oriental Rise Holdings
ORIS
$3.06M
$6.58K ﹤0.01%
1,756
+1,110
BNKK
1983
Bonk Inc
BNKK
$20.7M
$4.21K ﹤0.01%
+449
FEMY icon
1984
Femasys
FEMY
$24M
$3.54K ﹤0.01%
10,038
-1,580
PTLE
1985
PTL Ltd
PTLE
$56.1M
$2.42K ﹤0.01%
12,240
-9,578
PEPG icon
1986
PepGen
PEPG
$113M
– –
-15,939
PPBI
1987
DELISTED
Pacific Premier Bancorp
PPBI
– –
-21,128
PRFX icon
1988
PRF Technologies Ltd
PRFX
$2.24M
– –
-2,747
PRGS icon
1989
Progress Software
PRGS
$1.12B
– –
-4,548
PSQH icon
1990
PSQ Holdings
PSQH
$27.1M
– –
-10,200
QMOM icon
1991
Alpha Architect US Quantitative Momentum ETF
QMOM
$410M
– –
-5,213
RANI icon
1992
Rani Therapeutics
RANI
$73.8M
– –
-15,396
SENS icon
1993
Senseonics Holdings Inc
SENS
$279M
– –
-543
EFG icon
1994
iShares MSCI EAFE Growth ETF
EFG
$14.8B
– –
-4,180
ESGR
1995
DELISTED
Enstar Group
ESGR
– –
-1,145
FSLY icon
1996
Fastly Inc
FSLY
$3.5B
– –
-10,452
ATKR icon
1997
Atkore
ATKR
$2.29B
– –
-3,625
ATS icon
1998
ATS Corp
ATS
$2.98B
– –
-7,316
ORKT
1999
Orangekloud Technology Inc
ORKT
$5.9M
– –
-4,435
GMEX
2000
GMEX ROBOTICS CORPORATION Class A Ordinary Shares
GMEX
$870K
– –
-527
78 79
80
81 82