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
$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
COOP
2001
DELISTED
Mr. Cooper
COOP
– –
-9,949
CWT icon
2002
California Water Service
CWT
$2.54B
– –
-5,752
DTIL icon
2003
Precision BioSciences
DTIL
$188M
– –
-13,127
DV icon
2004
DoubleVerify
DV
$1.78B
– –
-13,561
EEFT icon
2005
Euronet Worldwide
EEFT
$2.81B
– –
-2,621
ELP
2006
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
– –
-22,768
ENR icon
2007
Energizer
ENR
$1.35B
– –
-8,185
EPM icon
2008
Evolution Petroleum
EPM
$169M
– –
-25,495
FIVN icon
2009
FIVE9
FIVN
$1.7B
– –
-9,499
FMC icon
2010
FMC
FMC
$1.85B
– –
-8,557
FORR icon
2011
Forrester Research
FORR
$122M
– –
-11,748
GLPG icon
2012
Galapagos
GLPG
$1.85B
– –
-6,106
HBI
2013
DELISTED
Hanesbrands
HBI
– –
-25,235
HLMN icon
2014
Hillman Solutions
HLMN
$1.54B
– –
-10,436
HLX icon
2015
Helix Energy Solutions
HLX
$1.52B
– –
-11,284
HPP
2016
Hudson Pacific Properties
HPP
$505M
– –
-4,862
INFA
2017
DELISTED
Informatica
INFA
– –
-14,419
IPG
2018
DELISTED
Interpublic Group of Companies
IPG
– –
-33,684
IWF icon
2019
iShares Russell 1000 Growth ETF
IWF
$31.4B
– –
-767
IYE icon
2020
iShares US Energy ETF
IYE
$1.78B
– –
-5,071
IYW icon
2021
iShares US Technology ETF
IYW
$21.7B
– –
-10,722
JBLU icon
2022
JetBlue
JBLU
$1.81B
– –
-10,098
K
2023
DELISTED
Kellanova
K
– –
-57,650
KRNY icon
2024
Kearny Financial
KRNY
$511M
– –
-16,526
LAZR
2025
DELISTED
Luminar Technologies
LAZR
– –
-20,728
79 80
81
82 83