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
BLNK icon
2001
Blink Charging
BLNK
$182M
– –
-19,516
CABO icon
2002
Cable One
CABO
$740M
– –
-793
CCOI icon
2003
Cogent Communications
CCOI
$1.16B
– –
-3,924
CDT icon
2004
CDT Equity Inc
CDT
$3.39M
– –
-253
CGTX icon
2005
Cognition Therapeutics
CGTX
$146M
– –
-56,002
CLNE icon
2006
Clean Energy Fuels
CLNE
$524M
– –
-10,054
CLRB icon
2007
Cellectar Biosciences
CLRB
$10.8M
– –
-586
CMTG icon
2008
Claros Mortgage Trust
CMTG
$457M
– –
-10,757
COLM icon
2009
Columbia Sportswear
COLM
$2.83B
– –
-7,505
CVCO icon
2010
Cavco Industries
CVCO
$4.5B
– –
-459
CVGI icon
2011
Commercial Vehicle Group
CVGI
$49.6M
– –
-16,200
CXM icon
2012
Sprinklr
CXM
$1.81B
– –
-10,639
DBRG icon
2013
DigitalBridge
DBRG
$1.93B
– –
-14,149
DEC
2014
Diversified Energy
DEC
$1.06B
– –
-14,814
DFS
2015
DELISTED
Discover Financial Services
DFS
– –
-37,928
DRCT icon
2016
Direct Digital Holdings
DRCT
$5.59M
– –
-22,097
EB icon
2017
Eventbrite
EB
$254M
– –
-17,959
EGBN icon
2018
Eagle Bancorp
EGBN
$503M
– –
-15,681
ELEV
2019
DELISTED
Elevation Oncology
ELEV
– –
-13,783
ERNA icon
2020
Eterna Therapeutics
ERNA
$13.4M
– –
-4,508
FGEN icon
2021
FibroGen
FGEN
$44.6M
– –
-1,781
FNDX icon
2022
Schwab Fundamental US Large Company Index ETF
FNDX
$20.9B
– –
-10,128
FRGE icon
2023
Forge Global Holdings
FRGE
$598M
– –
-895
GDRX icon
2024
GoodRx Holdings
GDRX
$1.06B
– –
-10,533
CBIO
2025
Crescent Biopharma
CBIO
$220M
– –
-169
79 80
81
82 83