VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $10.2B
1-Year Est. Return 34.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.65%
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
+$91M
2
+$68M
3
+$44M
4
AMZN icon
Amazon
AMZN
+$39.4M
5
AVGO icon
Broadcom
AVGO
+$32.2M

Top Sells

1
+$6.47M
2
+$2.83M
3
+$1.54M
4
X
US Steel
X
+$1.1M
5
IYW icon
iShares US Technology ETF
IYW
+$1.1M

Sector Composition

1 Technology 32.75%
2 Financials 14.43%
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
2001
– –
-13,603
2002
– –
-13,559
2003
– –
-2,458
2004
– –
-4,362
2005
– –
-5,450
2006
– –
-11,143
2007
– –
-23,279
2008
– –
-59,619
2009
– –
-1,564
2010
– –
-5,672
2011
– –
-11,151
2012
– –
-10,437
2013
– –
-10,050
2014
– –
-16,680
2015
– –
-10,616
2016
– –
-3,242
2017
– –
-1,355
2018
– –
-12,987
2019
– –
-3,661
2020
– –
-314
2021
– –
-13,149
2022
– –
-2,852
2023
– –
-2,269
2024
– –
-3,469
2025
– –
-11,583
79 80
81
82 83