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
$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 10.33%
4 Communication Services 9.77%
5 Healthcare 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-3,547
2002
– –
-1,420
2003
– –
-13,999
2004
– –
-8,398
2005
– –
-25,796
2006
– –
-10,680
2007
– –
-18,979
2008
– –
-10,294
2009
– –
-2,753
2010
– –
-4,180
2011
– –
-1,145
2012
– –
-10,452
2013
– –
-75
2014
– –
-3,091
2015
– –
-13,193
2016
– –
-4,504
2017
– –
-35,182
2018
– –
-3,794
2019
– –
-14,919
2020
– –
-2,360
2021
– –
-22,047
2022
– –
-9,158
2023
– –
-16,492
2024
– –
-2,887
2025
– –
-341
79 80
81
82 83