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
$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
FMC icon
2001
FMC
FMC
$1.65B
– –
-8,557
FORR icon
2002
Forrester Research
FORR
$137M
– –
-11,748
LKFT
2003
Lakefront Biotherapeutics American Depositary Shares
LKFT
$1.8B
– –
-6,106
HBI
2004
DELISTED
Hanesbrands
HBI
– –
-25,235
HLMN icon
2005
Hillman Solutions
HLMN
$1.42B
– –
-10,436
HLX icon
2006
Helix Energy Solutions
HLX
$1.44B
– –
-11,284
HPP
2007
Hudson Pacific Properties
HPP
$685M
– –
-4,862
INFA
2008
DELISTED
Informatica
INFA
– –
-14,419
IPG
2009
DELISTED
Interpublic Group of Companies
IPG
– –
-33,684
IWF icon
2010
iShares Russell 1000 Growth ETF
IWF
$133B
– –
-3,068
IYE icon
2011
iShares US Energy ETF
IYE
$1.65B
– –
-5,071
IYW icon
2012
iShares US Technology ETF
IYW
$25.8B
– –
-10,722
JBLU icon
2013
JetBlue
JBLU
$1.93B
– –
-10,098
K
2014
DELISTED
Kellanova
K
– –
-57,650
KLXE icon
2015
KLX Energy Services
KLXE
$63.7M
– –
-21,452
KRNY icon
2016
Kearny Financial
KRNY
$516M
– –
-16,526
LAZR
2017
DELISTED
Luminar Technologies
LAZR
– –
-20,728
LEGN icon
2018
Legend Biotech
LEGN
$5.93B
– –
-7,345
LFT
2019
Lument Finance Trust
LFT
$54.5M
– –
-11,633
LNW
2020
DELISTED
Light & Wonder
LNW
– –
-7,829
LRN icon
2021
Stride
LRN
$4.15B
– –
-2,987
LUCD icon
2022
Lucid Diagnostics
LUCD
$200M
– –
-11,536
MRUS
2023
DELISTED
Merus
MRUS
– –
-2,201
MTAL
2024
DELISTED
Metals Acquisition
MTAL
– –
-47,719
MVIS icon
2025
Microvision
MVIS
$153M
– –
-11,613
79 80
81
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