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
$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 10.32%
4 Communication Services 9.77%
5 Healthcare 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GMS
2026
DELISTED
GMS Inc
GMS
– –
-3,091
HES
2027
DELISTED
Hess
HES
– –
-35,182
IDT icon
2028
IDT Corp
IDT
$1.25B
– –
-3,794
IGMS
2029
DELISTED
IGM Biosciences
IGMS
– –
-14,919
INSP icon
2030
Inspire Medical Systems
INSP
$1.56B
– –
-2,360
INZY
2031
DELISTED
Inozyme Pharma
INZY
– –
-22,047
IRDM icon
2032
Iridium Communications
IRDM
$3.62B
– –
-9,158
IVAL icon
2033
Alpha Architect International Quantitative Value ETF
IVAL
$208M
– –
-16,492
IXUS icon
2034
iShares Core MSCI Total International Stock ETF
IXUS
$55.2B
– –
-2,887
JNPR
2035
DELISTED
Juniper Networks
JNPR
– –
-50,194
KITT icon
2036
Nauticus Robotics
KITT
$6.05M
– –
-2,731
KMT icon
2037
Kennametal
KMT
$2.96B
– –
-8,928
KNTK icon
2038
Kinetik
KNTK
$3.25B
– –
-4,583
LESL icon
2039
Leslie's
LESL
$12.1M
– –
-2,554
LNZA icon
2040
LanzaTech
LNZA
$274M
– –
-346
MRSN
2041
DELISTED
Mersana Therapeutics
MRSN
– –
-1,468
NOTE
2042
DELISTED
FiscalNote
NOTE
– –
-2,039
NOVA
2043
DELISTED
Sunnova Energy
NOVA
– –
-59,675
PARAA
2044
DELISTED
Paramount Global Class A
PARAA
– –
-9,275
PARA
2045
DELISTED
Paramount Global Class B
PARA
– –
-292,730
PDSB icon
2046
PDS Biotechnology
PDSB
$60.3M
– –
-13,979
RDFN
2047
DELISTED
Redfin
RDFN
– –
-23,458
SKX
2048
DELISTED
Skechers
SKX
– –
-13,709
SVC
2049
Service Properties Trust
SVC
$815M
– –
-11,147
TPIC
2050
DELISTED
TPI Composites
TPIC
– –
-21,635
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