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
$220M
AUM Growth
+$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$2.77M
3
+$2.75M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.02M
5
META icon
Meta Platforms (Facebook)
META
+$1.11M

Top Sells

1
+$5.68M
2
+$2.57M
3
+$2.57M
4
BNS icon
Scotiabank
BNS
+$1.13M
5
ED icon
Consolidated Edison
ED
+$1.08M

Sector Composition

1 Technology 27.05%
2 Healthcare 13.96%
3 Financials 12.76%
4 Consumer Discretionary 10.34%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$258K 0.12%
2,521
-4,710
227
$257K 0.12%
+2,697
228
$257K 0.12%
3,169
-6,400
229
$257K 0.12%
+3,383
230
$256K 0.12%
+7,449
231
$255K 0.12%
1,571
-666
232
$255K 0.12%
+2,377
233
$254K 0.12%
+14,128
234
$253K 0.11%
3,170
-4,047
235
$253K 0.11%
+1,339
236
$253K 0.11%
7,027
-2,632
237
$253K 0.11%
+1,224
238
$252K 0.11%
+648
239
$251K 0.11%
+1,900
240
$251K 0.11%
+357
241
$251K 0.11%
9,740
+38
242
$250K 0.11%
2,040
-14
243
$249K 0.11%
+2,363
244
$248K 0.11%
+1,027
245
$247K 0.11%
+7,039
246
$243K 0.11%
2,497
-3,103
247
$243K 0.11%
+19,750
248
$240K 0.11%
1,413
-44
249
$240K 0.11%
+1,215
250
$239K 0.11%
3,838
8 9
10
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