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
251
$239K 0.11%
+6,055
252
$238K 0.11%
3,614
-3,419
253
$237K 0.11%
+27,767
254
$237K 0.11%
+2,582
255
$236K 0.11%
+21,245
256
$236K 0.11%
+3,777
257
$234K 0.11%
+5,254
258
$233K 0.11%
+3,821
259
$231K 0.1%
+2,611
260
$229K 0.1%
+6,758
261
$229K 0.1%
51,507
+24,159
262
$228K 0.1%
2,350
-1,485
263
$228K 0.1%
854
-345
264
$226K 0.1%
+6,667
265
$225K 0.1%
+1,005
266
$224K 0.1%
+2,536
267
$224K 0.1%
21,771
+10,082
268
$223K 0.1%
+2,999
269
$222K 0.1%
+1,186
270
$221K 0.1%
+2,927
271
$220K 0.1%
+5,228
272
$218K 0.1%
3,036
-14,992
273
$218K 0.1%
+5,983
274
$218K 0.1%
+4,916
275
$218K 0.1%
4,205
-464
9 10
11
12 13