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
276
$216K 0.1%
+2,246
277
$215K 0.1%
+476
278
$215K 0.1%
+9,140
279
$214K 0.1%
1,444
-904
280
$213K 0.1%
1,640
-687
281
$210K 0.1%
+2,760
282
$210K 0.1%
+678
283
$209K 0.09%
3,612
+9
284
$209K 0.09%
+12,466
285
$209K 0.09%
+1,496
286
$208K 0.09%
47,814
+37,657
287
$207K 0.09%
+2,543
288
$207K 0.09%
+2,103
289
$206K 0.09%
+5,477
290
$204K 0.09%
+3,955
291
$203K 0.09%
+5,078
292
$203K 0.09%
+2,365
293
$200K 0.09%
+10,373
294
$196K 0.09%
13,609
-6,791
295
$194K 0.09%
+15,997
296
$190K 0.09%
60,331
+31,058
297
$186K 0.08%
+10,097
298
$186K 0.08%
+16,146
299
$185K 0.08%
+24,055
300
$179K 0.08%
+10,286
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