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
301
$175K 0.08%
64,396
+18,269
302
$175K 0.08%
18,683
-5,515
303
$175K 0.08%
+21,988
304
$175K 0.08%
+21,125
305
$168K 0.08%
+11,619
306
$165K 0.07%
4,850
-1,418
307
$156K 0.07%
67,547
-1,591
308
$155K 0.07%
22,431
+8,162
309
$144K 0.07%
95,947
+56,142
310
$135K 0.06%
+19,914
311
$132K 0.06%
+10,860
312
$131K 0.06%
+12,937
313
$130K 0.06%
29,508
+2,807
314
$128K 0.06%
22,429
-50,624
315
$127K 0.06%
+20,746
316
$122K 0.06%
12,533
+2,192
317
$121K 0.05%
+12,503
318
$119K 0.05%
35,132
+12,073
319
$119K 0.05%
33,886
+16,001
320
$119K 0.05%
16,449
-11,850
321
$119K 0.05%
+21,773
322
$118K 0.05%
+12,684
323
$115K 0.05%
31,944
+19,113
324
$112K 0.05%
+25,035
325
$106K 0.05%
+15,523
11 12
13
14 15