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
326
$101K 0.05%
+11,622
327
$100K 0.05%
+10,834
328
$89K 0.04%
14,679
-2,945
329
$84K 0.04%
+10,468
330
$84K 0.04%
20,812
+6,472
331
$77K 0.03%
25,385
-19,080
332
$76K 0.03%
28,798
+17,359
333
$73K 0.03%
22,211
+6,294
334
$73K 0.03%
1,251
+99
335
$69K 0.03%
+10,275
336
$68K 0.03%
+2,583
337
$66K 0.03%
+6,878
338
$66K 0.03%
+10,413
339
$65K 0.03%
+12,384
340
$58K 0.03%
+24,535
341
$55K 0.02%
52,663
+17,200
342
$55K 0.02%
33,552
+23,075
343
$54K 0.02%
+11,609
344
$54K 0.02%
+13,983
345
$48K 0.02%
12,864
-5,215
346
$45K 0.02%
+23,161
347
$44K 0.02%
+26,510
348
$34K 0.02%
+18,658
349
$34K 0.02%
+12,019
350
$16K 0.01%
+7,250
12 13
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