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
$661M
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$6.29M
3
+$4.83M
4
AMZN icon
Amazon
AMZN
+$3.38M
5
PYPL icon
PayPal
PYPL
+$3.22M

Top Sells

1
+$477K
2
+$351K
3
+$333K
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$320K
5
EMNT icon
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
+$319K

Sector Composition

1 Technology 23.69%
2 Financials 12.83%
3 Healthcare 11.21%
4 Consumer Discretionary 10.97%
5 Communication Services 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$419K 0.06%
7,888
+1,194
377
$419K 0.06%
3,342
+625
378
$418K 0.06%
17,182
+1,612
379
$418K 0.06%
4,229
-179
380
$418K 0.06%
362
+14
381
$416K 0.06%
769
+111
382
$416K 0.06%
3,958
+494
383
$414K 0.06%
17,381
-5,003
384
$414K 0.06%
+3,440
385
$412K 0.06%
970
+329
386
$410K 0.06%
8,048
+2,894
387
$408K 0.06%
28,150
-183
388
$407K 0.06%
8,304
+1,432
389
$404K 0.06%
+8,377
390
$402K 0.06%
+3,323
391
$401K 0.06%
+2,870
392
$401K 0.06%
20,074
+5,783
393
$401K 0.06%
+2,524
394
$400K 0.06%
19,346
+7,851
395
$399K 0.06%
6,446
+2,967
396
$399K 0.06%
7,886
+169
397
$398K 0.06%
1,422
+239
398
$395K 0.06%
4,696
+1,706
399
$393K 0.06%
3,423
+436
400
$393K 0.06%
32,737
-2,763
14 15
16
17 18