VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $10.3B
1-Year Est. Return 32.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.08%
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
+$3.31M
2
+$2.46M
3
+$2.36M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.96M
5
META icon
Meta Platforms (Facebook)
META
+$1.02M

Top Sells

1
+$5.68M
2
+$2.45M
3
+$2.42M
4
ED icon
Consolidated Edison
ED
+$1.15M
5
BNS icon
Scotiabank
BNS
+$1.13M

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
401
– –
-75
402
– –
-5,876
403
– –
-4,584
404
– –
-1,884
405
– –
-20,594
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