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
26
$1.57M 0.71%
21,305
+1,402
27
$1.51M 0.69%
3,481
+590
28
$1.45M 0.66%
15,432
+3,611
29
$1.41M 0.64%
4,655
+592
30
$1.4M 0.63%
19,395
+12,225
31
$1.39M 0.63%
7,997
+2,647
32
$1.39M 0.63%
30,590
+11,060
33
$1.35M 0.61%
6,298
+160
34
$1.34M 0.61%
24,798
-13,556
35
$1.33M 0.6%
40,652
-2,224
36
$1.23M 0.56%
11,025
+1,004
37
$1.22M 0.55%
7,779
+51
38
$1.2M 0.55%
6,518
+312
39
$1.16M 0.53%
12,672
+3,873
40
$1.13M 0.51%
12,986
+2,472
41
$1.11M 0.5%
22,908
-11,114
42
$1.03M 0.47%
+10,890
43
$1.02M 0.46%
10,391
+4,242
44
$1.02M 0.46%
6,849
+98
45
$1.01M 0.46%
+12,192
46
$1M 0.45%
+16,088
47
$992K 0.45%
25,437
+4,806
48
$935K 0.42%
5,528
+1,719
49
$926K 0.42%
29,846
+3,635
50
$924K 0.42%
3,919
+864
1
2
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