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
26
$3.52M 0.53%
64,957
+21,074
27
$3.49M 0.53%
89,181
+8,093
28
$3.29M 0.5%
35,317
+741
29
$3.26M 0.49%
84,218
+24,428
30
$3.22M 0.49%
50,374
+16,731
31
$3.21M 0.49%
29,677
+13,496
32
$3.19M 0.48%
22,558
33
$3.18M 0.48%
11,509
+2,693
34
$3.08M 0.47%
50,051
+22,924
35
$3.07M 0.46%
12,013
-71
36
$2.97M 0.45%
57,500
+15,488
37
$2.82M 0.43%
15,103
+3,964
38
$2.81M 0.42%
5,903
+346
39
$2.8M 0.42%
7,950
+648
40
$2.78M 0.42%
36,803
-2,112
41
$2.75M 0.42%
47,222
+13,702
42
$2.68M 0.41%
51,430
+9,470
43
$2.62M 0.4%
19,622
+5,258
44
$2.57M 0.39%
18,164
-1,373
45
$2.55M 0.39%
19,218
+6,992
46
$2.52M 0.38%
11,239
+3,240
47
$2.49M 0.38%
5,458
+377
48
$2.46M 0.37%
22,789
-1,570
49
$2.42M 0.37%
32,827
+1,494
50
$2.41M 0.37%
12,094
+328
1
2
3 4 5