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
476
$320K 0.05%
+1,861
477
$320K 0.05%
4,010
+1,626
478
$319K 0.05%
17,446
-2,082
479
$319K 0.05%
+2,814
480
$319K 0.05%
2,422
+622
481
$318K 0.05%
4,424
-201
482
$316K 0.05%
+1,729
483
$315K 0.05%
528
+52
484
$314K 0.05%
+4,097
485
$312K 0.05%
+3,546
486
$311K 0.05%
8,006
-90
487
$310K 0.05%
1,885
-333
488
$309K 0.05%
+4,308
489
$309K 0.05%
22,730
-1,911
490
$308K 0.05%
+7,702
491
$306K 0.05%
2,730
-518
492
$306K 0.05%
+2,739
493
$306K 0.05%
+630
494
$305K 0.05%
+1,170
495
$304K 0.05%
2,379
+530
496
$304K 0.05%
+6,232
497
$304K 0.05%
+18,238
498
$303K 0.05%
+624
499
$303K 0.05%
7,065
-696
500
$302K 0.05%
4,720
-69
18 19
20
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