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
526
$286K 0.04%
8,320
+1,953
527
$286K 0.04%
2,134
+29
528
$285K 0.04%
+32,847
529
$285K 0.04%
+8,004
530
$283K 0.04%
2,589
531
$282K 0.04%
+5,611
532
$282K 0.04%
2,084
+120
533
$281K 0.04%
+5,561
534
$279K 0.04%
3,594
535
$279K 0.04%
+3,876
536
$278K 0.04%
+3,466
537
$277K 0.04%
+2,734
538
$276K 0.04%
21,551
+1,303
539
$275K 0.04%
+663
540
$274K 0.04%
+3,773
541
$273K 0.04%
2,176
-956
542
$272K 0.04%
5,562
-118
543
$271K 0.04%
+2,169
544
$271K 0.04%
+2,824
545
$270K 0.04%
1,917
-25
546
$270K 0.04%
+1,491
547
$270K 0.04%
3,093
+125
548
$270K 0.04%
+9,063
549
$268K 0.04%
1,025
+69
550
$268K 0.04%
2,480
-277
20 21
22
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