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
$661M
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$36.5M
2
+$8.33M
3
+$6.61M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.63M
5
AMZN icon
Amazon
AMZN
+$3.46M

Top Sells

1
+$477K
2
+$351K
3
+$349K
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$322K
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 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$267K 0.04%
1,955
+208
552
$267K 0.04%
+2,591
553
$265K 0.04%
4,975
-539
554
$264K 0.04%
+3,419
555
$263K 0.04%
628
+12
556
$263K 0.04%
+11,087
557
$262K 0.04%
+1,031
558
$262K 0.04%
+4,396
559
$261K 0.04%
4,780
560
$260K 0.04%
142
+1
561
$260K 0.04%
+5,771
562
$259K 0.04%
+868
563
$258K 0.04%
+1,943
564
$258K 0.04%
+2,281
565
$257K 0.04%
+2,250
566
$257K 0.04%
+1,941
567
$257K 0.04%
+1,295
568
$256K 0.04%
+2,856
569
$255K 0.04%
6,734
-1,009
570
$255K 0.04%
+5,091
571
$255K 0.04%
10,124
+234
572
$255K 0.04%
+3,731
573
$254K 0.04%
+1,698
574
$254K 0.04%
8,143
+353
575
$252K 0.04%
10,209
+225
21 22
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