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
$2.42B
AUM Growth
+$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,380
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$3.74M
3
+$3.55M
4
ADBE icon
Adobe
ADBE
+$2.98M
5
AVGO icon
Broadcom
AVGO
+$2.84M

Top Sells

1
+$4.65M
2
+$3.71M
3
+$2.66M
4
UPS icon
United Parcel Service
UPS
+$1.89M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.82M

Sector Composition

1 Technology 24.05%
2 Healthcare 14.94%
3 Financials 13.04%
4 Consumer Discretionary 10.25%
5 Industrials 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$801K 0.03%
65,540
+48,209
602
$799K 0.03%
9,683
-2,784
603
$796K 0.03%
13,913
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604
$796K 0.03%
3,103
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605
$791K 0.03%
123,268
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606
$791K 0.03%
13,503
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607
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18,370
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$789K 0.03%
171
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609
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+13,526
610
$786K 0.03%
3,749
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$784K 0.03%
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6,608
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614
$776K 0.03%
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34,612
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31,611
621
$768K 0.03%
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$764K 0.03%
7,119
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623
$763K 0.03%
21,710
-476
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$762K 0.03%
6,764
+2,967
625
$759K 0.03%
126,351
-11,541
23 24
25
26 27