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
626
$226K 0.03%
8,634
+467
627
$224K 0.03%
4,787
-419
628
$224K 0.03%
6,836
-1,809
629
$224K 0.03%
+1,152
630
$224K 0.03%
+7,043
631
$224K 0.03%
796
+61
632
$223K 0.03%
2,116
-56
633
$223K 0.03%
+185
634
$222K 0.03%
+2,806
635
$222K 0.03%
+6,216
636
$222K 0.03%
+7,023
637
$221K 0.03%
+1,287
638
$221K 0.03%
+7,071
639
$221K 0.03%
+4,746
640
$221K 0.03%
+11,090
641
$221K 0.03%
+635
642
$221K 0.03%
+3,814
643
$219K 0.03%
+4,848
644
$219K 0.03%
+2,910
645
$219K 0.03%
+6,118
646
$219K 0.03%
+3,984
647
$218K 0.03%
4,479
-1,057
648
$217K 0.03%
3,614
-470
649
$217K 0.03%
4,895
-878
650
$217K 0.03%
+4,407
24 25
26
27 28