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
651
$216K 0.03%
+4,646
652
$216K 0.03%
+2,733
653
$215K 0.03%
+12,370
654
$214K 0.03%
3,403
-282
655
$212K 0.03%
+1,833
656
$212K 0.03%
+9,883
657
$211K 0.03%
+1,227
658
$210K 0.03%
+2,160
659
$210K 0.03%
+7,735
660
$209K 0.03%
+4,728
661
$209K 0.03%
+9,575
662
$209K 0.03%
+4,022
663
$209K 0.03%
+9,166
664
$208K 0.03%
+1,355
665
$207K 0.03%
+6,205
666
$207K 0.03%
+3,328
667
$207K 0.03%
+2,966
668
$206K 0.03%
+5,054
669
$206K 0.03%
+1,224
670
$206K 0.03%
4,069
+78
671
$204K 0.03%
+2,293
672
$204K 0.03%
+8,168
673
$202K 0.03%
2,648
-1,106
674
$202K 0.03%
+11,922
675
$201K 0.03%
+2,805
25 26
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