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
676
$201K 0.03%
+1,828
677
$200K 0.03%
+927
678
$200K 0.03%
2,852
-224
679
$190K 0.03%
7,333
+85
680
$187K 0.03%
18,676
-29,733
681
$185K 0.03%
79,620
+11,053
682
$184K 0.03%
12,631
-380
683
$183K 0.03%
53,409
-34,121
684
$178K 0.03%
20,991
-2,728
685
$169K 0.03%
10,076
+34
686
$164K 0.02%
28,297
+1,260
687
$158K 0.02%
37,846
-3,119
688
$157K 0.02%
28,504
-5,651
689
$156K 0.02%
20,291
+1,504
690
$153K 0.02%
12,520
+1,190
691
$153K 0.02%
+10,725
692
$151K 0.02%
18,124
+4,539
693
$148K 0.02%
10,374
-1,108
694
$148K 0.02%
+11,797
695
$146K 0.02%
29,063
+2,180
696
$145K 0.02%
+10,361
697
$143K 0.02%
13,779
-1,605
698
$140K 0.02%
20,968
+247
699
$140K 0.02%
37,675
-2,199
700
$139K 0.02%
19,107
-773
26 27
28
29 30