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
701
$134K 0.02%
12,530
-4,662
702
$133K 0.02%
25,472
-1,730
703
$133K 0.02%
15,866
+230
704
$132K 0.02%
10,746
+221
705
$127K 0.02%
16,596
-3,290
706
$126K 0.02%
29,689
-465
707
$125K 0.02%
45,774
+3,598
708
$123K 0.02%
31,113
-5,337
709
$119K 0.02%
+16,239
710
$114K 0.02%
17,004
-824
711
$113K 0.02%
1,848
-367
712
$111K 0.02%
22,187
-702
713
$106K 0.02%
13,568
-2,422
714
$106K 0.02%
15,911
-1,219
715
$95K 0.01%
16,382
-2,440
716
$91K 0.01%
21,140
-233
717
$88K 0.01%
11,750
-1,791
718
$74K 0.01%
15,824
+4,526
719
$71K 0.01%
58,924
-14,019
720
$70K 0.01%
11,256
+495
721
$66K 0.01%
11,006
722
$61K 0.01%
19,974
-4,496
723
$53K 0.01%
13,588
+2,036
724
$40K 0.01%
903
+54
725
– –
-2,703
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