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
$220M
AUM Growth
+$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$2.77M
3
+$2.75M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.02M
5
META icon
Meta Platforms (Facebook)
META
+$1.11M

Top Sells

1
+$5.68M
2
+$2.57M
3
+$2.57M
4
BNS icon
Scotiabank
BNS
+$1.13M
5
ED icon
Consolidated Edison
ED
+$1.08M

Sector Composition

1 Technology 27.05%
2 Healthcare 13.96%
3 Financials 12.76%
4 Consumer Discretionary 10.34%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$912K 0.41%
4,866
+1,960
52
$885K 0.4%
2,442
+652
53
$880K 0.4%
9,866
+3,469
54
$875K 0.4%
6,892
+390
55
$855K 0.39%
5,517
-3,383
56
$823K 0.37%
2,237
+1,272
57
$807K 0.37%
10,484
+884
58
$804K 0.36%
29,829
-8,233
59
$790K 0.36%
25,030
+10,980
60
$783K 0.36%
3,795
-2,417
61
$777K 0.35%
17,382
+5,224
62
$771K 0.35%
32,469
+15,034
63
$756K 0.34%
4,422
-81
64
$735K 0.33%
16,440
-957
65
$732K 0.33%
13,287
-1,405
66
$719K 0.33%
14,213
-2,460
67
$714K 0.32%
29,673
+16,341
68
$713K 0.32%
7,815
+1,862
69
$708K 0.32%
12,047
+1,702
70
$705K 0.32%
+57,108
71
$704K 0.32%
3,839
+1,720
72
$701K 0.32%
7,154
+2,240
73
$699K 0.32%
+13,945
74
$686K 0.31%
1,100
+59
75
$685K 0.31%
3,606
+678
1 2
3
4 5