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
51
$2.22M 0.34%
31,680
+10,826
52
$2.19M 0.33%
13,581
+7,417
53
$2.19M 0.33%
12,356
54
$2.17M 0.33%
10,157
+6,790
55
$2.16M 0.33%
59,572
+19,762
56
$2.15M 0.33%
+10,847
57
$2.14M 0.32%
3,471
+8
58
$2.12M 0.32%
9,631
+1,286
59
$2.09M 0.32%
9,223
-545
60
$2.08M 0.32%
39,528
+14,922
61
$2.06M 0.31%
9,080
+1,444
62
$2.06M 0.31%
10,818
+2,899
63
$2.01M 0.3%
17,038
+6,283
64
$2.01M 0.3%
10,668
+1,283
65
$2.01M 0.3%
9,489
+769
66
$1.99M 0.3%
5,468
+440
67
$1.93M 0.29%
32,440
+7,070
68
$1.88M 0.28%
40,570
+3,360
69
$1.88M 0.28%
20,512
70
$1.87M 0.28%
17,081
+5,063
71
$1.84M 0.28%
7,399
+931
72
$1.84M 0.28%
32,956
+15,901
73
$1.82M 0.27%
13,134
+9,066
74
$1.78M 0.27%
24,646
75
$1.76M 0.27%
11,299
-466
1 2
3
4 5