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
$2.42B
AUM Growth
+$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,380
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$3.74M
3
+$3.55M
4
ADBE icon
Adobe
ADBE
+$2.98M
5
AVGO icon
Broadcom
AVGO
+$2.84M

Top Sells

1
+$4.65M
2
+$3.71M
3
+$2.66M
4
UPS icon
United Parcel Service
UPS
+$1.89M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.82M

Sector Composition

1 Technology 24.05%
2 Healthcare 14.94%
3 Financials 13.04%
4 Consumer Discretionary 10.25%
5 Industrials 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$498K 0.02%
4,610
+1,779
802
$498K 0.02%
38,071
+11,652
803
$497K 0.02%
2,429
+1,424
804
$496K 0.02%
3,965
+336
805
$494K 0.02%
27,440
-1,449
806
$494K 0.02%
7,900
-4,859
807
$492K 0.02%
6,576
-8,813
808
$491K 0.02%
9,433
+1,417
809
$489K 0.02%
10,754
+700
810
$487K 0.02%
39,333
-21,640
811
$486K 0.02%
15,018
-1,669
812
$486K 0.02%
2,644
+765
813
$485K 0.02%
28,827
-395
814
$485K 0.02%
29,964
+2,498
815
$480K 0.02%
+5,304
816
$479K 0.02%
20,356
-8,578
817
$477K 0.02%
27,044
+5,543
818
$476K 0.02%
12,186
-7,111
819
$475K 0.02%
4,629
-2,942
820
$472K 0.02%
8,239
-9,261
821
$471K 0.02%
4,092
+958
822
$470K 0.02%
10,350
+2,572
823
$470K 0.02%
8,277
+2,232
824
$467K 0.02%
11,551
+3,248
825
$467K 0.02%
13,125
-2,200
31 32
33
34 35