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
76
$674K 0.31%
29,540
-455
77
$667K 0.3%
12,075
+3,197
78
$662K 0.3%
5,273
-771
79
$660K 0.3%
20,493
-25,943
80
$657K 0.3%
+6,257
81
$654K 0.3%
2,528
+279
82
$647K 0.29%
7,518
+343
83
$645K 0.29%
4,773
+2,426
84
$626K 0.28%
3,401
-439
85
$625K 0.28%
11,823
+6,359
86
$623K 0.28%
4,452
+1,813
87
$618K 0.28%
4,972
-6,943
88
$601K 0.27%
4,749
-3,285
89
$591K 0.27%
+20,060
90
$589K 0.27%
3,113
-56
91
$578K 0.26%
5,066
-1,264
92
$574K 0.26%
1,416
+582
93
$573K 0.26%
3,009
-390
94
$571K 0.26%
3,169
+598
95
$568K 0.26%
+20,412
96
$567K 0.26%
9,198
+3,206
97
$566K 0.26%
2,152
-453
98
$566K 0.26%
8,350
-4,394
99
$560K 0.25%
4,292
+653
100
$555K 0.25%
59,794
+35,909
2 3
4
5 6