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
76
$1.76M 0.27%
4,598
+1,571
77
$1.75M 0.27%
13,217
-187
78
$1.75M 0.26%
7,547
+2,053
79
$1.73M 0.26%
75,725
+37,692
80
$1.7M 0.26%
16,213
+6,385
81
$1.67M 0.25%
49,386
-208
82
$1.66M 0.25%
11,736
+5,946
83
$1.65M 0.25%
30,236
+6,499
84
$1.56M 0.24%
24,224
85
$1.56M 0.24%
2,522
+1,420
86
$1.54M 0.23%
6,064
+1,817
87
$1.5M 0.23%
13,416
+6,800
88
$1.49M 0.23%
19,227
+6,032
89
$1.47M 0.22%
5,236
+1,775
90
$1.47M 0.22%
3,929
+1,293
91
$1.46M 0.22%
8,609
+2,258
92
$1.45M 0.22%
21,966
+3,792
93
$1.44M 0.22%
25,274
+6
94
$1.42M 0.22%
36,458
+22,556
95
$1.41M 0.21%
14,848
+1,297
96
$1.4M 0.21%
28,336
-476
97
$1.4M 0.21%
7,983
+3,898
98
$1.39M 0.21%
12,590
-710
99
$1.36M 0.21%
42,471
+20,709
100
$1.36M 0.21%
22,224
+11,277
2 3
4
5 6