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
1051
$245K 0.01%
41,328
-3,701
1052
$245K 0.01%
8,208
-4,661
1053
$245K 0.01%
9,606
-13,852
1054
$244K 0.01%
+1,806
1055
$244K 0.01%
5,056
-1,648
1056
$244K 0.01%
2,122
-2,117
1057
$242K 0.01%
+2,946
1058
$242K 0.01%
7,488
-7,556
1059
$242K 0.01%
10,868
-206
1060
$241K 0.01%
+1,777
1061
$241K 0.01%
+13,324
1062
$241K 0.01%
1,586
-5
1063
$240K 0.01%
7,298
-2,257
1064
$239K 0.01%
+1,705
1065
$239K 0.01%
+7,881
1066
$239K 0.01%
+15,804
1067
$239K 0.01%
54,335
+9,514
1068
$238K 0.01%
+11,740
1069
$238K 0.01%
1,413
-1,909
1070
$235K 0.01%
1,010
-308
1071
$235K 0.01%
6,637
-729
1072
$234K 0.01%
23,087
+7,024
1073
$233K 0.01%
+11,443
1074
$233K 0.01%
23,569
+2,981
1075
$233K 0.01%
6,159
+950
41 42
43
44 45