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
1101
$223K 0.01%
+4,764
1102
$223K 0.01%
2,364
-46
1103
$223K 0.01%
14,840
+3,358
1104
$223K 0.01%
6,386
-374
1105
$222K 0.01%
18,244
-706
1106
$222K 0.01%
+1,399
1107
$222K 0.01%
3,834
-1,578
1108
$220K 0.01%
+11,339
1109
$219K 0.01%
2,982
-708
1110
$218K 0.01%
37,332
-18,400
1111
$218K 0.01%
+4,345
1112
$218K 0.01%
427
-467
1113
$218K 0.01%
4,346
-269
1114
$217K 0.01%
2,715
-625
1115
$217K 0.01%
+3,026
1116
$217K 0.01%
+9,140
1117
$216K 0.01%
+4,275
1118
$216K 0.01%
+2,469
1119
$216K 0.01%
5,345
-2,988
1120
$216K 0.01%
6,351
-3,628
1121
$216K 0.01%
2,887
-1,114
1122
$215K 0.01%
+14,088
1123
$214K 0.01%
+4,335
1124
$214K 0.01%
+3,464
1125
$213K 0.01%
7,848
-1,568
43 44
45
46 47