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
101
$551K 0.25%
24,636
-5,678
102
$550K 0.25%
17,283
-2,005
103
$546K 0.25%
4,555
+107
104
$539K 0.24%
3,863
-18,447
105
$516K 0.23%
15,960
+5,620
106
$503K 0.23%
924
+340
107
$499K 0.23%
5,558
+638
108
$499K 0.23%
3,944
+991
109
$494K 0.22%
6,710
+1,484
110
$490K 0.22%
1,688
+471
111
$485K 0.22%
9,505
+2,342
112
$483K 0.22%
1,323
+382
113
$483K 0.22%
2,476
+268
114
$482K 0.22%
1,628
-64
115
$479K 0.22%
52,269
-38,750
116
$479K 0.22%
+12,941
117
$474K 0.22%
2,527
+519
118
$470K 0.21%
7,019
-3,584
119
$455K 0.21%
+7,525
120
$452K 0.21%
20,372
-1,369
121
$449K 0.2%
32,485
+8,300
122
$446K 0.2%
8,478
+3,615
123
$438K 0.2%
+8,585
124
$438K 0.2%
7,988
+3,298
125
$426K 0.19%
1,825
+502
3 4
5
6 7