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
101
$1.36M 0.21%
1,801
+90
102
$1.35M 0.2%
18,552
+8,511
103
$1.34M 0.2%
3,737
+741
104
$1.33M 0.2%
83,228
-4,872
105
$1.31M 0.2%
22,475
+9,836
106
$1.31M 0.2%
20,685
+2,416
107
$1.29M 0.19%
+4,438
108
$1.28M 0.19%
7,264
+4,982
109
$1.27M 0.19%
22,786
-2,557
110
$1.27M 0.19%
5,206
+1,044
111
$1.26M 0.19%
14,284
+6,062
112
$1.26M 0.19%
3,562
+1,079
113
$1.25M 0.19%
34,740
+23,427
114
$1.22M 0.18%
25,439
+3,208
115
$1.21M 0.18%
7,777
+2,485
116
$1.2M 0.18%
9,324
+2,382
117
$1.2M 0.18%
515
+189
118
$1.19M 0.18%
55,945
-765
119
$1.19M 0.18%
35,335
-143
120
$1.18M 0.18%
12,641
+5,765
121
$1.16M 0.18%
9,134
+3,030
122
$1.15M 0.17%
4,815
+133
123
$1.15M 0.17%
5,194
+1,222
124
$1.14M 0.17%
25,498
+1,891
125
$1.12M 0.17%
9,401
+3,707
3 4
5
6 7