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
101
$4.55M 0.19%
2,258
+449
102
$4.51M 0.19%
44,965
+19,214
103
$4.51M 0.19%
11,610
+428
104
$4.45M 0.18%
20,981
-4,272
105
$4.34M 0.18%
26,437
-8,215
106
$4.28M 0.18%
19,419
+3,976
107
$4.23M 0.17%
13,721
-1,500
108
$4.15M 0.17%
13,005
-1,350
109
$4.13M 0.17%
89,305
+10,928
110
$4.1M 0.17%
132,244
+23,265
111
$4.03M 0.17%
29,677
+7,994
112
$4.01M 0.17%
1,624
+72
113
$3.99M 0.16%
26,801
-1,512
114
$3.98M 0.16%
16,045
-996
115
$3.97M 0.16%
150,022
-10,645
116
$3.93M 0.16%
63,950
-14,356
117
$3.89M 0.16%
26,009
+787
118
$3.86M 0.16%
54,936
+14,797
119
$3.82M 0.16%
7,467
+227
120
$3.79M 0.16%
27,945
+11,856
121
$3.79M 0.16%
24,172
-2,072
122
$3.75M 0.15%
15,486
+877
123
$3.75M 0.15%
39,058
+116
124
$3.75M 0.15%
89,110
+1,050
125
$3.74M 0.15%
12,474
+1,282
3 4
5
6 7