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
126
$425K 0.19%
1,290
+425
127
$425K 0.19%
+33,946
128
$423K 0.19%
+8,279
129
$423K 0.19%
+1,928
130
$422K 0.19%
171,014
-188,887
131
$422K 0.19%
5,269
-34
132
$419K 0.19%
5,535
-513
133
$417K 0.19%
39,365
-23,845
134
$416K 0.19%
5,683
+1,074
135
$412K 0.19%
3,569
+654
136
$409K 0.19%
2,982
+832
137
$405K 0.18%
6,229
+2,528
138
$397K 0.18%
8,080
-3,406
139
$397K 0.18%
4,256
+1,449
140
$393K 0.18%
770
+293
141
$392K 0.18%
4,274
-1,255
142
$385K 0.17%
242
+47
143
$380K 0.17%
4,767
-7,632
144
$380K 0.17%
5,180
-5,832
145
$376K 0.17%
+7,780
146
$373K 0.17%
2,720
+12
147
$372K 0.17%
6,813
-789
148
$371K 0.17%
+10,074
149
$370K 0.17%
65,385
+34,811
150
$366K 0.17%
944
+261
4 5
6
7 8