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
126
$1.12M 0.17%
17,305
+5,357
127
$1.11M 0.17%
4,527
128
$1.11M 0.17%
12,564
+5,138
129
$1.11M 0.17%
14,801
+6,323
130
$1.1M 0.17%
2,987
+1,019
131
$1.1M 0.17%
52,971
-4,966
132
$1.09M 0.17%
4,531
+1,324
133
$1.09M 0.17%
3,762
+1,472
134
$1.09M 0.17%
4,214
+821
135
$1.09M 0.17%
2,184
+165
136
$1.08M 0.16%
3,315
+1,255
137
$1.08M 0.16%
12,623
-2,364
138
$1.07M 0.16%
22,417
+2,067
139
$1.06M 0.16%
11,136
+1,688
140
$1.05M 0.16%
+13,564
141
$1.02M 0.16%
3,700
+480
142
$1.02M 0.15%
18,670
-1,040
143
$1.01M 0.15%
12,192
144
$1M 0.15%
54,145
-2,842
145
$990K 0.15%
99,136
+3,075
146
$988K 0.15%
108,487
-5,973
147
$978K 0.15%
16,389
+5,528
148
$975K 0.15%
3,091
+912
149
$972K 0.15%
14,916
+5,419
150
$967K 0.15%
6,124
+713
4 5
6
7 8