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
151
$365K 0.17%
7,144
+332
152
$362K 0.16%
5,947
-6,411
153
$360K 0.16%
9,180
-1,083
154
$359K 0.16%
+1,638
155
$358K 0.16%
+2,917
156
$356K 0.16%
+1,489
157
$356K 0.16%
2,518
+80
158
$354K 0.16%
3,628
-273
159
$354K 0.16%
36,624
-9,787
160
$351K 0.16%
+2,027
161
$350K 0.16%
4,989
+732
162
$349K 0.16%
5,658
+1,404
163
$349K 0.16%
+19,303
164
$348K 0.16%
+3,131
165
$348K 0.16%
10,647
+4,386
166
$346K 0.16%
3,267
-15
167
$343K 0.16%
75,580
+41,378
168
$339K 0.15%
11,480
-14,946
169
$337K 0.15%
3,959
-490
170
$336K 0.15%
+8,260
171
$335K 0.15%
51,047
+40,665
172
$333K 0.15%
11,623
-948
173
$327K 0.15%
+11,947
174
$323K 0.15%
8,311
+1,946
175
$320K 0.15%
+1,913
5 6
7
8 9