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
151
$3.18M 0.13%
44,169
-321
152
$3.17M 0.13%
12,304
+827
153
$3.17M 0.13%
12,875
-530
154
$3.17M 0.13%
50,784
-4,786
155
$3.16M 0.13%
62,346
+6,952
156
$3.16M 0.13%
7,324
+1,643
157
$3.13M 0.13%
21,503
+1,873
158
$3.12M 0.13%
24,118
-2,900
159
$3.12M 0.13%
32,821
+3,753
160
$3.08M 0.13%
26,617
-3,352
161
$3.07M 0.13%
47,992
-760
162
$3.07M 0.13%
18,271
-74
163
$3.06M 0.13%
48,506
-19,558
164
$3.04M 0.13%
32,738
-4,862
165
$3.04M 0.13%
48,313
+22,008
166
$3.03M 0.13%
70,075
+22,035
167
$3.02M 0.12%
21,282
+3,050
168
$2.98M 0.12%
65,168
+3,793
169
$2.95M 0.12%
18,687
-7,288
170
$2.95M 0.12%
20,338
-1
171
$2.93M 0.12%
51,482
+4,232
172
$2.92M 0.12%
23,033
-5,400
173
$2.9M 0.12%
4,422
-123
174
$2.89M 0.12%
17,993
-3,393
175
$2.88M 0.12%
49,053
+542
5 6
7
8 9