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
176
$319K 0.14%
4,127
+653
177
$319K 0.14%
+1,613
178
$317K 0.14%
1,593
+228
179
$315K 0.14%
10,118
-1,222
180
$313K 0.14%
+17,473
181
$312K 0.14%
+32,782
182
$308K 0.14%
+3,040
183
$305K 0.14%
54,187
-151,648
184
$304K 0.14%
3,052
+17
185
$304K 0.14%
+843
186
$304K 0.14%
990
+120
187
$304K 0.14%
5,709
+727
188
$303K 0.14%
4,903
-576
189
$301K 0.14%
+12,954
190
$300K 0.14%
+4,785
191
$300K 0.14%
+1,715
192
$300K 0.14%
+1,092
193
$299K 0.14%
+12,840
194
$297K 0.13%
+5,665
195
$294K 0.13%
3,578
-1,900
196
$293K 0.13%
+4,728
197
$290K 0.13%
5,103
-2,227
198
$290K 0.13%
+22,347
199
$290K 0.13%
+7,758
200
$288K 0.13%
+7,493
6 7
8
9 10