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
201
$287K 0.13%
+1,488
202
$284K 0.13%
+10,806
203
$283K 0.13%
+4,280
204
$281K 0.13%
+4,070
205
$279K 0.13%
+4,637
206
$279K 0.13%
3,181
-8,916
207
$277K 0.13%
+2,061
208
$275K 0.12%
7,636
-6,766
209
$275K 0.12%
10,768
+1,504
210
$275K 0.12%
+15,954
211
$274K 0.12%
103,723
-5,904
212
$273K 0.12%
164,924
+16,402
213
$271K 0.12%
10,595
+2,274
214
$269K 0.12%
+1,356
215
$268K 0.12%
+1,257
216
$267K 0.12%
67,819
-9
217
$267K 0.12%
+10,660
218
$266K 0.12%
55,040
+32,690
219
$263K 0.12%
+2,605
220
$263K 0.12%
+1,435
221
$263K 0.12%
+924
222
$263K 0.12%
+1,545
223
$263K 0.12%
+5,968
224
$262K 0.12%
2,442
-330
225
$258K 0.12%
1,926
-562
7 8
9
10 11