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
201
$747K 0.11%
96,998
+4,733
202
$747K 0.11%
6,434
-1,341
203
$745K 0.11%
23,449
+9,220
204
$744K 0.11%
3,689
+1,304
205
$742K 0.11%
4,312
+433
206
$742K 0.11%
2,612
+763
207
$739K 0.11%
17,841
-1,206
208
$737K 0.11%
9,351
+336
209
$735K 0.11%
45,624
210
$731K 0.11%
2,942
+1,263
211
$730K 0.11%
2,210
+1,163
212
$730K 0.11%
2,218
+587
213
$729K 0.11%
3,597
-164
214
$727K 0.11%
5,805
+3,138
215
$724K 0.11%
3,543
+1,339
216
$723K 0.11%
11,635
+7,096
217
$722K 0.11%
18,687
+5,181
218
$721K 0.11%
33,595
+8,905
219
$718K 0.11%
11,226
+7,171
220
$715K 0.11%
2,552
+936
221
$711K 0.11%
8,426
+532
222
$705K 0.11%
14,175
-1,128
223
$704K 0.11%
12,258
+4,473
224
$703K 0.11%
1,034
+34
225
$693K 0.1%
7,074
-63
7 8
9
10 11