VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $8.86B
1-Year Est. Return 26.43%
This Quarter Est. Return
1 Year Est. Return
+26.43%
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
1
$12.5M 5.68%
61,484
+13,534
2
$12.3M 5.6%
135,260
+30,392
3
$8.64M 3.92%
62,620
+27,380
4
$4.71M 2.14%
66,460
+12,440
5
$3.71M 1.68%
26,354
-2,001
6
$3.3M 1.5%
14,538
+4,887
7
$3.17M 1.44%
16,399
+2,073
8
$3.1M 1.41%
77,766
-18,066
9
$3.05M 1.38%
25,527
+168
10
$2.95M 1.34%
41,780
-2,400
11
$2.72M 1.23%
69,094
-65,354
12
$2.6M 1.18%
10,369
+1,775
13
$2.54M 1.15%
8,609
+1,750
14
$2.37M 1.07%
41,708
-4,127
15
$2.21M 1%
36,859
+4,066
16
$2.19M 1%
36,556
-5,356
17
$2.04M 0.93%
43,855
+4,974
18
$2.02M 0.92%
+21,279
19
$1.96M 0.89%
14,805
+167
20
$1.89M 0.86%
6,403
+1,963
21
$1.87M 0.85%
8,689
+3,930
22
$1.85M 0.84%
194,360
+90,280
23
$1.77M 0.8%
12,217
-702
24
$1.66M 0.75%
9,277
+326
25
$1.63M 0.74%
9,914
+978
1
2 3 4 5