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
$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
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
1
$29.6M 4.48%
242,264
+51,474
2
$27.8M 4.21%
118,090
+35,891
3
$16.3M 2.47%
105,480
+21,820
4
$15.4M 2.33%
149,180
+46,880
5
$9.47M 1.43%
32,158
+10,451
6
$7.28M 1.1%
44,290
+13,840
7
$6.99M 1.06%
51,601
+19,733
8
$6.8M 1.03%
30,552
+3,849
9
$6.65M 1.01%
135,452
-3,757
10
$6.27M 0.95%
25,826
+13,264
11
$6.17M 0.93%
29,124
+6,361
12
$5.95M 0.9%
28,787
+518
13
$5.93M 0.9%
19,435
+4,014
14
$5.76M 0.87%
15,470
+3,836
15
$5.71M 0.87%
48,314
-2,818
16
$5.29M 0.8%
51,160
-2,840
17
$4.93M 0.75%
32,367
+12,099
18
$4.8M 0.73%
359,600
+94,320
19
$4.61M 0.7%
12,947
+3,197
20
$4.51M 0.68%
24,460
+7,450
21
$4.49M 0.68%
99,159
+11,538
22
$4.02M 0.61%
33,569
+14,303
23
$3.91M 0.59%
20,693
+9,935
24
$3.9M 0.59%
74,914
+4,254
25
$3.66M 0.55%
16,867
+3,582
1
2 3 4 5