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
$955M
AUM Growth
+$295M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,008
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$6.93M
3
+$5.85M
4
ADBE icon
Adobe
ADBE
+$4.02M
5
META icon
Meta Platforms (Facebook)
META
+$3.87M

Top Sells

1
+$3.6M
2
+$2.42M
3
+$1.92M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.84M
5
CHT icon
Chunghwa Telecom
CHT
+$1.82M

Sector Composition

1 Technology 24.59%
2 Financials 13%
3 Healthcare 12.15%
4 Consumer Discretionary 10.56%
5 Communication Services 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.1M 4.2%
292,894
+50,630
2
$39.2M 4.11%
144,846
+26,756
3
$24M 2.51%
139,500
+34,020
4
$18.5M 1.94%
151,540
+2,360
5
$15.1M 1.58%
43,295
+11,137
6
$10.9M 1.14%
37,465
+11,639
7
$9.65M 1.01%
77,020
+25,860
8
$8.08M 0.85%
34,558
+5,434
9
$8.05M 0.84%
402,400
+42,800
10
$7.47M 0.78%
12,761
+6,858
11
$7.19M 0.75%
139,514
+4,062
12
$7.08M 0.74%
17,694
+2,224
13
$6.99M 0.73%
25,156
+13,143
14
$6.9M 0.72%
41,858
-2,432
15
$6.7M 0.7%
29,580
-972
16
$6.41M 0.67%
28,787
17
$6.01M 0.63%
18,837
-598
18
$5.97M 0.63%
38,386
+6,019
19
$5.95M 0.62%
44,062
-7,539
20
$5.28M 0.55%
27,437
+6,744
21
$5.23M 0.55%
14,328
+1,381
22
$5.09M 0.53%
12,873
+4,923
23
$4.65M 0.49%
81,524
+16,567
24
$4.58M 0.48%
9,084
+3,626
25
$4.57M 0.48%
86,290
+28,790
1
2 3 4 5