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
$2.42B
AUM Growth
+$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,380
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$3.74M
3
+$3.55M
4
ADBE icon
Adobe
ADBE
+$2.98M
5
AVGO icon
Broadcom
AVGO
+$2.84M

Top Sells

1
+$4.65M
2
+$3.71M
3
+$2.66M
4
UPS icon
United Parcel Service
UPS
+$1.89M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.82M

Sector Composition

1 Technology 24.05%
2 Healthcare 14.94%
3 Financials 13.04%
4 Consumer Discretionary 10.25%
5 Industrials 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$136M 5.6%
1,045,368
+8,426
2
$116M 4.79%
484,081
+44,204
3
$39.9M 1.65%
475,565
-18,521
4
$35.8M 1.48%
406,289
+4,811
5
$28.8M 1.19%
54,319
+2,748
6
$28.4M 1.17%
320,126
+40,057
7
$27.1M 1.12%
153,528
+16,002
8
$22.2M 0.92%
165,717
+11,282
9
$22.2M 0.91%
106,643
+12,264
10
$21.8M 0.9%
69,148
+2,193
11
$21.4M 0.88%
1,463,520
+78,730
12
$21.2M 0.87%
68,578
+9,086
13
$19.6M 0.81%
129,237
+5,385
14
$19.1M 0.79%
52,113
+4,087
15
$18.8M 0.77%
170,228
+19,962
16
$18.7M 0.77%
53,875
+2,656
17
$17M 0.7%
153,214
+11,940
18
$17M 0.7%
105,073
+8,820
19
$16.5M 0.68%
92,000
+5,457
20
$16M 0.66%
312,446
+28,055
21
$15M 0.62%
83,209
+7,388
22
$14.6M 0.6%
261,550
+50,820
23
$14.2M 0.59%
115,643
-30,115
24
$13.5M 0.56%
112,037
+9
25
$13.5M 0.56%
24,474
-2,525
1
2 3 4 5