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
$3.35B
AUM Growth
+$81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,575
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$14.9M
3
+$10.5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.76M
5
NVDA icon
NVIDIA
NVDA
+$7.05M

Top Sells

1
+$2.51M
2
+$1.68M
3
+$1.45M
4
BMY icon
Bristol-Myers Squibb
BMY
+$979K
5
NEE icon
NextEra Energy
NEE
+$969K

Sector Composition

1 Technology 28.29%
2 Healthcare 12.71%
3 Financials 12.4%
4 Consumer Discretionary 10.99%
5 Industrials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$217M 6.49%
1,268,759
+87,145
2
$190M 5.68%
601,683
+48,542
3
$86.8M 2.59%
1,995,070
+162,180
4
$81.5M 2.44%
640,836
+82,756
5
$67.4M 2.02%
515,362
+66,942
6
$49M 1.46%
163,107
+11,582
7
$47.9M 1.43%
363,232
+7,610
8
$47.8M 1.43%
191,203
+24,687
9
$38.8M 1.16%
72,190
+6,851
10
$35.3M 1.06%
70,065
+6,607
11
$34.5M 1.03%
98,484
+9,825
12
$33.9M 1.01%
233,877
+15,425
13
$30.5M 0.91%
367,470
+33,890
14
$30M 0.9%
130,252
+6,207
15
$27.2M 0.81%
68,655
+4,857
16
$27.1M 0.81%
230,731
+18,612
17
$24.8M 0.74%
170,189
+11,319
18
$23.8M 0.71%
78,711
+5,712
19
$22.2M 0.66%
131,874
+14,954
20
$21.5M 0.64%
208,768
+10,523
21
$21.5M 0.64%
137,903
-16,090
22
$21.2M 0.63%
41,498
+2,426
23
$21M 0.63%
37,201
+3,244
24
$20.5M 0.61%
137,340
+19,753
25
$17.5M 0.52%
103,216
+4,105
1
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