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
$3.9B
AUM Growth
+$552M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,660
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$12.9M
3
+$10.5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.49M
5
V icon
Visa
V
+$3.83M

Top Sells

1
+$4.91M
2
+$3.08M
3
+$3.03M
4
CVX icon
Chevron
CVX
+$3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.91M

Sector Composition

1 Technology 29.42%
2 Financials 12.75%
3 Healthcare 11.89%
4 Consumer Discretionary 11.02%
5 Industrials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$257M 6.61%
1,337,192
+68,433
2
$239M 6.14%
635,877
+34,194
3
$108M 2.77%
709,915
+69,079
4
$102M 2.61%
2,054,210
+59,140
5
$80.5M 2.07%
576,151
+60,789
6
$61.4M 1.58%
173,529
+10,422
7
$48.3M 1.24%
342,582
-20,650
8
$45.4M 1.17%
182,835
-8,368
9
$42.5M 1.09%
72,986
+796
10
$41.7M 1.07%
373,900
+6,430
11
$39.9M 1.02%
234,299
+422
12
$39.8M 1.02%
75,602
+5,537
13
$38.9M 1%
109,001
+10,517
14
$37.7M 0.97%
144,949
+14,697
15
$29.7M 0.76%
69,596
+941
16
$27.5M 0.71%
187,767
+17,578
17
$26.8M 0.69%
77,471
-1,240
18
$25.7M 0.66%
38,927
+1,726
19
$24.9M 0.64%
41,765
+267
20
$23.9M 0.61%
239,013
+8,282
21
$23.6M 0.6%
216,098
+7,330
22
$20.5M 0.53%
132,395
-4,945
23
$19.1M 0.49%
54,309
-1,806
24
$18.7M 0.48%
71,033
+4,010
25
$18.5M 0.48%
118,260
-19,643
1
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