VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $9.76B
1-Year Est. Return 32.27%
This Quarter Est. Return
1 Year Est. Return
+32.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$460M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
588
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.4M
3
+$2.04M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.73M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.5M

Top Sells

1
+$7.44M
2
+$1.5M
3
+$1.21M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$1.17M
5
TGT icon
Target
TGT
+$1.14M

Sector Composition

1 Technology 25.06%
2 Financials 12.02%
3 Healthcare 11.49%
4 Consumer Discretionary 10.84%
5 Communication Services 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$486K 0.11%
13,506
+1,003
227
$484K 0.11%
4,001
+376
228
$481K 0.1%
5,564
+85
229
$480K 0.1%
1,849
+190
230
$477K 0.1%
2,676
-41,713
231
$477K 0.1%
1,902
+102
232
$477K 0.1%
6,418
+255
233
$475K 0.1%
5,709
+613
234
$473K 0.1%
5,379
+233
235
$468K 0.1%
14,854
+1,373
236
$467K 0.1%
24,690
-17
237
$464K 0.1%
7,380
-6
238
$463K 0.1%
3,055
+502
239
$459K 0.1%
35,841
+7,812
240
$456K 0.1%
+9,352
241
$455K 0.1%
66,090
+16,713
242
$455K 0.1%
3,198
-3,577
243
$448K 0.1%
9,340
+1,563
244
$446K 0.1%
4,965
+1,502
245
$445K 0.1%
2,800
+645
246
$444K 0.1%
7,546
+420
247
$441K 0.1%
1,212
+115
248
$441K 0.1%
17,890
-843
249
$438K 0.1%
3,986
+194
250
$432K 0.09%
3,248
-272
8 9
10
11 12