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
251
$429K 0.09%
4,460
+379
252
$428K 0.09%
4,408
+642
253
$426K 0.09%
1,616
+105
254
$426K 0.09%
1,794
+126
255
$421K 0.09%
1,211
+184
256
$420K 0.09%
13,902
+2,738
257
$419K 0.09%
4,400
+646
258
$417K 0.09%
2,872
+120
259
$410K 0.09%
3,733
+151
260
$408K 0.09%
9,577
-107
261
$406K 0.09%
6,784
+734
262
$402K 0.09%
1,679
+157
263
$401K 0.09%
2,204
+347
264
$401K 0.09%
2,789
+426
265
$400K 0.09%
5,125
+404
266
$400K 0.09%
1,254
-44
267
$399K 0.09%
1,007
+19
268
$399K 0.09%
1,052
+129
269
$399K 0.09%
2,282
+158
270
$398K 0.09%
796
+101
271
$397K 0.09%
7,372
+2,438
272
$397K 0.09%
348
+35
273
$395K 0.09%
2,218
+154
274
$395K 0.09%
6,227
+27
275
$393K 0.09%
3,132
-385
9 10
11
12 13