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
276
$392K 0.09%
10,877
-48
277
$391K 0.09%
+11,141
278
$390K 0.08%
9,512
+132
279
$388K 0.08%
6,660
-214
280
$388K 0.08%
14,368
-52
281
$387K 0.08%
35,500
+978
282
$379K 0.08%
24,480
+3,525
283
$379K 0.08%
4,116
+295
284
$378K 0.08%
5,090
-88
285
$378K 0.08%
2,473
-26
286
$378K 0.08%
1,631
-44
287
$375K 0.08%
4,244
+480
288
$375K 0.08%
39,737
+15,390
289
$374K 0.08%
+2,105
290
$374K 0.08%
4,708
+292
291
$372K 0.08%
4,365
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292
$370K 0.08%
5,360
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293
$370K 0.08%
13,150
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294
$368K 0.08%
1,209
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295
$367K 0.08%
22,323
+2,585
296
$367K 0.08%
68,876
-4,857
297
$363K 0.08%
3,924
+340
298
$363K 0.08%
4,625
+759
299
$360K 0.08%
2,667
+592
300
$359K 0.08%
11,313
-1,840
10 11
12
13 14