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
301
$356K 0.08%
3,728
+303
302
$356K 0.08%
5,468
-111
303
$356K 0.08%
11,996
+518
304
$355K 0.08%
19,528
-1,268
305
$353K 0.08%
3,464
+137
306
$352K 0.08%
658
+29
307
$352K 0.08%
8,645
+134
308
$352K 0.08%
7,555
+972
309
$351K 0.08%
9,832
+93
310
$351K 0.08%
+6,266
311
$351K 0.08%
13,488
+721
312
$350K 0.08%
11,752
+873
313
$350K 0.08%
2,131
+148
314
$350K 0.08%
14,229
-5,108
315
$350K 0.08%
+5,910
316
$345K 0.08%
+3,306
317
$343K 0.07%
7,717
-982
318
$342K 0.07%
1,908
+128
319
$341K 0.07%
7,405
-2,023
320
$341K 0.07%
+909
321
$341K 0.07%
15,954
322
$340K 0.07%
10,408
+1,576
323
$338K 0.07%
27,523
+6,897
324
$338K 0.07%
747
+15
325
$338K 0.07%
+4,875
11 12
13
14 15