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
$1.11B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,078
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$7.86M
3
+$7.62M
4
TSLA icon
Tesla
TSLA
+$5.18M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.03M

Top Sells

1
+$1.03M
2
+$979K
3
+$882K
4
FANG icon
Diamondback Energy
FANG
+$774K
5
FIVN icon
FIVE9
FIVN
+$613K

Sector Composition

1 Technology 24.55%
2 Financials 13.12%
3 Healthcare 12.03%
4 Consumer Discretionary 11.15%
5 Communication Services 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$795K 0.07%
5,705
+3,166
302
$795K 0.07%
6,919
303
$791K 0.07%
45,684
304
$790K 0.07%
+8,647
305
$787K 0.07%
19,430
-1,920
306
$786K 0.07%
+9,016
307
$783K 0.07%
432
+23
308
$783K 0.07%
3,237
+339
309
$781K 0.07%
12,926
+24
310
$779K 0.07%
18,059
-5,503
311
$778K 0.07%
21,489
312
$778K 0.07%
1,811
+62
313
$773K 0.07%
38,996
+23,211
314
$773K 0.07%
27,160
-3,693
315
$773K 0.07%
16,645
+1,213
316
$773K 0.07%
561
+68
317
$770K 0.07%
15,076
+2,636
318
$767K 0.07%
6,332
+1,136
319
$762K 0.07%
1,478
+141
320
$754K 0.07%
6,490
+56
321
$751K 0.07%
4,832
+459
322
$748K 0.07%
6,642
+2,474
323
$747K 0.07%
3,870
+394
324
$746K 0.07%
7,951
+1,244
325
$746K 0.07%
25,185
-202
11 12
13
14 15