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
351
$315K 0.07%
1,237
+231
352
$315K 0.07%
972
-21
353
$314K 0.07%
141
+18
354
$314K 0.07%
9,800
+2,390
355
$314K 0.07%
508
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356
$313K 0.07%
2,189
+149
357
$312K 0.07%
3,347
+493
358
$312K 0.07%
+3,533
359
$312K 0.07%
1,747
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360
$311K 0.07%
2,610
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361
$311K 0.07%
3,402
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362
$310K 0.07%
4,118
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363
$308K 0.07%
4,620
+532
364
$307K 0.07%
4,107
+670
365
$307K 0.07%
+2,717
366
$305K 0.07%
70,117
+1,325
367
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2,348
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368
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5,206
-187
369
$302K 0.07%
2,616
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370
$301K 0.07%
6,412
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371
$301K 0.07%
3,143
+809
372
$299K 0.07%
83,406
+33,184
373
$299K 0.07%
2,757
+537
374
$298K 0.06%
2,987
+537
375
$298K 0.06%
1,243
-6
13 14
15
16 17