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
376
$298K 0.06%
+5,945
377
$296K 0.06%
3,594
+918
378
$294K 0.06%
2,968
-130
379
$294K 0.06%
5,514
-19
380
$294K 0.06%
804
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381
$294K 0.06%
3,070
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382
$293K 0.06%
+8,096
383
$292K 0.06%
9,675
+1,275
384
$291K 0.06%
5,933
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385
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1,183
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386
$290K 0.06%
2,214
-152
387
$290K 0.06%
3,859
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388
$288K 0.06%
1,997
+150
389
$288K 0.06%
+4,683
390
$288K 0.06%
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391
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$284K 0.06%
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394
$280K 0.06%
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395
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4,539
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396
$279K 0.06%
10,937
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397
$278K 0.06%
11,741
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398
$278K 0.06%
4,308
+333
399
$277K 0.06%
234
+63
400
$275K 0.06%
+2,009
14 15
16
17 18