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
401
$275K 0.06%
23,045
+6,869
402
$275K 0.06%
+616
403
$275K 0.06%
24,641
+983
404
$271K 0.06%
1,942
-17
405
$271K 0.06%
+1,047
406
$270K 0.06%
+6,257
407
$269K 0.06%
4,780
+552
408
$269K 0.06%
3,754
409
$269K 0.06%
+1,617
410
$269K 0.06%
2,071
+55
411
$267K 0.06%
87,530
+908
412
$266K 0.06%
23,719
+1,032
413
$265K 0.06%
+648
414
$265K 0.06%
+1,755
415
$262K 0.06%
+6,100
416
$261K 0.06%
20,248
-817
417
$260K 0.06%
+1,340
418
$260K 0.06%
+6,904
419
$260K 0.06%
+4,924
420
$260K 0.06%
956
+239
421
$259K 0.06%
+4,789
422
$258K 0.06%
+3,685
423
$257K 0.06%
483
+22
424
$256K 0.06%
+3,617
425
$256K 0.06%
+3,836
15 16
17
18 19