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
426
$254K 0.06%
+1,344
427
$254K 0.06%
+1,100
428
$253K 0.06%
+4,092
429
$252K 0.05%
9,796
+28
430
$252K 0.05%
+5,322
431
$252K 0.05%
+1,683
432
$251K 0.05%
2,589
-12,044
433
$251K 0.05%
+1,747
434
$251K 0.05%
28,333
+4,084
435
$250K 0.05%
2,174
+143
436
$250K 0.05%
+3,642
437
$250K 0.05%
5,997
-358
438
$249K 0.05%
+1,910
439
$248K 0.05%
22,499
+7,790
440
$247K 0.05%
+2,547
441
$247K 0.05%
+6,535
442
$247K 0.05%
+1,068
443
$247K 0.05%
+1,129
444
$246K 0.05%
4,077
+326
445
$244K 0.05%
+16,156
446
$243K 0.05%
+5,680
447
$242K 0.05%
+2,172
448
$241K 0.05%
+9,890
449
$240K 0.05%
2,996
-213
450
$239K 0.05%
3,244
+238
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