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
451
$239K 0.05%
+2,199
452
$238K 0.05%
+1,800
453
$238K 0.05%
+4,949
454
$237K 0.05%
+703
455
$237K 0.05%
+1,615
456
$235K 0.05%
+7,790
457
$235K 0.05%
14,291
-1,302
458
$233K 0.05%
3,219
+143
459
$233K 0.05%
+943
460
$232K 0.05%
63,515
+1,512
461
$229K 0.05%
+4,794
462
$228K 0.05%
8,167
+220
463
$227K 0.05%
+5,346
464
$226K 0.05%
+1,448
465
$225K 0.05%
+4,055
466
$224K 0.05%
+1,849
467
$222K 0.05%
+1,492
468
$222K 0.05%
+2,708
469
$221K 0.05%
7,318
-113
470
$220K 0.05%
+6,735
471
$219K 0.05%
+1,429
472
$219K 0.05%
+1,260
473
$218K 0.05%
+4,908
474
$218K 0.05%
3,076
-434
475
$218K 0.05%
+2,990
17 18
19
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