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
$356M
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$4.76M
3
+$3.66M
4
MSFT icon
Microsoft
MSFT
+$3.36M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.71M

Top Sells

1
+$470K
2
+$348K
3
+$339K
4
ATGE icon
Adtalem Global Education
ATGE
+$315K
5
BP icon
BP
BP
+$299K

Sector Composition

1 Technology 25.31%
2 Healthcare 12.44%
3 Consumer Discretionary 10.92%
4 Financials 10.81%
5 Communication Services 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.36M 0.66%
4,810
+1,329
27
$2.35M 0.66%
29,745
+8,440
28
$2.34M 0.66%
11,879
+3,882
29
$2.23M 0.63%
6,275
+1,620
30
$2.14M 0.6%
22,311
+1,032
31
$2.1M 0.59%
+18,097
32
$2.07M 0.58%
16,670
+5,645
33
$2M 0.56%
38,608
+1,749
34
$1.99M 0.56%
33,458
+20,171
35
$1.98M 0.56%
50,270
+6,415
36
$1.97M 0.55%
11,983
-234
37
$1.94M 0.55%
38,870
+8,280
38
$1.93M 0.54%
10,124
+2,345
39
$1.89M 0.53%
7,529
+2,663
40
$1.87M 0.53%
4,239
+1,797
41
$1.82M 0.51%
8,066
+1,768
42
$1.8M 0.51%
13,600
+8,327
43
$1.79M 0.5%
16,489
+3,817
44
$1.73M 0.49%
7,898
+1,380
45
$1.7M 0.48%
17,663
+2,231
46
$1.68M 0.47%
11,372
+1,458
47
$1.66M 0.46%
47,660
+7,008
48
$1.6M 0.45%
27,574
+23,962
49
$1.6M 0.45%
34,546
+9,109
50
$1.55M 0.43%
+20,512
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