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
26
$2.89M 0.63%
22,558
+1,498
27
$2.83M 0.61%
13,285
+1,302
28
$2.8M 0.61%
12,084
+595
29
$2.78M 0.6%
5,557
+747
30
$2.75M 0.6%
7,302
+1,027
31
$2.63M 0.57%
24,359
+22,212
32
$2.58M 0.56%
20,268
+2,605
33
$2.45M 0.53%
31,333
+1,588
34
$2.37M 0.51%
5,081
+842
35
$2.32M 0.5%
11,766
+1,642
36
$2.3M 0.5%
8,816
+750
37
$2.3M 0.5%
43,883
+9,337
38
$2.27M 0.49%
9,768
-13
39
$2.27M 0.49%
41,960
+3,090
40
$2.11M 0.46%
19,266
+2,777
41
$2.04M 0.44%
13,404
+3,154
42
$2.04M 0.44%
+12,356
43
$1.97M 0.43%
33,520
+62
44
$1.94M 0.42%
8,720
+1,191
45
$1.88M 0.41%
11,139
-233
46
$1.88M 0.41%
42,012
-8,258
47
$1.82M 0.4%
11,765
-1,835
48
$1.81M 0.39%
59,790
+13,391
49
$1.77M 0.38%
20,512
50
$1.77M 0.38%
10,758
+1,583
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