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
476
$218K 0.05%
+1,070
477
$217K 0.05%
+2,554
478
$216K 0.05%
+5,154
479
$216K 0.05%
13,154
-1,137
480
$216K 0.05%
+5,536
481
$216K 0.05%
+2,955
482
$215K 0.05%
+9,714
483
$215K 0.05%
6,367
+941
484
$214K 0.05%
+3,961
485
$213K 0.05%
+866
486
$213K 0.05%
17,944
-3,269
487
$213K 0.05%
+5,126
488
$213K 0.05%
+4,031
489
$213K 0.05%
+476
490
$212K 0.05%
+1,609
491
$210K 0.05%
+361
492
$210K 0.05%
+3,890
493
$210K 0.05%
+7,085
494
$210K 0.05%
+4,224
495
$210K 0.05%
+1,050
496
$209K 0.05%
+920
497
$208K 0.05%
+735
498
$207K 0.05%
+8,063
499
$207K 0.05%
+4,053
500
$206K 0.04%
+5,143
18 19
20
21 22