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
501
$206K 0.04%
+9,984
502
$206K 0.04%
+3,991
503
$206K 0.04%
9,437
-794
504
$204K 0.04%
5,773
-452
505
$204K 0.04%
+2,193
506
$204K 0.04%
+888
507
$204K 0.04%
+2,384
508
$203K 0.04%
+21,700
509
$203K 0.04%
+523
510
$202K 0.04%
+1,156
511
$201K 0.04%
+6,328
512
$200K 0.04%
+3,479
513
$199K 0.04%
10,200
-126
514
$195K 0.04%
19,886
-28
515
$188K 0.04%
11,523
516
$185K 0.04%
+11,495
517
$182K 0.04%
39,874
-378
518
$176K 0.04%
34,155
+2,266
519
$171K 0.04%
19,422
+286
520
$170K 0.04%
15,384
+663
521
$168K 0.04%
13,011
+627
522
$158K 0.03%
17,192
-574
523
$157K 0.03%
+10,042
524
$154K 0.03%
26,883
+28
525
$143K 0.03%
36,450
+2,065
19 20
21
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