VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $10.3B
1-Year Est. Return 32.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.88B
AUM Growth
+$456M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,528
New
Increased
Reduced
Closed

Top Buys

1
+$9.63M
2
+$7.68M
3
+$6.8M
4
TSLA icon
Tesla
TSLA
+$6.7M
5
MSFT icon
Microsoft
MSFT
+$5.46M

Top Sells

1
+$6.47M
2
+$5.87M
3
+$5.34M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.95M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.57M

Sector Composition

1 Technology 26.42%
2 Healthcare 13.48%
3 Financials 12.37%
4 Consumer Discretionary 10.93%
5 Industrials 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1.06M 0.04%
7,246
+3,349
502
$1.06M 0.04%
398,503
+334,644
503
$1.05M 0.04%
16,664
-331
504
$1.05M 0.04%
6,765
-1,280
505
$1.05M 0.04%
7,456
+702
506
$1.05M 0.04%
6,427
+2,257
507
$1.04M 0.04%
12,730
-8,463
508
$1.04M 0.04%
24,145
+289
509
$1.04M 0.04%
15,610
-7,362
510
$1.04M 0.04%
3,275
+491
511
$1.04M 0.04%
18,845
+4,862
512
$1.03M 0.04%
9,235
-448
513
$1.03M 0.04%
8,020
-10
514
$1.03M 0.04%
184
+13
515
$1.02M 0.04%
14,883
-10,626
516
$1.02M 0.04%
37,341
+5,146
517
$1.02M 0.04%
17,536
+1,276
518
$1.02M 0.04%
31,409
-8,250
519
$1.02M 0.04%
6,971
+1,239
520
$1.02M 0.04%
16,050
-3,879
521
$1.02M 0.04%
49,344
+36,020
522
$1.02M 0.04%
12,607
+1,149
523
$1.01M 0.04%
18,737
+13,823
524
$1.01M 0.04%
5,923
+653
525
$1.01M 0.04%
15,060
+2,457
19 20
21
22 23