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
526
$141K 0.03%
2,215
+682
527
$140K 0.03%
15,990
+83
528
$139K 0.03%
7,248
+69
529
$137K 0.03%
27,037
+443
530
$134K 0.03%
27,202
-2,336
531
$134K 0.03%
68,567
+11,560
532
$129K 0.03%
42,176
+5,086
533
$127K 0.03%
+11,330
534
$126K 0.03%
15,636
-14
535
$126K 0.03%
17,130
+93
536
$125K 0.03%
+10,525
537
$123K 0.03%
20,721
-2,111
538
$122K 0.03%
13,585
-3,159
539
$120K 0.03%
21,373
+304
540
$112K 0.02%
30,154
+2,348
541
$111K 0.02%
72,943
+7,946
542
$107K 0.02%
18,787
+6,551
543
$103K 0.02%
11,482
-203
544
$96K 0.02%
40,965
+4,050
545
$93K 0.02%
+10,014
546
$92K 0.02%
18,822
-35
547
$88K 0.02%
19,880
+7,501
548
$83K 0.02%
17,828
+3,194
549
$82K 0.02%
13,541
+1,426
550
$76K 0.02%
11,006
20 21
22
23 24