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
$1.11B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,078
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$7.86M
3
+$7.62M
4
TSLA icon
Tesla
TSLA
+$5.18M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.03M

Top Sells

1
+$1.03M
2
+$979K
3
+$882K
4
FANG icon
Diamondback Energy
FANG
+$774K
5
FIVN icon
FIVE9
FIVN
+$613K

Sector Composition

1 Technology 24.55%
2 Financials 13.12%
3 Healthcare 12.03%
4 Consumer Discretionary 11.15%
5 Communication Services 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$488K 0.04%
+10,363
527
$487K 0.04%
33,192
+12,319
528
$486K 0.04%
13,330
+1,434
529
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530
$483K 0.04%
10,111
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531
$483K 0.04%
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532
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109,478
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533
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1,212
+537
534
$481K 0.04%
19,228
-4,855
535
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2,419
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536
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5,262
-1,360
537
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3,278
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538
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539
$478K 0.04%
3,574
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540
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4,202
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541
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546
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5,289
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547
$467K 0.04%
15,795
-1,581
548
$466K 0.04%
10,584
-2,547
549
$466K 0.04%
1,017
+277
550
$466K 0.04%
29,233
+5,606
20 21
22
23 24