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
551
$74K 0.02%
10,761
+170
552
$72K 0.02%
22,889
+7,447
553
$61K 0.01%
11,298
-3,380
554
$58K 0.01%
24,470
-1,632
555
$48K 0.01%
+10,656
556
$45K 0.01%
11,552
+1,201
557
$32K 0.01%
849
+151
558
– –
-11,905
559
– –
-6,741
560
– –
-2,742
561
– –
-7,246
562
– –
-4,382
563
– –
-6,096
564
– –
-7,894
565
– –
-14,435
566
– –
-12,282
567
– –
-1,479
568
– –
-60,369
569
– –
-120,696
570
– –
-6,096
571
– –
-3,232
572
– –
-10,768
573
– –
-7,321
574
– –
-2,944
575
– –
-4,073
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