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
$2.16B
AUM Growth
+$93.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,358
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$27.9M
3
+$12.9M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$10.3M
5
TSLA icon
Tesla
TSLA
+$9.24M

Top Sells

1
+$1.93M
2
+$1.9M
3
+$1.8M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.46M
5
WMT icon
Walmart Inc
WMT
+$1.32M

Sector Composition

1 Technology 25.16%
2 Healthcare 14.14%
3 Financials 12.58%
4 Consumer Discretionary 10.63%
5 Industrials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$722K 0.03%
15,740
+243
627
$721K 0.03%
31,031
+3,112
628
$719K 0.03%
16,435
+2,580
629
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630
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4,017
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631
$715K 0.03%
7,510
+203
632
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2,374
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633
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6,289
+2,034
634
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51,470
+12,142
635
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10,100
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636
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137,003
+38,422
637
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638
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4,356
-929
639
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31,550
+20,025
640
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18,178
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644
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645
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646
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23,437
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647
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12,859
-1,755
648
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12,743
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649
$693K 0.03%
+2,602
650
$692K 0.03%
9,865
+150
24 25
26
27 28