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
701
$716K 0.02%
48,528
-58,600
702
$715K 0.02%
3,390
+746
703
$714K 0.02%
17,896
+2,543
704
$710K 0.02%
7,431
-5,031
705
$705K 0.02%
39,384
+1,640
706
$702K 0.02%
8,881
-2,584
707
$700K 0.02%
22,551
+4,683
708
$698K 0.02%
11,238
+2,961
709
$697K 0.02%
5,209
+659
710
$694K 0.02%
3,462
+743
711
$691K 0.02%
4,585
-6,473
712
$691K 0.02%
+13,326
713
$689K 0.02%
10,204
+3,567
714
$688K 0.02%
11,191
+3,481
715
$688K 0.02%
5,478
-3,964
716
$684K 0.02%
8,368
+4,290
717
$683K 0.02%
294,169
+135,197
718
$678K 0.02%
15,238
-12,637
719
$677K 0.02%
+18,606
720
$676K 0.02%
34,849
+8,950
721
$676K 0.02%
6,642
+805
722
$675K 0.02%
36,441
+4,230
723
$674K 0.02%
17,946
-2,244
724
$673K 0.02%
7,256
+1,160
725
$673K 0.02%
11,691
+1,468
27 28
29
30 31