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
51
$1.74M 0.38%
8,345
+836
52
$1.73M 0.38%
16,181
-134
53
$1.73M 0.38%
49,594
+1,934
54
$1.73M 0.38%
12,226
+1,681
55
$1.73M 0.38%
+5,028
56
$1.72M 0.37%
7,999
+101
57
$1.7M 0.37%
24,646
+17,281
58
$1.69M 0.37%
3,463
+252
59
$1.68M 0.36%
33,643
-4,965
60
$1.67M 0.36%
27,127
+10,108
61
$1.66M 0.36%
7,636
+626
62
$1.65M 0.36%
9,385
+667
63
$1.63M 0.35%
37,210
+4,770
64
$1.53M 0.33%
25,343
+13,541
65
$1.5M 0.33%
13,300
+480
66
$1.5M 0.33%
+24,224
67
$1.49M 0.32%
6,468
+743
68
$1.48M 0.32%
25,268
-2,306
69
$1.47M 0.32%
39,810
+3,009
70
$1.42M 0.31%
14,987
+41
71
$1.35M 0.29%
24,606
+1,323
72
$1.35M 0.29%
20,854
+193
73
$1.31M 0.29%
+23,737
74
$1.31M 0.28%
88,100
+7,547
75
$1.29M 0.28%
12,018
+1,285
1 2
3
4 5