VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $8.86B
1-Year Est. Return 26.43%
This Quarter Est. Return
1 Year Est. Return
+26.43%
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
51
$3.39M 0.3%
57,653
-6,983
52
$3.35M 0.3%
22,433
+1,222
53
$3.33M 0.3%
44,367
+3,273
54
$3.28M 0.29%
22,558
55
$3.26M 0.29%
14,259
-13
56
$3.25M 0.29%
47,927
+20,334
57
$3.2M 0.29%
8,326
+810
58
$3.2M 0.29%
59,292
-4,310
59
$3.2M 0.29%
45,577
+23,974
60
$3.04M 0.27%
29,919
+198
61
$3.02M 0.27%
56,621
-3,092
62
$3M 0.27%
31,631
+4,671
63
$2.87M 0.26%
10,825
+1,600
64
$2.84M 0.26%
36,181
+5,607
65
$2.84M 0.26%
6,678
+611
66
$2.82M 0.25%
16,826
-3,127
67
$2.81M 0.25%
3,869
+644
68
$2.81M 0.25%
9,587
+1,280
69
$2.81M 0.25%
32,717
+4,456
70
$2.78M 0.25%
13,692
+818
71
$2.77M 0.25%
28,441
+4,077
72
$2.73M 0.25%
46,214
+4,816
73
$2.73M 0.25%
21,234
-1,066
74
$2.68M 0.24%
4,312
+812
75
$2.66M 0.24%
8,040
+1,014
1 2
3
4 5