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
726
$600K 0.03%
24,331
+2,732
727
$598K 0.03%
28,462
+2,950
728
$598K 0.03%
32,290
+2,909
729
$596K 0.03%
18,141
+8,980
730
$595K 0.03%
8,297
+473
731
$594K 0.03%
8,414
-586
732
$593K 0.03%
12,216
+1,202
733
$592K 0.03%
16,637
-6,742
734
$592K 0.03%
42,186
+9,373
735
$591K 0.03%
63,894
+45,361
736
$591K 0.03%
16,555
+464
737
$590K 0.03%
23,835
+5,197
738
$590K 0.03%
25,269
-6,627
739
$589K 0.03%
26,622
+10,495
740
$589K 0.03%
5,276
+3,240
741
$589K 0.03%
4,959
+1,224
742
$586K 0.03%
59,055
+11,492
743
$584K 0.03%
10,348
+6,503
744
$582K 0.03%
6,391
+4,282
745
$582K 0.03%
2,408
-401
746
$580K 0.03%
25,520
+8,051
747
$579K 0.03%
8,866
+894
748
$579K 0.03%
21,973
749
$577K 0.03%
+7,879
750
$575K 0.03%
25,735
+1,653
28 29
30
31 32