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
851
$521K 0.02%
+8,088
852
$519K 0.02%
+6,283
853
$518K 0.02%
15,536
+188
854
$517K 0.02%
+28,739
855
$516K 0.02%
4,640
+912
856
$515K 0.02%
7,445
-794
857
$514K 0.02%
3,403
+422
858
$513K 0.02%
12,237
-2,479
859
$512K 0.02%
20,585
+2,734
860
$511K 0.02%
22,424
+1,295
861
$511K 0.02%
13,368
-890
862
$510K 0.02%
8,364
+3,716
863
$509K 0.02%
+41,166
864
$507K 0.02%
9,107
+5,276
865
$507K 0.02%
+31,685
866
$505K 0.02%
8,259
+359
867
$505K 0.02%
13,091
+1,219
868
$502K 0.02%
+2,732
869
$500K 0.02%
8,524
+5,060
870
$500K 0.02%
60,788
-89,822
871
$499K 0.02%
11,729
+975
872
$499K 0.02%
7,680
-1,454
873
$499K 0.02%
8,589
-1,135
874
$497K 0.02%
9,007
+6,025
875
$496K 0.02%
5,355
-8,079
33 34
35
36 37