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
901
$476K 0.02%
+2,720
902
$476K 0.02%
16,046
+5,507
903
$475K 0.02%
2,135
-2,963
904
$474K 0.02%
25,981
-1,186
905
$471K 0.02%
+8,035
906
$471K 0.02%
13,371
+4,584
907
$471K 0.02%
+17,253
908
$469K 0.02%
11,223
+3,180
909
$467K 0.02%
10,857
-1,714
910
$466K 0.02%
+14,617
911
$465K 0.02%
5,172
+1,551
912
$465K 0.02%
+11,369
913
$464K 0.02%
16,488
+8,464
914
$464K 0.02%
5,967
-609
915
$464K 0.02%
9,527
+3,193
916
$459K 0.02%
12,553
+922
917
$458K 0.02%
45,154
+1,100
918
$458K 0.02%
5,870
+2,349
919
$457K 0.02%
9,348
+5,183
920
$457K 0.02%
2,762
+1,373
921
$456K 0.02%
39,319
-8,992
922
$455K 0.02%
5,658
-1,735
923
$455K 0.02%
+9,343
924
$453K 0.02%
25,607
+11,324
925
$450K 0.02%
+20,732
35 36
37
38 39