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
951
$427K 0.01%
4,446
-547
952
$427K 0.01%
6,244
+2,277
953
$427K 0.01%
4,317
+612
954
$425K 0.01%
1,876
+488
955
$424K 0.01%
11,534
+1,766
956
$422K 0.01%
13,597
-1,519
957
$422K 0.01%
4,818
+673
958
$418K 0.01%
13,645
-4,489
959
$418K 0.01%
7,598
-4,045
960
$418K 0.01%
97,098
+5,625
961
$417K 0.01%
1,298
+91
962
$416K 0.01%
9,469
-317
963
$414K 0.01%
7,947
-15,963
964
$413K 0.01%
+7,643
965
$412K 0.01%
22,190
+514
966
$411K 0.01%
7,039
+686
967
$409K 0.01%
30,513
+11,588
968
$409K 0.01%
+7,973
969
$409K 0.01%
+7,118
970
$408K 0.01%
5,645
-3,249
971
$407K 0.01%
+7,226
972
$406K 0.01%
10,232
+6,943
973
$406K 0.01%
13,128
+2,245
974
$405K 0.01%
23,358
-6,606
975
$405K 0.01%
1,087
+21
37 38
39
40 41