VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $9.76B
1-Year Est. Return 32.27%
This Quarter Est. Return
1 Year Est. Return
+32.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$460M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
588
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.4M
3
+$2.04M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.73M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.5M

Top Sells

1
+$7.44M
2
+$1.5M
3
+$1.21M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$1.17M
5
TGT icon
Target
TGT
+$1.14M

Sector Composition

1 Technology 25.06%
2 Financials 12.02%
3 Healthcare 11.49%
4 Consumer Discretionary 10.84%
5 Communication Services 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.27M 0.28%
7,919
+175
77
$1.26M 0.27%
10,755
+1,549
78
$1.24M 0.27%
18,174
+600
79
$1.24M 0.27%
14,364
+2,543
80
$1.24M 0.27%
1,711
+453
81
$1.24M 0.27%
4,527
+630
82
$1.23M 0.27%
13,551
+290
83
$1.2M 0.26%
25,370
+3,810
84
$1.16M 0.25%
12,595
+1,302
85
$1.15M 0.25%
3,027
+549
86
$1.15M 0.25%
56,710
+5,365
87
$1.14M 0.25%
28,812
+4,137
88
$1.13M 0.25%
18,269
+2,406
89
$1.11M 0.24%
2,019
+177
90
$1.07M 0.23%
6,351
+302
91
$1.06M 0.23%
35,478
+6,150
92
$1.05M 0.23%
4,682
-214
93
$1.04M 0.23%
19,710
-1,004
94
$1.04M 0.23%
22,231
-833
95
$1.02M 0.22%
4,162
+506
96
$1.01M 0.22%
12,192
97
$1M 0.22%
5,494
+758
98
$995K 0.22%
3,508
+117
99
$987K 0.21%
7,573
-457
100
$986K 0.21%
18,790
+1,270
2 3
4
5 6