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
1001
$287K 0.01%
1,718
-1,681
1002
$287K 0.01%
2,836
-2,099
1003
$286K 0.01%
1,454
+371
1004
$285K 0.01%
14,499
+443
1005
$285K 0.01%
7,235
+1,960
1006
$282K 0.01%
37,236
+6,549
1007
$281K 0.01%
+3,171
1008
$280K 0.01%
30,916
-237
1009
$279K 0.01%
+4,007
1010
$279K 0.01%
17,935
-1,827
1011
$278K 0.01%
+8,198
1012
$277K 0.01%
10,496
-137
1013
$276K 0.01%
7,373
-2,871
1014
$275K 0.01%
34,308
+10,804
1015
$274K 0.01%
8,951
+2,286
1016
$274K 0.01%
2,357
-1,590
1017
$271K 0.01%
5,751
+1,336
1018
$271K 0.01%
4,541
-4,755
1019
$270K 0.01%
12,086
+1,475
1020
$268K 0.01%
7,790
+2,983
1021
$266K 0.01%
2,904
+700
1022
$266K 0.01%
+14,919
1023
$266K 0.01%
8,367
-8,014
1024
$266K 0.01%
+4,324
1025
$264K 0.01%
+6,981
39 40
41
42 43