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
1026
$262K 0.01%
23,982
-34,252
1027
$261K 0.01%
3,516
-4,332
1028
$259K 0.01%
46,476
+36
1029
$258K 0.01%
8,145
+2,750
1030
$257K 0.01%
2,264
-2,913
1031
$257K 0.01%
8,018
+2,035
1032
$256K 0.01%
+3,959
1033
$256K 0.01%
1,942
+599
1034
$255K 0.01%
10,493
+3,074
1035
$255K 0.01%
+9,916
1036
$254K 0.01%
+6,626
1037
$254K 0.01%
+7,725
1038
$253K 0.01%
+6,642
1039
$251K 0.01%
15,249
+1,601
1040
$251K 0.01%
14,169
+1,287
1041
$251K 0.01%
10,896
+1,787
1042
$250K 0.01%
10,100
-334
1043
$250K 0.01%
3,385
+1,079
1044
$250K 0.01%
11,525
+1,444
1045
$249K 0.01%
4,765
-103
1046
$249K 0.01%
10,138
+16
1047
$249K 0.01%
4,930
+210
1048
$248K 0.01%
+11,562
1049
$248K 0.01%
9,107
-12,259
1050
$246K 0.01%
+5,582
40 41
42
43 44