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
$356M
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$4.76M
3
+$3.66M
4
MSFT icon
Microsoft
MSFT
+$3.36M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.71M

Top Sells

1
+$470K
2
+$348K
3
+$339K
4
ATGE icon
Adtalem Global Education
ATGE
+$315K
5
BP icon
BP
BP
+$299K

Sector Composition

1 Technology 25.31%
2 Healthcare 12.44%
3 Consumer Discretionary 10.92%
4 Financials 10.81%
5 Communication Services 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$773K 0.22%
11,020
+2,670
102
$770K 0.22%
3,391
+278
103
$767K 0.22%
57,108
104
$766K 0.21%
13,261
-684
105
$762K 0.21%
3,656
+487
106
$752K 0.21%
+5,189
107
$750K 0.21%
+6,775
108
$743K 0.21%
7,385
+3,129
109
$743K 0.21%
+9,646
110
$740K 0.21%
+47,138
111
$736K 0.21%
3,510
+501
112
$730K 0.2%
4,417
+1,435
113
$728K 0.2%
11,802
+3,814
114
$723K 0.2%
7,641
+2,372
115
$720K 0.2%
33,424
+3,884
116
$719K 0.2%
3,719
+2,004
117
$715K 0.2%
21,560
+5,600
118
$714K 0.2%
4,206
-216
119
$709K 0.2%
1,258
+334
120
$706K 0.2%
4,736
+792
121
$704K 0.2%
926
+569
122
$703K 0.2%
11,821
+4,296
123
$702K 0.2%
1,946
+656
124
$699K 0.2%
6,177
+2,910
125
$696K 0.2%
1,244
+144
3 4
5
6 7