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
101
$983K 0.21%
3,220
+783
102
$965K 0.21%
114,460
+1,405
103
$962K 0.21%
2,996
+411
104
$952K 0.21%
23,607
+1,067
105
$951K 0.21%
11,592
+572
106
$946K 0.21%
3,461
+268
107
$934K 0.2%
9,448
+1,807
108
$927K 0.2%
20,350
+5,940
109
$914K 0.2%
5,524
+1,107
110
$911K 0.2%
7,775
-10,322
111
$909K 0.2%
4,247
+334
112
$904K 0.2%
13,195
+2,391
113
$901K 0.2%
6,164
+43
114
$891K 0.19%
14,306
+330
115
$883K 0.19%
19,204
+102
116
$866K 0.19%
57,108
117
$849K 0.18%
56,987
+5,445
118
$845K 0.18%
8,482
+1,097
119
$833K 0.18%
5,411
+93
120
$830K 0.18%
9,828
+1,731
121
$826K 0.18%
38,033
+4,609
122
$819K 0.18%
6,942
+765
123
$818K 0.18%
29,877
+5,442
124
$816K 0.18%
2,483
+537
125
$816K 0.18%
+3,948
3 4
5
6 7