VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $10.3B
1-Year Est. Return 32.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.08%
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
1251
$7K ﹤0.01%
4,101
-578
1252
$5K ﹤0.01%
+377
1253
$5K ﹤0.01%
+457
1254
$5K ﹤0.01%
+26
1255
$5K ﹤0.01%
+21,377
1256
$4K ﹤0.01%
+287
1257
$4K ﹤0.01%
+599
1258
$4K ﹤0.01%
+530
1259
$4K ﹤0.01%
+10,298
1260
$3K ﹤0.01%
12,114
-3,784
1261
$3K ﹤0.01%
+12
1262
$3K ﹤0.01%
+6
1263
– –
-4,380
1264
– –
-13,498
1265
– –
-12,835
1266
– –
-15,622
1267
– –
-1,874
1268
– –
-9,142
1269
– –
-4,446
1270
– –
-8,397
1271
– –
-28,168
1272
– –
-1,323
1273
– –
-20,119
1274
– –
-11,722
1275
– –
-6,103
49 50
51
52 53