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
1326
– –
-40,686
1327
– –
-5,606
1328
– –
-1,248
1329
– –
-6,915
1330
– –
-2,934
1331
– –
-577
1332
– –
-5,648
1333
– –
-1,888
1334
– –
-2,593
1335
– –
-24,617
1336
– –
-4,663
1337
– –
-10,436
1338
– –
-1,901
1339
– –
-13,501
1340
– –
-4,620
1341
– –
-2,266
1342
– –
-3,053
1343
– –
-17,550
1344
– –
-3,191
1345
– –
-10,017
1346
– –
-9
1347
– –
-13,198
1348
– –
-1,626
1349
– –
-505
1350
– –
-12,869
51 52 53
54
55