VPIM
Vanguard Personalized Indexing Management Portfolio holdings
AUM
$8.86B
1-Year Return
26.43%
This Quarter Return
+10.65%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$2.88B
AUM Growth
+$456M
(+19%)
Cap. Flow
+$284M
Cap. Flow
% of AUM
9.85%
Top 10 Holdings %
Top 10 Hldgs %
21.94%
Holding
1,528
New
249
Increased
847
Reduced
360
Closed
62
Top Buys
| 1 |
Amazon
AMZN
|
$10.3M |
| 2 |
Apple
AAPL
|
$8.58M |
| 3 |
Tesla
TSLA
|
$7.97M |
| 4 |
NVIDIA
NVDA
|
$6.89M |
| 5 |
Meta Platforms (Facebook)
META
|
$6.73M |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
$6.21M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$5.97M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$5.34M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$2.95M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.57M |
Sector Composition
| 1 | Technology | 26.43% |
| 2 | Healthcare | 13.48% |
| 3 | Financials | 12.37% |
| 4 | Consumer Discretionary | 10.93% |
| 5 | Industrials | 9.13% |
