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
126
$811K 0.18%
96,061
+14,135
127
$810K 0.18%
3,972
+253
128
$801K 0.17%
47,274
+3,692
129
$801K 0.17%
+2,143
130
$791K 0.17%
3,761
+251
131
$782K 0.17%
5,292
+311
132
$776K 0.17%
5,056
-133
133
$771K 0.17%
9,015
+495
134
$771K 0.17%
3,393
+347
135
$765K 0.17%
15,303
-1,129
136
$763K 0.17%
6,616
+1,828
137
$760K 0.17%
2,932
+221
138
$744K 0.16%
167,890
+72,745
139
$739K 0.16%
12,639
+1,339
140
$735K 0.16%
6,104
-2,247
141
$730K 0.16%
57,937
+3,279
142
$729K 0.16%
1,102
+143
143
$729K 0.16%
3,367
+340
144
$726K 0.16%
326
+7
145
$725K 0.16%
21,489
-1
146
$722K 0.16%
3,054
-50
147
$721K 0.16%
25,773
-5,427
148
$720K 0.16%
7,533
+477
149
$716K 0.16%
12,690
+4,624
150
$714K 0.16%
1,000
+74
4 5
6
7 8