VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $10.3B
1-Year Est. Return 32.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.09%
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
126
$3.09M 0.14%
5,228
+1,281
127
$3.07M 0.14%
6,449
+1,250
128
$3.06M 0.14%
43,800
+12,875
129
$3.04M 0.14%
15,301
-96
130
$3.04M 0.14%
76,683
+22,050
131
$3.03M 0.14%
4,618
+928
132
$3.01M 0.14%
14,696
+625
133
$3M 0.14%
71,355
+12,660
134
$2.99M 0.14%
6,392
+1,650
135
$2.98M 0.14%
13,148
+6,846
136
$2.97M 0.14%
38,188
+3,547
137
$2.97M 0.14%
71,356
-552
138
$2.97M 0.14%
12,101
+3,799
139
$2.95M 0.14%
1,371
+470
140
$2.94M 0.14%
18,432
+9,238
141
$2.93M 0.14%
13,154
+2,663
142
$2.89M 0.13%
36,350
+7,549
143
$2.89M 0.13%
60,910
+11,796
144
$2.85M 0.13%
6,902
+4,586
145
$2.83M 0.13%
34,344
+9,168
146
$2.79M 0.13%
108,080
+5,447
147
$2.73M 0.13%
10,123
+1,888
148
$2.72M 0.13%
33,246
+418
149
$2.71M 0.13%
17,654
-2,254
150
$2.71M 0.13%
22,820
+6,264
4 5
6
7 8