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
151
$713K 0.16%
+8,258
152
$709K 0.15%
2,636
+551
153
$703K 0.15%
17,055
+3,074
154
$700K 0.15%
5,790
+966
155
$699K 0.15%
1,968
+448
156
$696K 0.15%
11,948
+1,082
157
$695K 0.15%
8,680
+370
158
$692K 0.15%
45,624
+19,350
159
$689K 0.15%
2,035
+217
160
$682K 0.15%
19,047
-3,537
161
$679K 0.15%
2,781
+152
162
$670K 0.15%
9,663
+17
163
$668K 0.15%
3,207
+340
164
$665K 0.14%
7,137
+1,092
165
$665K 0.14%
46,630
+1,860
166
$663K 0.14%
5,396
+125
167
$658K 0.14%
21,762
+1,110
168
$648K 0.14%
5,694
+913
169
$638K 0.14%
6,876
+2,147
170
$633K 0.14%
7,894
+215
171
$629K 0.14%
27,632
-781
172
$627K 0.14%
2,678
-153
173
$619K 0.13%
10,041
+89
174
$618K 0.13%
3,879
+182
175
$618K 0.13%
8,222
+2,064
5 6
7
8 9