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
176
$615K 0.13%
7,426
+1,021
177
$610K 0.13%
2,290
+458
178
$610K 0.13%
3,322
-1,167
179
$609K 0.13%
4,085
+797
180
$607K 0.13%
21,499
-1,434
181
$603K 0.13%
+5,101
182
$600K 0.13%
4,449
+138
183
$593K 0.13%
2,179
+85
184
$592K 0.13%
2,418
+429
185
$591K 0.13%
231,676
-5,882
186
$588K 0.13%
3,548
-658
187
$586K 0.13%
2,821
+695
188
$579K 0.13%
8,478
+969
189
$578K 0.13%
1,196
-48
190
$578K 0.13%
204,492
-11,126
191
$576K 0.13%
1,983
+465
192
$576K 0.13%
15,528
+382
193
$566K 0.12%
4,149
+616
194
$566K 0.12%
7,048
+880
195
$563K 0.12%
336
+62
196
$560K 0.12%
4,724
-233
197
$560K 0.12%
13,926
+2,963
198
$556K 0.12%
12,512
+1,190
199
$555K 0.12%
3,925
+600
200
$554K 0.12%
3,422
+128
6 7
8
9 10