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
$356M
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$4.76M
3
+$3.66M
4
MSFT icon
Microsoft
MSFT
+$3.36M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.71M

Top Sells

1
+$470K
2
+$348K
3
+$339K
4
ATGE icon
Adtalem Global Education
ATGE
+$315K
5
BP icon
BP
BP
+$299K

Sector Composition

1 Technology 25.31%
2 Healthcare 12.44%
3 Consumer Discretionary 10.92%
4 Financials 10.81%
5 Communication Services 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$436K 0.12%
78,031
+23,844
202
$431K 0.12%
8,310
+50
203
$429K 0.12%
9,952
+1,673
204
$424K 0.12%
3,520
+1,078
205
$424K 0.12%
2,094
+659
206
$419K 0.12%
18,733
+9,593
207
$417K 0.12%
6,013
+910
208
$417K 0.12%
+1,659
209
$416K 0.12%
5,096
+329
210
$412K 0.12%
11,322
+3,686
211
$404K 0.11%
6,168
+1,440
212
$404K 0.11%
15,187
-5,306
213
$400K 0.11%
1,832
+493
214
$399K 0.11%
5,146
+509
215
$398K 0.11%
1,324
+481
216
$398K 0.11%
+5,479
217
$397K 0.11%
1,800
+543
218
$394K 0.11%
2,126
+581
219
$393K 0.11%
+2,944
220
$393K 0.11%
3,427
+1,050
221
$392K 0.11%
1,348
+133
222
$384K 0.11%
+3,861
223
$384K 0.11%
6,050
+1,147
224
$383K 0.11%
6,163
-650
225
$383K 0.11%
4,729
+1,346
7 8
9
10 11