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
201
$553K 0.12%
5,199
+277
202
$550K 0.12%
10,947
+2,038
203
$545K 0.12%
1,265
+140
204
$543K 0.12%
2,060
+320
205
$540K 0.12%
3,811
+858
206
$539K 0.12%
92,265
+14,983
207
$527K 0.11%
85,417
+7,386
208
$524K 0.11%
1,456
+132
209
$523K 0.11%
4,427
+1,398
210
$522K 0.11%
5,283
+329
211
$522K 0.11%
2,973
+59
212
$517K 0.11%
1,260
+45
213
$515K 0.11%
10,597
-1,336
214
$514K 0.11%
2,385
+602
215
$508K 0.11%
4,344
+917
216
$507K 0.11%
22,384
+105
217
$506K 0.11%
10,861
+2,068
218
$505K 0.11%
2,335
+501
219
$505K 0.11%
6,159
+146
220
$504K 0.11%
9,497
+3,156
221
$501K 0.11%
4,188
+270
222
$496K 0.11%
9,865
-327
223
$494K 0.11%
2,446
+136
224
$489K 0.11%
5,611
+801
225
$489K 0.11%
4,068
+543
7 8
9
10 11