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
$1.11B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,078
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$7.86M
3
+$7.62M
4
TSLA icon
Tesla
TSLA
+$5.18M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.03M

Top Sells

1
+$1.03M
2
+$979K
3
+$882K
4
FANG icon
Diamondback Energy
FANG
+$774K
5
FIVN icon
FIVE9
FIVN
+$613K

Sector Composition

1 Technology 24.55%
2 Financials 13.12%
3 Healthcare 12.03%
4 Consumer Discretionary 11.15%
5 Communication Services 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.12M 0.1%
34,446
+10,609
202
$1.12M 0.1%
25,134
+3,226
203
$1.1M 0.1%
17,836
-1,398
204
$1.09M 0.1%
15,918
+6,102
205
$1.09M 0.1%
8,832
-1,094
206
$1.08M 0.1%
4,509
+1,301
207
$1.08M 0.1%
4,639
+399
208
$1.07M 0.1%
13,747
209
$1.07M 0.1%
+10,367
210
$1.07M 0.1%
3,737
+456
211
$1.06M 0.1%
12,899
+1,583
212
$1.05M 0.09%
1,849
+110
213
$1.04M 0.09%
7,733
+897
214
$1.04M 0.09%
29,309
+3,271
215
$1.04M 0.09%
5,386
+401
216
$1.03M 0.09%
12,548
+28
217
$1.03M 0.09%
25,498
+242
218
$1.03M 0.09%
11,372
+1,102
219
$1.03M 0.09%
13,097
+7,031
220
$1.03M 0.09%
29,588
+3,044
221
$1.02M 0.09%
2,433
-205
222
$1.02M 0.09%
1,578
-263
223
$1.02M 0.09%
171,419
+18,131
224
$1.01M 0.09%
3,802
+1,530
225
$991K 0.09%
3,044
+671
7 8
9
10 11