VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $8.86B
1-Year Est. Return 26.43%
This Quarter Est. Return
1 Year Est. Return
+26.43%
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
1
$19.3M 5.42%
166,889
+31,629
2
$16.3M 4.57%
77,463
+15,979
3
$11.9M 3.33%
75,300
+12,680
4
$6.37M 1.79%
86,900
+20,440
5
$5.05M 1.42%
+123,511
6
$4.91M 1.38%
18,728
+4,190
7
$4.76M 1.34%
+27,955
8
$4.61M 1.29%
30,972
+4,618
9
$4.34M 1.22%
31,264
+5,737
10
$4.13M 1.16%
20,672
+4,273
11
$4.1M 1.15%
50,519
+8,811
12
$3.89M 1.09%
83,361
+5,595
13
$3.85M 1.08%
13,849
+3,480
14
$3.81M 1.07%
51,880
+10,100
15
$3.51M 0.99%
24,564
+5,169
16
$3.33M 0.93%
246,280
+51,920
17
$3.19M 0.9%
10,235
+1,626
18
$2.92M 0.82%
8,630
+2,227
19
$2.88M 0.81%
9,781
+1,092
20
$2.71M 0.76%
74,820
+5,726
21
$2.71M 0.76%
+62,552
22
$2.62M 0.73%
37,708
+1,152
23
$2.48M 0.7%
17,871
+3,066
24
$2.45M 0.69%
11,489
+2,212
25
$2.37M 0.66%
+21,060
1
2 3 4 5