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
$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
1
$25.3M 5.51%
190,790
+23,901
2
$18.3M 3.98%
82,199
+4,736
3
$13.6M 2.96%
83,660
+8,360
4
$8.96M 1.95%
102,300
+15,400
5
$6.57M 1.43%
139,209
+15,698
6
$6.28M 1.37%
26,703
+2,139
7
$5.93M 1.29%
21,707
+2,979
8
$5.58M 1.21%
51,132
+613
9
$5.5M 1.2%
28,269
+314
10
$4.98M 1.08%
22,763
+2,091
11
$4.79M 1.04%
30,450
-522
12
$4.73M 1.03%
54,000
+2,120
13
$4.43M 0.96%
31,868
+604
14
$4.21M 0.92%
87,621
+4,260
15
$4.1M 0.89%
15,421
+1,572
16
$4.08M 0.89%
11,634
+1,399
17
$3.54M 0.77%
70,660
+8,108
18
$3.48M 0.76%
9,750
+1,120
19
$3.46M 0.75%
265,280
+19,000
20
$3.36M 0.73%
34,576
+12,265
21
$3.13M 0.68%
81,088
+6,268
22
$3.08M 0.67%
17,010
+340
23
$3M 0.65%
38,915
+1,207
24
$2.94M 0.64%
12,562
+683
25
$2.9M 0.63%
19,537
+1,666
1
2 3 4 5