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
$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
1
$54.3M 4.88%
384,008
+91,114
2
$48.7M 4.38%
172,724
+27,878
3
$30.5M 2.74%
185,880
+46,380
4
$24M 2.15%
179,400
+27,860
5
$17.7M 1.59%
52,107
+8,812
6
$12.8M 1.15%
49,608
+20,028
7
$12.5M 1.12%
93,580
+16,560
8
$11.4M 1.03%
51,448
+22,661
9
$10.9M 0.98%
523,930
+121,530
10
$10.2M 0.92%
39,295
+1,830
11
$9.45M 0.85%
57,720
+19,334
12
$8.48M 0.76%
14,737
+1,976
13
$8.17M 0.73%
50,589
+8,731
14
$8.12M 0.73%
20,771
+3,077
15
$8.05M 0.72%
36,148
+1,590
16
$8.02M 0.72%
29,372
+4,216
17
$7.89M 0.71%
24,053
+5,216
18
$7.85M 0.71%
56,148
+12,086
19
$7.03M 0.63%
139,236
-278
20
$6.41M 0.58%
14,273
+1,400
21
$6.27M 0.56%
37,057
+19,180
22
$5.9M 0.53%
10,321
+1,237
23
$5.86M 0.53%
16,843
+2,515
24
$5.85M 0.53%
9,590
+2,764
25
$5.81M 0.52%
21,530
+2,819
1
2 3 4 5