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
$2.16B
AUM Growth
+$93.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,359
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$26.4M
3
+$11M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$9.55M
5
TSLA icon
Tesla
TSLA
+$7.6M

Top Sells

1
+$1.93M
2
+$1.8M
3
+$1.74M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.34M
5
PBCT
People's United Financial Inc
PBCT
+$1.26M

Sector Composition

1 Technology 25.19%
2 Healthcare 14.14%
3 Financials 12.55%
4 Consumer Discretionary 10.63%
5 Industrials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$131M 6.08%
959,645
+218,135
2
$109M 5.04%
423,891
+102,964
3
$48.1M 2.23%
452,743
+103,303
4
$42.1M 1.95%
386,400
+69,020
5
$30.2M 1.4%
276,000
+87,280
6
$29.5M 1.36%
131,250
+33,849
7
$24.1M 1.12%
46,930
+10,124
8
$23.7M 1.1%
133,245
+29,267
9
$22M 1.02%
1,449,360
+429,490
10
$18.6M 0.86%
94,467
+22,755
11
$18.4M 0.85%
114,220
+25,208
12
$16.7M 0.77%
60,803
+14,759
13
$16.4M 0.76%
113,849
+11,829
14
$15.6M 0.72%
57,314
+4,459
15
$14.8M 0.68%
46,814
+10,627
16
$14.4M 0.67%
44,413
+10,195
17
$14.2M 0.66%
125,907
+23,729
18
$14.2M 0.66%
270,267
+68,866
19
$14.1M 0.66%
92,331
+18,198
20
$13M 0.6%
23,890
+5,860
21
$12.8M 0.59%
26,800
+4,505
22
$12.3M 0.57%
195,974
+49,876
23
$11.8M 0.55%
137,680
+32,903
24
$11.5M 0.53%
126,454
+34,762
25
$11M 0.51%
65,968
+15,730
1
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