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
$2.88B
AUM Growth
+$456M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,528
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$8.58M
3
+$7.97M
4
NVDA icon
NVIDIA
NVDA
+$6.89M
5
META icon
Meta Platforms (Facebook)
META
+$6.73M

Top Sells

1
+$6.21M
2
+$5.97M
3
+$5.34M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.95M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.57M

Sector Composition

1 Technology 26.43%
2 Healthcare 13.48%
3 Financials 12.37%
4 Consumer Discretionary 10.93%
5 Industrials 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$181M 6.29%
1,097,427
+52,059
2
$146M 5.06%
505,483
+21,402
3
$59.4M 2.06%
575,245
+99,680
4
$47.5M 1.65%
1,711,740
+248,220
5
$44.5M 1.55%
429,356
+23,067
6
$38.2M 1.33%
367,676
+47,550
7
$32M 1.11%
154,064
+38,421
8
$30.4M 1.06%
143,811
+31,774
9
$26.7M 0.93%
56,572
+2,253
10
$26.1M 0.91%
115,828
+9,185
11
$25.4M 0.88%
194,910
+29,193
12
$24.2M 0.84%
78,400
+9,822
13
$22M 0.76%
200,186
+29,958
14
$21.1M 0.73%
58,184
+4,309
15
$21.1M 0.73%
141,828
+12,591
16
$20.1M 0.7%
68,261
-887
17
$20.1M 0.7%
58,586
+6,473
18
$19.5M 0.68%
183,092
+29,878
19
$19.2M 0.67%
124,573
+19,500
20
$19.2M 0.67%
298,710
+37,160
21
$18.4M 0.64%
112,955
+20,955
22
$17.6M 0.61%
113,472
-40,056
23
$16.7M 0.58%
91,776
+8,567
24
$16.2M 0.56%
32,580
+5,516
25
$15.4M 0.54%
26,724
+2,250
1
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