$307 Million is the total value of VPR Management LLC's 25 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IAU | Sell | ISHARES GOLD TRishares new | $19,993,000 | -6.2% | 1,326,650 | -9.7% | 6.52% | +0.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-09-01
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INTL EQUITY INDEX F | 26 | Q3 2023 | 37.0% |
VANGUARD TAX-MANAGED INTL FD | 26 | Q3 2023 | 27.2% |
VANGUARD SPECIALIZED FUNDS | 26 | Q3 2023 | 19.2% |
ISHARES INC | 26 | Q3 2023 | 22.5% |
VANGUARD INDEX FDS | 26 | Q3 2023 | 12.5% |
VANGUARD INDEX FDS | 26 | Q3 2023 | 1.8% |
BARCLAYS BANK PLC | 26 | Q3 2023 | 3.6% |
ISHARES INC | 26 | Q3 2023 | 1.4% |
VANGUARD WORLD FDS | 26 | Q3 2023 | 0.6% |
ISHARES INC | 26 | Q3 2023 | 1.6% |
View VPR Management LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-15 |
13F-HR | 2024-02-14 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-09-09 |
13F-HR | 2022-09-09 |
13F-HR | 2022-09-09 |
View VPR Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.