VPIM
IVR icon

Vanguard Personalized Indexing Management’s Invesco Mortgage Capital IVR Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio IVR Stock Details IVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,330
Closed -$45K – 366
2020
Q1 		$45K Buy
+1,330
New +$195K 0.03% 263

Other funds holding IVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Vanguard Personalized Indexing Management's IVR Position: Q2 2020 in Review

Vanguard Personalized Indexing Management sold out of Invesco Mortgage Capital (IVR) in Q2 2020, closing a stake of 1,330 shares — an estimated $45K sold.

Vanguard Personalized Indexing Management first reported a position in IVR in Q1 2020 and held it in 1 quarter. The position peaked at $45K in Q1 2020. 202 funds tracked by Wall St. Rank hold IVR as of Q2 2020.

  • Vanguard Personalized Indexing Management reported no remaining Invesco Mortgage Capital position as of Q2 2020 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 1,330 Invesco Mortgage Capital shares in Q2 2020, an estimated $45K.
  • Vanguard Personalized Indexing Management first reported a position in Invesco Mortgage Capital in Q1 2020 and held it in 1 quarter.
  • Vanguard Personalized Indexing Management's Invesco Mortgage Capital position peaked at $45K in Q1 2020.
  • 202 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2020.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2020, filed 27 Jul 2020.