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VPIM
Y
Vanguard Personalized Indexing Management’s
Alleghany Corp
Y
Stock Holding History
Vanguard Personalized Indexing Management’s Portfolio
Y Stock Details
Y Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
–
Sell
-778
Closed
-$653K
–
1374
2022
Q3
$653K
Buy
778
+24
+3%
+$20.1K
0.03%
673
2022
Q2
$628K
Buy
754
+62
+9%
+$51.9K
0.03%
705
2022
Q1
$586K
Buy
+692
New
+$479K
0.03%
756
2021
Q3
–
Sell
-447
Closed
-$298K
–
1071
2021
Q2
$298K
Buy
+447
New
+$308K
0.03%
730
Other funds holding Y
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$8.74B AUM
14.62%
1-Year Est. Return
IA
IFP Advisors
Tampa, Florida
$4.82B AUM
20.19%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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