Mangham Associates LLC's Q1 2019 13F: 2 new positions
Form 13F-HR for the quarter ended Mar 31, 2019 · filed May 10, 2019 · 6 reported positions · accession 0001730480-19-000002
What changed this quarter
| Activity | Security | Weight before | Weight now | Change | Shares | Shares % |
|---|---|---|---|---|---|---|
| Increased | VANGUARD INDEX FDS (VOO) | 73.8% | 74.7% | +0.9 pts | +24,288 sh | +7% |
| New | VANGUARD TAX MANAGED INTL FD (VEA) | — | 0.6% | +0.6 pts | +18,323 sh | new |
| New | VANGUARD MUN BD FD INC (VTEB) | — | 0.3% | +0.3 pts | +7,623 sh | new |
| Increased | VANGUARD INTL EQUITY INDEX F (VT) | 24.7% | 23.2% | −1.5 pts | +427 sh | 0% |
Reported by the fund in its Form 13F filed with the SEC; holdings are as of the quarter-end report date and may have changed since. For informational purposes only — not investment advice or a recommendation to buy or sell any security. FilingExplorer is not affiliated with or endorsed by this fund. How this brief is compiled
Top 10 positions — 100.0% of the equity book
Changes in the top 10 this quarter: VEA entered · VTEB entered
| # | Security | Weight before | Weight now | |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS (VOO) | 73.8% | 74.7% | |
| 2 | VANGUARD INTL EQUITY INDEX F (VT) | 24.7% | 23.2% | |
| 3 | VANGUARD BD INDEX FD INC (BSV) | 1.3% | 1.1% | |
| 4 | VANGUARD TAX MANAGED INTL FD (VEA) | 0.0% | 0.6% | Entered the top 10 |
| 5 | VANGUARD MUN BD FD INC (VTEB) | 0.0% | 0.3% | Entered the top 10 |
| 6 | ISHARES TR (IEFA) | 0.1% | 0.1% |
Weights are each position's reported value as a share of the fund's reported equity positions (options and principal-amount holdings excluded).