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Apollon Financial’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Apollon Financial’s Portfolio VTIP Stock Details VTIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,478
Closed -$266K – 167
2024
Q2 		$266K Buy
5,478
+545
+11% +$26.2K 0.09% 123
2024
Q1 		$236K Sell
4,933
-6,845
-58% -$326K 0.08% 136
2023
Q4 		$559K Buy
+11,778
New +$558K 0.22% 79

Other funds holding VTIP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Apollon Financial's VTIP Position: Q3 2024 in Review

Apollon Financial sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2024, closing a stake of 5,478 shares — an estimated $266K sold.

Apollon Financial first reported a position in VTIP in Q4 2023 and held it in 3 quarters. The position peaked at $559K in Q4 2023. 699 funds tracked by Wall St. Rank hold VTIP as of Q3 2024.

  • Apollon Financial reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2024 after selling out during the quarter.
  • Apollon Financial sold 5,478 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2024, an estimated $266K.
  • Apollon Financial first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and held it in 3 quarters.
  • Apollon Financial's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $559K in Q4 2023.
  • 699 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2024.

Based on Apollon Financial's 13F filing for Q3 2024, filed 5 Nov 2024.