Aspire Private Capital’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Aspire Private Capital’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 Q4	–	Sell	-106	Closed	-$5.23K	–	632
2024 Q3	$5.23K	Hold	106	–	–	﹤0.01%	456
2024 Q2	$5.14K	Hold	106	–	–	﹤0.01%	462
2024 Q1	$5.08K	Hold	106	–	–	﹤0.01%	483
2023 Q4	$5.03K	Hold	106	–	–	﹤0.01%	469
2023 Q3	$5.01K	Sell	106 -2	-2%	-$95	﹤0.01%	475
2023 Q2	$5.12K	Hold	108	–	–	﹤0.01%	447
2023 Q1	$5.17K	Sell	108 -9	-8%	-$424	﹤0.01%	436
2022 Q4	$5.46K	Hold	117	–	–	﹤0.01%	420
2022 Q3	$6K	Sell	117 -5	-4%	-$248	﹤0.01%	409
2022 Q2	$6K	Hold	122	–	–	﹤0.01%	389
2022 Q1	$6K	Hold	122	–	–	﹤0.01%	390
2021 Q4	$6K	Hold	122	–	–	﹤0.01%	400
2021 Q3	$6K	Hold	122	–	–	﹤0.01%	371
2021 Q2	$6K	Sell	122 -541	-82%	-$28.2K	﹤0.01%	380
2021 Q1	$34K	Buy	663 +661	+33,050%	+$34K	0.01%	240
2020 Q4	$0	Buy	+2	New	+$102	﹤0.01%	540
2020 Q3	–	Sell	-697	Closed	-$35K	–	518
2020 Q2	$35K	Buy	697 +695	+34,750%	+$34.5K	0.02%	173
2020 Q1	$0	Hold	2	–	–	﹤0.01%	482
2019 Q4	$0	Hold	2	–	–	﹤0.01%	544
2019 Q3	$0	Sell	2 -7	-78%	-$346	﹤0.01%	558
2019 Q2	$0	Buy	+9	New	+$441	﹤0.01%	642

Other funds holding VTIP

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aspire Private Capital's VTIP Position: Q4 2024 in Review

Aspire Private Capital sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2024, closing a stake of 106 shares — an estimated $5.23K sold.

Aspire Private Capital first reported a position in VTIP in Q2 2019 and held it in 21 quarters. The position peaked at $35K in Q2 2020. 769 funds tracked by Wall St. Rank hold VTIP as of Q4 2024.

Aspire Private Capital reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 106 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2024, an estimated $5.23K.
Aspire Private Capital first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2019 and held it in 21 quarters.
Aspire Private Capital's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $35K in Q2 2020.
769 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.