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

Courier 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	-10,084	Closed	-$497K	–	380
2024 Q3	$497K	Sell	10,084 -12,161	-55%	-$592K	0.03%	245
2024 Q2	$1.08M	Sell	22,245 -208,349	-90%	-$10M	0.09%	169
2024 Q1	$11M	Sell	230,594 -17,367	-7%	-$827K	0.8%	31
2023 Q4	$11.8M	Sell	247,961 -125,402	-34%	-$5.94M	0.89%	25
2023 Q3	$17.7M	Sell	373,363 -89,404	-19%	-$4.22M	1.46%	13
2023 Q2	$21.9M	Buy	+462,767	New	+$22.1M	1.73%	8

Other funds holding VTIP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Courier Capital's VTIP Position: Q4 2024 in Review

Courier Capital sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2024, closing a stake of 10,084 shares — an estimated $497K sold.

Courier Capital first reported a position in VTIP in Q2 2023 and held it in 6 quarters. The position peaked at $21.9M in Q2 2023. 767 funds tracked by Wall St. Rank hold VTIP as of Q4 2024.

Courier Capital reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2024 after selling out during the quarter.
Courier Capital sold 10,084 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2024, an estimated $497K.
Courier Capital first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2023 and held it in 6 quarters.
Courier Capital's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $21.9M in Q2 2023.
767 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2024.

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