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

Evergreen Capital Management’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	-17,281	Closed	-$839K	–	1072
2024 Q2	$839K	Hold	17,281	–	–	0.03%	339
2024 Q1	$828K	Sell	17,281 -4,625	-21%	-$220K	0.03%	323
2023 Q4	$1.04M	Hold	21,906	–	–	0.04%	288
2023 Q3	$1.04M	Sell	21,906 -1,900	-8%	-$89.8K	0.05%	281
2023 Q2	$1.13M	Hold	23,806	–	–	0.05%	276
2023 Q1	$1.14M	Hold	23,806	–	–	0.05%	268
2022 Q4	$1.11M	Sell	23,806 -5,350	-18%	-$255K	0.05%	267
2022 Q3	$1.4M	Hold	29,156	–	–	0.07%	232
2022 Q2	$1.46M	Buy	29,156 +2,400	+9%	+$121K	0.08%	223
2022 Q1	$1.37M	Buy	26,756 +18,475	+223%	+$948K	0.06%	255
2021 Q4	$426K	Buy	8,281 +3,825	+86%	+$199K	0.02%	399
2021 Q3	$234K	Hold	4,456	–	–	0.01%	503
2021 Q2	$234K	Hold	4,456	–	–	0.01%	469
2021 Q1	$230K	Hold	4,456	–	–	0.01%	453
2020 Q4	$228K	Hold	4,456	–	–	0.01%	396
2020 Q3	$227K	Sell	4,456 -2,500	-36%	-$127K	0.02%	371
2020 Q2	$349K	Buy	+6,956	New	+$346K	0.03%	286

Other funds holding VTIP

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

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

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

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Evergreen Capital Management's VTIP Position: Q3 2024 in Review

Evergreen Capital Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2024, closing a stake of 17,281 shares — an estimated $839K sold.

Evergreen Capital Management first reported a position in VTIP in Q2 2020 and held it in 17 quarters. The position peaked at $1.46M in Q2 2022. 701 funds tracked by Wall St. Rank hold VTIP as of Q3 2024.

Evergreen Capital Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2024 after selling out during the quarter.
Evergreen Capital Management sold 17,281 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2024, an estimated $839K.
Evergreen Capital Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2020 and held it in 17 quarters.
Evergreen Capital Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.46M in Q2 2022.
701 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2024.

Based on Evergreen Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.