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

Global Endowment 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 Q4	–	Sell	-28,200	Closed	-$1.39M	–	153
2024 Q3	$1.39M	Hold	28,200	–	–	0.14%	65
2024 Q2	$1.37M	Sell	28,200 -21,800	-44%	-$1.05M	0.14%	59
2024 Q1	$2.39M	Hold	50,000	–	–	0.25%	39
2023 Q4	$2.37M	Hold	50,000	–	–	0.26%	38
2023 Q3	$2.36M	Hold	50,000	–	–	0.25%	39
2023 Q2	$2.37M	Hold	50,000	–	–	0.28%	33
2023 Q1	$2.39M	Hold	50,000	–	–	0.25%	43
2022 Q4	$2.34M	Hold	50,000	–	–	0.26%	49
2022 Q3	$2.41M	Buy	+50,000	New	+$2.48M	0.24%	51

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

Global Endowment Management's VTIP Position: Q4 2024 in Review

Global Endowment Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2024, closing a stake of 28,200 shares — an estimated $1.39M sold.

Global Endowment Management first reported a position in VTIP in Q3 2022 and held it in 9 quarters. The position peaked at $2.41M in Q3 2022. 766 funds tracked by Wall St. Rank hold VTIP as of Q4 2024.

Global Endowment Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2024 after selling out during the quarter.
Global Endowment Management sold 28,200 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2024, an estimated $1.39M.
Global Endowment Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2022 and held it in 9 quarters.
Global Endowment Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.41M in Q3 2022.
766 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2024.

Based on Global Endowment Management's 13F filing for Q4 2024, filed 13 Feb 2025.