Independence Bank of Kentucky’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Independence Bank of Kentucky’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 Q2	–	Sell	-660	Closed	-$31.6K	–	548
2024 Q1	$31.6K	Sell	660 -200	-23%	-$9.52K	0.01%	360
2023 Q4	$40.8K	Hold	860	–	–	0.01%	324
2023 Q3	$40.7K	Hold	860	–	–	0.02%	303
2023 Q2	$40.8K	Hold	860	–	–	0.02%	302
2023 Q1	$41.1K	Hold	860	–	–	0.02%	272
2022 Q4	$40K	Hold	860	–	–	0.02%	271
2022 Q3	$41K	Hold	860	–	–	0.02%	256
2022 Q2	$43K	Hold	860	–	–	0.02%	257
2022 Q1	$44K	Buy	+860	New	+$44.1K	0.02%	269
2019 Q4	–	Sell	-215	Closed	-$11K	–	372
2019 Q3	$11K	Buy	215 +90	+72%	+$4.45K	0.01%	294
2019 Q2	$6K	Sell	125 -870	-87%	-$42.6K	﹤0.01%	286
2019 Q1	$48K	Buy	995 +370	+59%	+$17.9K	0.04%	175
2018 Q4	$30K	Buy	625 +285	+84%	+$13.7K	0.03%	205
2018 Q3	$16K	Buy	+340	New	+$16.6K	0.01%	249

Other funds holding VTIP

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

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

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

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

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

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

EWM

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Independence Bank of Kentucky's VTIP Position: Q2 2024 in Review

Independence Bank of Kentucky sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2024, closing a stake of 660 shares — an estimated $31.6K sold.

Independence Bank of Kentucky first reported a position in VTIP in Q3 2018 and held it in 14 quarters. The position peaked at $48K in Q1 2019. 730 funds tracked by Wall St. Rank hold VTIP as of Q2 2024.

Independence Bank of Kentucky reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2024 after selling out during the quarter.
Independence Bank of Kentucky sold 660 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2024, an estimated $31.6K.
Independence Bank of Kentucky first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2018 and held it in 14 quarters.
Independence Bank of Kentucky's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $48K in Q1 2019.
730 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2024.

Based on Independence Bank of Kentucky's 13F filing for Q2 2024, filed 25 Jul 2024.