Israel Discount Bank of New York’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Israel Discount Bank of New York’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	-40,936	Closed	-$1.99M	–	52
2024 Q2	$1.99M	Sell	40,936 -20,022	-33%	-$963K	3.16%	8
2024 Q1	$2.92M	Sell	60,958 -25,778	-30%	-$1.23M	3.64%	7
2023 Q4	$4.12M	Sell	86,736 -5,176	-6%	-$245K	3.23%	7
2023 Q3	$4.35M	Sell	91,912 -1,296	-1%	-$61.2K	3.61%	6
2023 Q2	$4.42M	Sell	93,208 -13,411	-13%	-$639K	3.52%	6
2023 Q1	$5.1M	Sell	106,619 -875	-0.8%	-$41.2K	3.83%	6
2022 Q4	$5.02M	Sell	107,494 -5,842	-5%	-$278K	4.25%	5
2022 Q3	$5.45M	Buy	113,336 +28,791	+34%	+$1.43M	4.5%	5
2022 Q2	$4.24M	Buy	84,545 +2,553	+3%	+$129K	3.22%	8
2022 Q1	$4.2M	Buy	+81,992	New	+$4.21M	2.76%	9

Other funds holding VTIP

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

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

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 $9.42B AUM 17.63% 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

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

Israel Discount Bank of New York's VTIP Position: Q3 2024 in Review

Israel Discount Bank of New York sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2024, closing a stake of 40,936 shares — an estimated $1.99M sold.

Israel Discount Bank of New York first reported a position in VTIP in Q1 2022 and held it in 10 quarters. The position peaked at $5.45M in Q3 2022. 699 funds tracked by Wall St. Rank hold VTIP as of Q3 2024.

Israel Discount Bank of New York reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2024 after selling out during the quarter.
Israel Discount Bank of New York sold 40,936 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2024, an estimated $1.99M.
Israel Discount Bank of New York first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and held it in 10 quarters.
Israel Discount Bank of New York's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $5.45M in Q3 2022.
699 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2024.

Based on Israel Discount Bank of New York's 13F filing for Q3 2024, filed 8 Nov 2024.