J2 Capital Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

J2 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
2023 Q3	$667K	Sell	14,100 -958	-6%	-$45.3K	0.84%	24
2023 Q2	$714K	Sell	15,058 -2,018	-12%	-$96.2K	0.85%	21
2023 Q1	$817K	Buy	17,076 +6,979	+69%	+$329K	1.26%	17
2022 Q4	$472K	Sell	10,097 -223	-2%	-$10.6K	0.81%	26
2022 Q3	$496K	Sell	10,320 -6,415	-38%	-$318K	0.94%	20
2022 Q2	$839K	Sell	16,735 -160	-0.9%	-$8.09K	1.28%	22
2022 Q1	$865K	Buy	16,895 +1,037	+7%	+$53.2K	0.95%	27
2021 Q4	$815K	Buy	+15,858	New	+$825K	0.77%	27

Other funds holding VTIP

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

J2 Capital Management's VTIP Position: Q3 2023 in Review

J2 Capital Management reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 6.4% in Q3 2023, selling an estimated $45.3K and leaving 14,100 shares worth $667K. The position accounts for 0.84% of the portfolio, ranked #24.

J2 Capital Management first reported a position in VTIP in Q4 2021 and has held it in 8 quarters since. The position peaked at $865K in Q1 2022. 732 funds tracked by Wall St. Rank hold VTIP as of Q3 2023.

J2 Capital Management held 14,100 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $667K as of Q3 2023.
J2 Capital Management sold 958 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2023, an estimated $45.3K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.84% of J2 Capital Management's portfolio in Q3 2023, its #24 holding.
J2 Capital Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 8 quarters since.
J2 Capital Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $865K in Q1 2022.
732 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2023.

Based on J2 Capital Management's 13F filing for Q3 2023, filed 11 Oct 2023.