JCM
VTIP icon

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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return