MCG
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McCollum Christoferson Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

McCollum Christoferson Group’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
Q1 		– Sell
-6,420
Closed -$305K – 68
2023
Q4 		$305K Sell
6,420
-114,100
-95% -$5.4M 0.09% 53
2023
Q3 		$5.7M Sell
120,520
-33,215
-22% -$1.57M 1.75% 27
2023
Q2 		$7.29M Sell
153,735
-41,480
-21% -$1.98M 2.08% 23
2023
Q1 		$9.34M Sell
195,215
-13,385
-6% -$630K 2.88% 13
2022
Q4 		$9.74M Sell
208,600
-20,790
-9% -$991K 3.08% 11
2022
Q3 		$11M Buy
229,390
+2,440
+1% +$121K 3.69% 6
2022
Q2 		$11.4M Buy
226,950
+19,810
+10% +$1M 3.47% 6
2022
Q1 		$10.6M Buy
207,140
+14,770
+8% +$757K 2.62% 8
2021
Q4 		$9.89M Buy
192,370
+14,330
+8% +$746K 2.23% 19
2021
Q3 		$9.36M Buy
178,040
+19,520
+12% +$1.02M 2.23% 18
2021
Q2 		$8.31M Buy
158,520
+11,155
+8% +$581K 1.97% 25
2021
Q1 		$7.59M Buy
147,365
+29,145
+25% +$1.5M 1.93% 28
2020
Q4 		$6.04M Buy
118,220
+47,790
+68% +$2.43M 1.55% 37
2020
Q3 		$3.59M Buy
70,430
+7,660
+12% +$389K 1.03% 41
2020
Q2 		$3.15M Buy
62,770
+815
+1% +$40.5K 1.02% 41
2020
Q1 		$3.02M Buy
61,955
+39,705
+178% +$1.95M 1.21% 39
2019
Q4 		$1.1M Buy
22,250
+4,350
+24% +$214K 0.37% 48
2019
Q3 		$885K Sell
17,900
-2,160
-11% -$107K 0.32% 49
2019
Q2 		$989K Buy
20,060
+575
+3% +$28.2K 0.35% 49
2019
Q1 		$949K Buy
19,485
+2,075
+12% +$100K 0.35% 51
2018
Q4 		$834K Buy
17,410
+1,550
+10% +$74.6K 0.35% 51
2018
Q3 		$767K Buy
15,860
+7,900
+99% +$386K 0.28% 55
2018
Q2 		$389K Buy
+7,960
New +$389K 0.16% 59

Other funds holding VTIP

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

McCollum Christoferson Group's VTIP Position: Q1 2024 in Review

McCollum Christoferson Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2024, closing a stake of 6,420 shares — an estimated $305K sold.

McCollum Christoferson Group first reported a position in VTIP in Q2 2018 and held it in 23 quarters. The position peaked at $11.4M in Q2 2022. 719 funds tracked by Wall St. Rank hold VTIP as of Q1 2024.

  • McCollum Christoferson Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2024 after selling out during the quarter.
  • McCollum Christoferson Group sold 6,420 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2024, an estimated $305K.
  • McCollum Christoferson Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2018 and held it in 23 quarters.
  • McCollum Christoferson Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $11.4M in Q2 2022.
  • 719 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2024.

Based on McCollum Christoferson Group's 13F filing for Q1 2024, filed 26 Apr 2024.