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

McKinley 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
2024 Q2	$817K	Buy	16,831 +148	+0.9%	+$7.12K	0.14%	97
2024 Q1	$799K	Buy	16,683 +75	+0.5%	+$3.57K	0.1%	142
2023 Q4	$789K	Buy	16,608 +243	+1%	+$11.5K	0.1%	133
2023 Q3	$774K	Buy	16,365 +2,440	+18%	+$115K	0.11%	136
2023 Q2	$660K	Hold	13,925	–	–	0.09%	142
2023 Q1	$666K	Hold	13,925	–	–	0.09%	143
2022 Q4	$650K	Buy	13,925 +5,744	+70%	+$274K	0.09%	148
2022 Q3	$394K	Buy	+8,181	New	+$405K	0.05%	162

Other funds holding VTIP

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

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

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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

HWA

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

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

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

EWM

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

McKinley Capital Management's VTIP Position: Q2 2024 in Review

McKinley Capital Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.89% in Q2 2024, buying an estimated $7.12K and bringing the position to 16,831 shares worth $817K. The position accounts for 0.14% of the portfolio, ranked #97.

McKinley Capital Management first reported a position in VTIP in Q3 2022 and has held it in 8 quarters since. 730 funds tracked by Wall St. Rank hold VTIP as of Q2 2024.

McKinley Capital Management held 16,831 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $817K as of Q2 2024.
McKinley Capital Management bought 148 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2024, an estimated $7.12K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.14% of McKinley Capital Management's portfolio in Q2 2024, its #97 holding.
McKinley Capital Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2022 and has held it in 8 quarters since.
730 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2024.

Based on McKinley Capital Management's 13F filing for Q2 2024, filed 12 Aug 2024.