MCM
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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
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
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return