Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
NCM
New Capital Management’s
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
Stock Holding History
New 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
2021
Q1
$21K
Hold
406
–
–
0.02%
93
2020
Q4
$21K
Hold
406
–
–
0.01%
95
2020
Q3
$21K
Hold
406
–
–
0.02%
84
2020
Q2
$20K
Hold
406
–
–
0.03%
83
2020
Q1
$20K
Hold
406
–
–
0.04%
75
2019
Q4
$20K
Hold
406
–
–
0.03%
92
2019
Q3
$20K
Hold
406
–
–
0.02%
90
2019
Q2
$20K
Hold
406
–
–
0.04%
91
2019
Q1
$20K
Hold
406
–
–
0.06%
91
2018
Q4
$19K
Buy
406
+62
+18%
+$2.98K
0.03%
86
2018
Q3
$17K
Hold
344
–
–
0.03%
103
2018
Q2
$17K
Hold
344
–
–
0.03%
102
2018
Q1
$17K
Hold
344
–
–
0.04%
109
2017
Q4
$17K
Hold
344
–
–
0.02%
112
2017
Q3
$17K
Hold
344
–
–
0.03%
108
2017
Q2
$17K
Hold
344
–
–
0.03%
114
2017
Q1
$17K
Hold
344
–
–
0.03%
113
2016
Q4
$17K
Buy
+344
New
+$17K
0.02%
107
Other funds holding VTIP
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
SCM
SCS Capital Management
Boston, Massachusetts
$9.44B AUM
18.1%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
SEI Investments
Oaks, Pennsylvania
$108B AUM
26.14%
1-Year Est. Return
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
TAIM
TD Ameritrade Investment Management
Omaha, Nebraska
$9.4B AUM
7.2%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close