NCM
VTIP icon

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

Next 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
2019
Q4 		– Sell
-304
Closed -$15K – 219
2019
Q3 		$15K Buy
+304
New +$15K 0.01% 209

Other funds holding VTIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Next Capital Management's VTIP Position: Q4 2019 in Review

Next Capital Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2019, closing a stake of 304 shares — an estimated $15K sold.

Next Capital Management first reported a position in VTIP in Q3 2019 and held it in 1 quarter. The position peaked at $15K in Q3 2019. 352 funds tracked by Wall St. Rank hold VTIP as of Q4 2019.

  • Next Capital Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2019 after selling out during the quarter.
  • Next Capital Management sold 304 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2019, an estimated $15K.
  • Next Capital Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2019 and held it in 1 quarter.
  • Next Capital Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $15K in Q3 2019.
  • 352 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2019.

Based on Next Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.