NextCapital Advisers’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

NextCapital Advisers’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
2022 Q2	$61.8M	Sell	1,232,611 -37,326	-3%	-$1.89M	1.2%	14
2022 Q1	$65.3M	Sell	1,269,937 -13,191	-1%	-$677K	1.16%	14
2021 Q4	$66M	Buy	1,283,128 +74,147	+6%	+$3.86M	1.16%	14
2021 Q3	$63.6M	Buy	+1,208,981	New	+$63.4M	1.24%	14

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NextCapital Advisers's VTIP Position: Q2 2022 in Review

NextCapital Advisers reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.9% in Q2 2022, selling an estimated $1.89M and leaving 1,232,611 shares worth $61.8M. The position accounts for 1.2% of the portfolio, ranked #14.

NextCapital Advisers first reported a position in VTIP in Q3 2021 and has held it in 4 quarters since. The position peaked at $66M in Q4 2021. 807 funds tracked by Wall St. Rank hold VTIP as of Q2 2022.

NextCapital Advisers held 1,232,611 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $61.8M as of Q2 2022.
NextCapital Advisers sold 37,326 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2022, an estimated $1.89M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.2% of NextCapital Advisers's portfolio in Q2 2022, its #14 holding.
NextCapital Advisers first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2021 and has held it in 4 quarters since.
NextCapital Advisers's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $66M in Q4 2021.
807 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2022.

Based on NextCapital Advisers's 13F filing for Q2 2022, filed 8 Jul 2022.