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

NinePointTwo Capital’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 Q3	–	Sell	-4,183	Closed	-$209K	–	230
2022 Q2	$209K	Hold	4,183	–	–	0.07%	167
2022 Q1	$214K	Hold	4,183	–	–	0.06%	183
2021 Q4	$215K	Hold	4,183	–	–	0.07%	146
2021 Q3	$219K	Hold	4,183	–	–	0.08%	47
2021 Q2	$219K	Hold	4,183	–	–	0.08%	55
2021 Q1	$215K	Hold	4,183	–	–	0.08%	52
2020 Q4	$214K	Buy	+4,183	New	+$213K	0.09%	53

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

NinePointTwo Capital's VTIP Position: Q3 2022 in Review

NinePointTwo Capital sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2022, closing a stake of 4,183 shares — an estimated $209K sold.

NinePointTwo Capital first reported a position in VTIP in Q4 2020 and held it in 7 quarters. The position peaked at $219K in Q3 2021. 784 funds tracked by Wall St. Rank hold VTIP as of Q3 2022.

NinePointTwo Capital reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2022 after selling out during the quarter.
NinePointTwo Capital sold 4,183 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2022, an estimated $209K.
NinePointTwo Capital first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and held it in 7 quarters.
NinePointTwo Capital's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $219K in Q3 2021.
784 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2022.

Based on NinePointTwo Capital's 13F filing for Q3 2022, filed 14 Nov 2022.