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

Private Capital Group’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	–	Sell	-571	Closed	-$29K	–	2133
2022 Q1	$29K	Hold	571	–	–	0.01%	881
2021 Q4	$29K	Hold	571	–	–	0.01%	909
2021 Q3	$30K	Buy	+571	New	+$30K	0.01%	883
2020 Q4	–	Sell	-11	Closed	-$1K	–	2143
2020 Q3	$1K	Hold	11	–	–	﹤0.01%	1904
2020 Q2	$1K	Buy	+11	New	+$547	﹤0.01%	1900
2019 Q3	–	Sell	-4,600	Closed	-$225K	–	2461
2019 Q2	$225K	Buy	4,600 +992	+27%	+$48.6K	0.05%	209
2019 Q1	$176K	Sell	3,608 -500	-12%	-$24.1K	0.03%	311
2018 Q4	$197K	Sell	4,108 -498	-11%	-$24K	0.04%	235
2018 Q3	$222K	Buy	4,606 +6	+0.1%	+$293	0.04%	236
2018 Q2	$224K	Hold	4,600	–	–	0.05%	228
2018 Q1	$225K	Hold	4,600	–	–	0.05%	227
2017 Q4	$225K	Buy	+4,600	New	+$227K	0.05%	222

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Private Capital Group's VTIP Position: Q2 2022 in Review

Private Capital Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2022, closing a stake of 571 shares — an estimated $29K sold.

Private Capital Group first reported a position in VTIP in Q4 2017 and held it in 12 quarters. The position peaked at $225K in Q2 2019. 807 funds tracked by Wall St. Rank hold VTIP as of Q2 2022.

Private Capital Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2022 after selling out during the quarter.
Private Capital Group sold 571 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2022, an estimated $29K.
Private Capital Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2017 and held it in 12 quarters.
Private Capital Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $225K in Q2 2019.
807 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.