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

SCS 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
2023 Q1	–	Sell	-10,448	Closed	-$488K	–	63
2022 Q4	$488K	Buy	+10,448	New	+$498K	0.01%	57
2021 Q4	–	Sell	-33,415	Closed	-$1.76M	–	52
2021 Q3	$1.76M	Sell	33,415 -5,168	-13%	-$271K	0.04%	38
2021 Q2	$2.02M	Sell	38,583 -7,253,234	-99%	-$378M	0.04%	35
2021 Q1	$376M	Buy	7,291,817 +502,900	+7%	+$25.9M	7.12%	7
2020 Q4	$347M	Buy	6,788,917 +1,354,954	+25%	+$69M	6.89%	8
2020 Q3	$277M	Buy	5,433,963 +1,355,424	+33%	+$68.8M	5.69%	8
2020 Q2	$205M	Buy	4,078,539 +1,724,093	+73%	+$85.7M	4.48%	8
2020 Q1	$115M	Sell	2,354,446 -1,219,867	-34%	-$59.9M	3.58%	7
2019 Q4	$176M	Buy	+3,574,313	New	+$176M	5.37%	6

Other funds holding VTIP

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

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

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

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

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

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SCS Capital Management's VTIP Position: Q1 2023 in Review

SCS Capital Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2023, closing a stake of 10,448 shares — an estimated $488K sold.

SCS Capital Management first reported a position in VTIP in Q4 2019 and held it in 9 quarters. The position peaked at $376M in Q1 2021. 777 funds tracked by Wall St. Rank hold VTIP as of Q1 2023.

SCS Capital Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2023 after selling out during the quarter.
SCS Capital Management sold 10,448 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2023, an estimated $488K.
SCS Capital Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2019 and held it in 9 quarters.
SCS Capital Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $376M in Q1 2021.
777 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2023.

Based on SCS Capital Management's 13F filing for Q1 2023, filed 15 May 2023.