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SPC Financial Inc’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

SPC Financial Inc’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
2024
Q3 		– Sell
-5,193
Closed -$252K – 261
2024
Q2 		$252K Buy
+5,193
New +$250K 0.02% 218
2024
Q1 		– Sell
-5,056
Closed -$240K – 236
2023
Q4 		$240K Sell
5,056
-4,800
-49% -$227K 0.02% 204
2023
Q3 		$466K Sell
9,856
-2,800
-22% -$132K 0.05% 146
2023
Q2 		$600K Sell
12,656
-1,100
-8% -$52.4K 0.06% 125
2023
Q1 		$658K Sell
13,756
-5,319
-28% -$250K 0.08% 113
2022
Q4 		$891K Sell
19,075
-14,300
-43% -$681K 0.11% 97
2022
Q3 		$1.61M Sell
33,375
-1,800
-5% -$89.2K 0.2% 64
2022
Q2 		$1.76M Buy
35,175
+4,625
+15% +$234K 0.22% 64
2022
Q1 		$1.56M Buy
30,550
+3,950
+15% +$203K 0.18% 64
2021
Q4 		$1.37M Buy
26,600
+3,500
+15% +$182K 0.15% 68
2021
Q3 		$1.22M Buy
23,100
+200
+0.9% +$10.5K 0.15% 67
2021
Q2 		$1.2M Buy
22,900
+4,900
+27% +$255K 0.15% 69
2021
Q1 		$928K Buy
18,000
+2,095
+13% +$108K 0.12% 74
2020
Q4 		$813K Sell
15,905
-495
-3% -$25.2K 0.11% 83
2020
Q3 		$837K Buy
16,400
+750
+5% +$38K 0.14% 71
2020
Q2 		$785K Buy
15,650
+2,100
+15% +$104K 0.16% 73
2020
Q1 		$660K Sell
13,550
-2,500
-16% -$123K 0.17% 74
2019
Q4 		$791K Buy
16,050
+1,210
+8% +$59.6K 0.14% 76
2019
Q3 		$728K Sell
14,840
-98,327
-87% -$4.86M 0.15% 72
2019
Q2 		$5.58M Buy
113,167
+8,755
+8% +$429K 1.12% 24
2019
Q1 		$5.08M Sell
104,412
-177,220
-63% -$8.56M 1.09% 25
2018
Q4 		$13.5M Buy
281,632
+28,645
+11% +$1.38M 3.73% 5
2018
Q3 		$12.2M Buy
252,987
+73,582
+41% +$3.59M 2.45% 15
2018
Q2 		$8.76M Buy
+179,405
New +$8.77M 1.91% 18
2015
Q4 		– Sell
-7,600
Closed -$368K – 109
2015
Q3 		$368K Sell
7,600
-5,000
-40% -$242K 0.16% 85
2015
Q2 		$613K Sell
12,600
-4,300
-25% -$209K 0.17% 71
2015
Q1 		$819K Sell
16,900
-1,040
-6% -$50.4K 0.23% 69
2014
Q4 		$865K Sell
17,940
-72,960
-80% -$3.59M 0.25% 65
2014
Q3 		$4.49M Sell
90,900
-22,700
-20% -$1.13M 1.3% 30
2014
Q2 		$5.69M Sell
113,600
-16,200
-12% -$806K 1.59% 18
2014
Q1 		$6.4M Sell
129,800
-13,700
-10% -$677K 1.95% 13
2013
Q4 		$7.08M Sell
143,500
-14,800
-9% -$732K 2.21% 10
2013
Q3 		$7.82M Buy
158,300
+17,300
+12% +$853K 2.78% 6
2013
Q2 		$6.93M Buy
+141,000
New +$7.02M 2.68% 5

Other funds holding VTIP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SPC Financial Inc's VTIP Position: Q3 2024 in Review

SPC Financial Inc sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2024, closing a stake of 5,193 shares — an estimated $252K sold.

SPC Financial Inc first reported a position in VTIP in Q2 2013 and held it in 34 quarters. The position peaked at $13.5M in Q4 2018. 698 funds tracked by Wall St. Rank hold VTIP as of Q3 2024.

  • SPC Financial Inc reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2024 after selling out during the quarter.
  • SPC Financial Inc sold 5,193 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2024, an estimated $252K.
  • SPC Financial Inc first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2013 and held it in 34 quarters.
  • SPC Financial Inc's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $13.5M in Q4 2018.
  • 698 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2024.

Based on SPC Financial Inc's 13F filing for Q3 2024, filed 16 Oct 2024.