Thrive Capital Management (Pennsylvania)’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Thrive Capital Management (Pennsylvania)’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	-5,187	Closed	-$252K	–	189
2024 Q2	$252K	Sell	5,187 -1,419	-21%	-$68.2K	0.12%	163
2024 Q1	$316K	Sell	6,606 -2,874	-30%	-$137K	0.17%	76
2023 Q4	$450K	Sell	9,480 -750	-7%	-$35.5K	0.24%	68
2023 Q3	$484K	Sell	10,230 -448	-4%	-$21.2K	0.27%	61
2023 Q2	$506K	Sell	10,678 -4,132	-28%	-$197K	0.29%	56
2023 Q1	$706K	Buy	14,810 +162	+1%	+$7.63K	0.45%	49
2022 Q4	$684K	Sell	14,648 -2,859	-16%	-$136K	0.45%	49
2022 Q3	$842K	Sell	17,507 -1,447	-8%	-$71.7K	0.57%	44
2022 Q2	$950K	Buy	18,954 +5,520	+41%	+$279K	0.66%	40
2022 Q1	$688K	Buy	+13,434	New	+$689K	0.42%	45

Other funds holding VTIP

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

EWM

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

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

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

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

Thrive Capital Management (Pennsylvania)'s VTIP Position: Q3 2024 in Review

Thrive Capital Management (Pennsylvania) sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2024, closing a stake of 5,187 shares — an estimated $252K sold.

Thrive Capital Management (Pennsylvania) first reported a position in VTIP in Q1 2022 and held it in 10 quarters. The position peaked at $950K in Q2 2022. 701 funds tracked by Wall St. Rank hold VTIP as of Q3 2024.

Thrive Capital Management (Pennsylvania) reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2024 after selling out during the quarter.
Thrive Capital Management (Pennsylvania) sold 5,187 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2024, an estimated $252K.
Thrive Capital Management (Pennsylvania) first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and held it in 10 quarters.
Thrive Capital Management (Pennsylvania)'s Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $950K in Q2 2022.
701 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2024.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q3 2024, filed 13 Nov 2024.