VRM
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Vectors Research Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Vectors Research 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
2024
Q3 		– Sell
-70,479
Closed -$3.42M – 130
2024
Q2 		$3.42M Sell
70,479
-161,449
-70% -$7.76M 1.05% 30
2024
Q1 		$11.1M Buy
231,928
+64,872
+39% +$3.09M 3.14% 7
2023
Q4 		$12.3M Sell
167,056
-233,239
-58% -$11M 3.46% 7
2023
Q3 		$18M Sell
400,295
-98,630
-20% -$4.66M 5.84% 3
2023
Q2 		$23.7M Sell
498,925
-82,951
-14% -$3.95M 6.73% 1
2023
Q1 		$27.8M Buy
581,876
+8,964
+2% +$422K 7.17% 1
2022
Q4 		$26.8M Buy
572,912
+2,892
+0.5% +$138K 6.93% 1
2022
Q3 		$27.4M Buy
570,020
+40,626
+8% +$2.01M 7.75% 1
2022
Q2 		$26.5M Buy
529,394
+2,829
+0.5% +$143K 6.73% 2
2022
Q1 		$27M Buy
526,565
+38,925
+8% +$2M 5.91% 2
2021
Q4 		$25.1M Buy
487,640
+29,658
+6% +$1.54M 5.29% 2
2021
Q3 		$24.1M Buy
457,982
+98,554
+27% +$5.17M 5.67% 2
2021
Q2 		$18.8M Buy
359,428
+84,879
+31% +$4.42M 4.8% 2
2021
Q1 		$14.2M Buy
274,549
+47,291
+21% +$2.43M 3.9% 4
2020
Q4 		$11.6M Buy
227,258
+27,001
+13% +$1.37M 3.57% 6
2020
Q3 		$10.3M Buy
200,257
+178,345
+814% +$9.05M 3.76% 4
2020
Q2 		$1.1M Sell
21,912
-1,535
-7% -$76.3K 0.43% 57
2020
Q1 		$1.14M Sell
23,447
-863
-4% -$42.4K 0.54% 47
2019
Q4 		$1.2M Sell
24,310
-56
-0.2% -$2.76K 0.48% 48
2019
Q3 		$1.2M Sell
24,366
-1,137
-4% -$56.2K 0.59% 38
2019
Q2 		$1.26M Sell
25,503
-770
-3% -$37.7K 0.68% 34
2019
Q1 		$1.28M Sell
26,273
-1,712
-6% -$82.7K 0.73% 34
2018
Q4 		$1.34M Buy
27,985
+4,758
+20% +$229K 0.64% 49
2018
Q3 		$1.13M Buy
+23,227
New +$1.13M 0.7% 33

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

Vectors Research Management's VTIP Position: Q3 2024 in Review

Vectors Research Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2024, closing a stake of 70,479 shares — an estimated $3.42M sold.

Vectors Research Management first reported a position in VTIP in Q3 2018 and held it in 24 quarters. The position peaked at $27.8M in Q1 2023. 698 funds tracked by Wall St. Rank hold VTIP as of Q3 2024.

  • Vectors Research Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2024 after selling out during the quarter.
  • Vectors Research Management sold 70,479 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2024, an estimated $3.42M.
  • Vectors Research Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2018 and held it in 24 quarters.
  • Vectors Research Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $27.8M in Q1 2023.
  • 698 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2024.

Based on Vectors Research Management's 13F filing for Q3 2024, filed 6 Nov 2024.