VANTAGEPOINT INVESTMENT ADVISERS LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings7 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES 20 PLUS YEAR TREASURY BD | 2.5M | $234M | 38.7% | $91.28 | -6.57% | 8 qtrssince 2022-Q2 | Unchanged 0 |
ISHARES TR | 1.7M | $166.3M | 27.5% | $92.65 | -3.73% | 16 qtrssince 2020-Q2 | Unchanged 0 |
ISHARES CORE S&P 500 ETF | 284,690 | $149.7M | 24.8% | $394.73 | +30.14% | 16 qtrssince 2020-Q2 | Decreased 0 |
VANGUARD GROWTH ETF | 95,790 | $33M | 5.5% | $34.94 | +62.49% | 7 qtrssince 2022-Q3 | Decreased 0 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 39,315 | $13.3M | 2.2% | $248.00 | +34.87% | 7 qtrssince 2022-Q3 | Decreased 0 |
VANGUARD VALUE ETF | 36,300 | $5.9M | 1.0% | $121.52 | +28.90% | 8 qtrssince 2022-Q2 | Unchanged 0 |
ISHARES TR RUSSELL 1000 VALUE INDEX FUND | 12,300 | $2.2M | 0.4% | $143.37 | +20.93% | 8 qtrssince 2022-Q2 | Decreased 0 |
VANTAGEPOINT INVESTMENT ADVISERS LLC manages $604.4M across 7 positions as of Q1 2024. Top holdings: TLT (38.7%), AGG (27.5%), IVV (24.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 1.5/5.0.
Exited 2, trimmed 4. No standout high-conviction moves this quarter. Portfolio: $604M across 7 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer