VANTAGEPOINT INVESTMENT ADVISERS LLC
Institutional investor · Portfolio as of Q2 2023
Top Holdings10 positions
ISHARES TR | 2.4M | $247.7M | 37.5% | $91.65 | -1.54% | 5 qtrssince 2022-Q2 | Increased 89 |
iShares Trust CORE S&P500 ETF | 362,970 | $161.8M | 24.5% | $371.41 | +14.94% | 13 qtrssince 2020-Q2 | Decreased 0 |
ISHARES TR | 1.4M | $136.7M | 20.7% | $93.25 | -6.74% | 13 qtrssince 2020-Q2 | Decreased 0 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 879,300 | $40.6M | 6.1% | $40.66 | +3.18% | 2 qtrssince 2023-Q1 | Unchanged 0 |
Vanguard Index Funds MORNINGSTAR GROWTH ETF | 135,830 | $38.4M | 5.8% | $34.90 | +32.96% | 4 qtrssince 2022-Q3 | Unchanged 0 |
ISHARES CORE S&P MID-CAP ETF | 59,500 | $15.6M | 2.4% | $46.33 | +8.20% | 3 qtrssince 2022-Q4 | Decreased 0 |
iShares Trust RUS 1000 GRW ETF | 21,170 | $5.8M | 0.9% | $209.99 | +27.52% | 4 qtrssince 2022-Q3 | Unchanged 0 |
VANGUARD INDEX FDS | 36,300 | $5.2M | 0.8% | $119.29 | +10.68% | 5 qtrssince 2022-Q2 | Unchanged 0 |
ISHARES RUSSELL MIDCAP ETF | 66,200 | $4.8M | 0.7% | $64.68 | +7.99% | 3 qtrssince 2022-Q4 | Decreased 0 |
ISHARES RUSSELL 1000 VALUE ETF | 23,400 | $3.7M | 0.6% | $135.92 | +9.64% | 5 qtrssince 2022-Q2 | Unchanged 0 |
VANTAGEPOINT INVESTMENT ADVISERS LLC manages $660.4M across 10 positions as of Q2 2023. Top holdings: TLT (37.5%), IVV (24.5%), AGG (20.7%). Fund DNA: Steady Compounder. HoldingsIntel Score: 1/5.0.
Increased 1, trimmed 4. Top move: TLT (INCREASED, conviction 89). Portfolio: $660M across 10 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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
Verify source filings on SEC EDGAR