VANTAGEPOINT Overview
Vantagepoint Investment Advisers Llc is an investment advisor that manages 26.7 BN dollars in regulatory AUM and has 60 employees, of which 33 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 06/30/21. The fund's latest filing disclosed 598MM in positions, representing 2% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 06/30/21. The fund's latest filing disclosed 598MM in positions, representing 2% of the manager's regulatory AUM.
VANTAGEPOINT StockAlpha
Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
VANTAGEPOINT Since Last Filing Return Details
Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
---|---|---|---|---|---|---|---|---|
IVV | 42.95% | ETF | 13.42% | 0% | 0 | 15% | ||
AGG | 14.96% | ETF | 1.39% | -0.49% | 0 | 10% | ||
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VANTAGEPOINT Founders and Key Employees
Name | Title | In Position Since |
---|
Julie H. Dellinger | Managing Vice President, Manager | January-1999 |
Daniel M. Kohler | Manager | June-2003 |
Wayne A. Wicker | Svp,Chief Investment Officer, Manager | September-2004 |
Elizabeth S. Glista | Treasurer | May-2009 |
Karen D. Mcbarnette | Chief Compliance Officer | November-2014 |
Robert P. Schultze | President & Principal Manager | February-2015 |
Angela C. Montez | Secretary | March-2015 |
VANTAGEPOINT Brokers, Custodians, Auditors and Administrators
Type | Company |
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VANTAGEPOINT Investment Strategy
VANTAGEPOINT Portfolio Concentration
VANTAGEPOINT Location
777 NORTH CAPITOL STREET N.E.
SUITE 600
WASHINGTON, District of Columbia
UNITED STATES, 20002-4240
SUITE 600
WASHINGTON, District of Columbia
UNITED STATES, 20002-4240
VANTAGEPOINT Contact Information
Phone Number: 202-962-4600
Fax Number: 202-962-4601
Website: null
Fax Number: 202-962-4601
Website: null
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