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AA Financial Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

AA Financial Advisors’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
Q4 		– Sell
-38,595
Closed -$1.9M – 176
2024
Q3 		$1.9M Buy
38,595
+2,341
+6% +$114K 0.55% 44
2024
Q2 		$1.76M Buy
36,254
+436
+1% +$21K 0.62% 41
2024
Q1 		$1.72M Sell
35,818
-2,051
-5% -$97.6K 0.69% 42
2023
Q4 		$1.8M Buy
+37,869
New +$1.79M 1.2% 27

Other funds holding VTIP

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CA
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AA Financial Advisors's VTIP Position: Q4 2024 in Review

AA Financial Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2024, closing a stake of 38,595 shares — an estimated $1.9M sold.

AA Financial Advisors first reported a position in VTIP in Q4 2023 and held it in 4 quarters. The position peaked at $1.9M in Q3 2024. 768 funds tracked by Wall St. Rank hold VTIP as of Q4 2024.

  • AA Financial Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2024 after selling out during the quarter.
  • AA Financial Advisors sold 38,595 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2024, an estimated $1.9M.
  • AA Financial Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and held it in 4 quarters.
  • AA Financial Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.9M in Q3 2024.
  • 768 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2024.

Based on AA Financial Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.