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

Arbor Wealth 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
Q3 		– Sell
-6,950
Closed -$337K – 50
2024
Q2 		$337K Hold
6,950
– – 0.33% 36
2024
Q1 		$333K Hold
6,950
– – 0.31% 38
2023
Q4 		$330K Buy
+6,950
New +$329K 0.34% 36

Other funds holding VTIP

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Arbor Wealth Advisors's VTIP Position: Q3 2024 in Review

Arbor Wealth Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2024, closing a stake of 6,950 shares — an estimated $337K sold.

Arbor Wealth Advisors first reported a position in VTIP in Q4 2023 and held it in 3 quarters. The position peaked at $337K in Q2 2024. 700 funds tracked by Wall St. Rank hold VTIP as of Q3 2024.

  • Arbor Wealth Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2024 after selling out during the quarter.
  • Arbor Wealth Advisors sold 6,950 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2024, an estimated $337K.
  • Arbor Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and held it in 3 quarters.
  • Arbor Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $337K in Q2 2024.
  • 700 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2024.

Based on Arbor Wealth Advisors's 13F filing for Q3 2024, filed 10 Oct 2024.