Burns Matteson Capital Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Burns Matteson Capital Management’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	-4,118	Closed	-$203K	–	193
2024 Q3	$203K	Sell	4,118 -336	-8%	-$16.4K	0.11%	146
2024 Q2	$216K	Sell	4,454 -848	-16%	-$40.8K	0.14%	135
2024 Q1	$254K	Sell	5,302 -443	-8%	-$21.1K	0.16%	127
2023 Q4	$273K	Sell	5,745 -357	-6%	-$16.9K	0.19%	117
2023 Q3	$289K	Buy	6,102 +2	+0%	+$95	0.18%	118
2023 Q2	$289K	Hold	6,100	–	–	0.18%	124
2023 Q1	$292K	Buy	6,100 +901	+17%	+$42.4K	0.19%	115
2022 Q4	$243K	Buy	+5,199	New	+$248K	0.16%	129

Other funds holding VTIP

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Burns Matteson Capital Management's VTIP Position: Q4 2024 in Review

Burns Matteson Capital Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2024, closing a stake of 4,118 shares — an estimated $203K sold.

Burns Matteson Capital Management first reported a position in VTIP in Q4 2022 and held it in 8 quarters. The position peaked at $292K in Q1 2023. 769 funds tracked by Wall St. Rank hold VTIP as of Q4 2024.

Burns Matteson Capital Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2024 after selling out during the quarter.
Burns Matteson Capital Management sold 4,118 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2024, an estimated $203K.
Burns Matteson Capital Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and held it in 8 quarters.
Burns Matteson Capital Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $292K in Q1 2023.
769 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2024.

Based on Burns Matteson Capital Management's 13F filing for Q4 2024, filed 29 Jan 2025.