Canandaigua National Bank & Trust’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Canandaigua National Bank & Trust’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
2025 Q3	–	Sell	-8,403	Closed	-$422K	–	331
2025 Q2	$422K	Buy	+8,403	New	+$420K	0.04%	250
2018 Q4	–	Sell	-4,286	Closed	-$207K	–	340
2018 Q3	$207K	Buy	+4,286	New	+$209K	0.04%	313
2015 Q4	–	Sell	-5,472	Closed	-$265K	–	199
2015 Q3	$265K	Sell	5,472 -153	-3%	-$7.41K	0.08%	168
2015 Q2	$274K	Hold	5,625	–	–	0.08%	172
2015 Q1	$273K	Buy	5,625 +10	+0.2%	+$484	0.08%	171
2014 Q4	$271K	Hold	5,615	–	–	0.09%	165
2014 Q3	$277K	Hold	5,615	–	–	0.09%	161
2014 Q2	$281K	Hold	5,615	–	–	0.09%	153
2014 Q1	$277K	Buy	+5,615	New	+$278K	0.09%	154

Other funds holding VTIP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Canandaigua National Bank & Trust's VTIP Position: Q3 2025 in Review

Canandaigua National Bank & Trust sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2025, closing a stake of 8,403 shares — an estimated $422K sold.

Canandaigua National Bank & Trust first reported a position in VTIP in Q1 2014 and held it in 9 quarters. The position peaked at $422K in Q2 2025. 839 funds tracked by Wall St. Rank hold VTIP as of Q3 2025.

Canandaigua National Bank & Trust reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2025 after selling out during the quarter.
Canandaigua National Bank & Trust sold 8,403 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2025, an estimated $422K.
Canandaigua National Bank & Trust first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2014 and held it in 9 quarters.
Canandaigua National Bank & Trust's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $422K in Q2 2025.
839 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2025.

Based on Canandaigua National Bank & Trust's 13F filing for Q3 2025, filed 7 Oct 2025.