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Castleview Partners’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Castleview Partners’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
-82
Closed -$3.98K – 919
2024
Q2 		$3.98K Sell
82
-433
-84% -$20.8K ﹤0.01% 650
2024
Q1 		$24.7K Hold
515
– – 0.01% 438
2023
Q4 		$24.5K Buy
+515
New +$24.4K 0.02% 405

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

Castleview Partners's VTIP Position: Q3 2024 in Review

Castleview Partners sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2024, closing a stake of 82 shares — an estimated $3.98K sold.

Castleview Partners first reported a position in VTIP in Q4 2023 and held it in 3 quarters. The position peaked at $24.7K in Q1 2024. 700 funds tracked by Wall St. Rank hold VTIP as of Q3 2024.

  • Castleview Partners reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 82 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2024, an estimated $3.98K.
  • Castleview Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and held it in 3 quarters.
  • Castleview Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $24.7K in Q1 2024.
  • 700 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.