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

Cedar Brook Financial 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
Q2 		– Sell
-11,630
Closed -$557K – 411
2024
Q1 		$557K Buy
11,630
+651
+6% +$31K 0.11% 194
2023
Q4 		$522K Sell
10,979
-696
-6% -$33K 0.12% 185
2023
Q3 		$552K Buy
11,675
+1,186
+11% +$56K 0.14% 155
2023
Q2 		$497K Buy
10,489
+6
+0.1% +$286 0.12% 181
2023
Q1 		$501K Buy
10,483
+26
+0.2% +$1.22K 0.13% 182
2022
Q4 		$488K Buy
10,457
+678
+7% +$32.3K 0.14% 177
2022
Q3 		$470K Sell
9,779
-151
-2% -$7.48K 0.15% 171
2022
Q2 		$498K Buy
9,930
+594
+6% +$30K 0.16% 164
2022
Q1 		$478K Buy
9,336
+1,660
+22% +$85.1K 0.12% 190
2021
Q4 		$395K Buy
7,676
+100
+1% +$5.2K 0.1% 219
2021
Q3 		$398K Buy
7,576
+1,065
+16% +$55.9K 0.12% 198
2021
Q2 		$341K Buy
+6,511
New +$339K 0.1% 240
2020
Q4 		– Sell
-4,177
Closed -$213K – 340
2020
Q3 		$213K Buy
+4,177
New +$212K 0.08% 265
2019
Q4 		– Sell
-4,624
Closed -$227K – 327
2019
Q3 		$227K Buy
4,624
+43
+0.9% +$2.13K 0.1% 255
2019
Q2 		$226K Buy
4,581
+212
+5% +$10.4K 0.1% 255
2019
Q1 		$213K Buy
+4,369
New +$211K 0.1% 262

Other funds holding VTIP

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
HWA
Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cedar Brook Financial Partners's VTIP Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2024, closing a stake of 11,630 shares — an estimated $557K sold.

Cedar Brook Financial Partners first reported a position in VTIP in Q1 2019 and held it in 16 quarters. The position peaked at $557K in Q1 2024. 731 funds tracked by Wall St. Rank hold VTIP as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 11,630 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2024, an estimated $557K.
  • Cedar Brook Financial Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2019 and held it in 16 quarters.
  • Cedar Brook Financial Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $557K in Q1 2024.
  • 731 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.