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Cetera Advisor Networks’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Cetera Advisor Networks’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
Q1 		$26.2M Sell
548,075
-12,454
-2% -$593K 0.13% 157
2023
Q4 		$26.6M Buy
560,529
+30,845
+6% +$1.46M 0.15% 143
2023
Q3 		$25M Buy
529,684
+174,110
+49% +$8.23M 0.16% 126
2023
Q2 		$16.9M Sell
355,574
-51,058
-13% -$2.43M 0.12% 188
2023
Q1 		$19.4M Buy
406,632
+25,652
+7% +$1.21M 0.14% 163
2022
Q4 		$17.8M Buy
380,980
+15,017
+4% +$716K 0.14% 166
2022
Q3 		$17.6M Buy
365,963
+112,742
+45% +$5.59M 0.22% 107
2022
Q2 		$12.7M Buy
253,221
+119,120
+89% +$6.03M 0.16% 143
2022
Q1 		$6.87M Buy
134,101
+57,367
+75% +$2.94M 0.08% 248
2021
Q4 		$3.94M Buy
76,734
+20,895
+37% +$1.09M 0.05% 364
2021
Q3 		$2.94M Buy
55,839
+12,942
+30% +$679K 0.04% 423
2021
Q2 		$2.25M Buy
42,897
+36,543
+575% +$1.9M 0.03% 497
2021
Q1 		$328K Buy
6,354
+1,736
+38% +$89.3K 0.01% 1089
2020
Q4 		$236K Buy
4,618
+466
+11% +$23.7K 0.01% 1182
2020
Q3 		$212K Buy
4,152
+654
+19% +$33.2K 0.01% 1114
2020
Q2 		$176K Sell
3,498
-656
-16% -$32.6K ﹤0.01% 1191
2020
Q1 		$202K Sell
4,154
-2,827
-40% -$139K 0.01% 986
2019
Q4 		$345K Sell
6,981
-1,501
-18% -$73.9K 0.01% 887
2019
Q3 		$416K Sell
8,482
-2,157
-20% -$107K 0.01% 775
2019
Q2 		$523K Sell
10,639
-1,890
-15% -$92.6K 0.02% 668
2019
Q1 		$604K Buy
12,529
+6,290
+101% +$304K 0.02% 605
2018
Q4 		$297K Buy
6,239
+1,544
+33% +$74.3K 0.01% 766
2018
Q3 		$223K Buy
+4,695
New +$229K 0.01% 996
2016
Q2 		– Sell
-7,775
Closed -$382K – 870
2016
Q1 		$382K Sell
7,775
-1,017
-12% -$49.3K 0.02% 524
2015
Q4 		$426K Sell
8,792
-2,764
-24% -$134K 0.03% 484
2015
Q3 		$559K Sell
11,556
-6,288
-35% -$305K 0.04% 393
2015
Q2 		$864K Hold
17,844
– – 0.06% 309
2015
Q1 		$864K Sell
17,844
-5,294
-23% -$256K 0.06% 310
2014
Q4 		$1.12M Sell
23,138
-15,453
-40% -$760K 0.08% 252
2014
Q3 		$1.91M Buy
38,591
+2,292
+6% +$114K 0.13% 172
2014
Q2 		$1.82M Buy
36,299
+3,828
+12% +$190K 0.12% 186
2014
Q1 		$1.6M Buy
32,471
+5,102
+19% +$252K 0.11% 193
2013
Q4 		$1.35M Buy
27,369
+11,722
+75% +$580K 0.1% 205
2013
Q3 		$772K Buy
+15,647
New +$772K 0.07% 276

Other funds holding VTIP

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Cetera Advisor Networks's VTIP Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.2% in Q1 2024, selling an estimated $593K and leaving 548,075 shares worth $26.2M. The position accounts for 0.13% of the portfolio, ranked #157.

Cetera Advisor Networks first reported a position in VTIP in Q3 2013 and has held it in 34 quarters since. The position peaked at $26.6M in Q4 2023. 719 funds tracked by Wall St. Rank hold VTIP as of Q1 2024.

  • Cetera Advisor Networks held 548,075 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $26.2M as of Q1 2024.
  • Cetera Advisor Networks sold 12,454 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2024, an estimated $593K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.13% of Cetera Advisor Networks's portfolio in Q1 2024, its #157 holding.
  • Cetera Advisor Networks first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2013 and has held it in 34 quarters since.
  • Cetera Advisor Networks's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $26.6M in Q4 2023.
  • 719 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.