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CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
2023
Q4 		– Sell
-12,380
Closed -$585K – 196
2023
Q3 		$585K Buy
+12,380
New +$585K 0.02% 149
2022
Q1 		– Sell
-14,151
Closed -$727K – 199
2021
Q4 		$727K Buy
14,151
+1,599
+13% +$83.2K 0.03% 140
2021
Q3 		$660K Buy
12,552
+1,282
+11% +$67.2K 0.03% 190
2021
Q2 		$591K Sell
11,270
-1,816
-14% -$94.6K 0.02% 207
2021
Q1 		$674K Buy
+13,086
New +$673K 0.03% 139
2019
Q4 		$511K Sell
10,370
-1,410
-12% -$69.4K 0.04% 136
2019
Q3 		$578K Buy
+11,780
New +$582K 0.05% 121
2016
Q3 		– Sell
-10,585
Closed -$524K – 133
2016
Q2 		$524K Sell
10,585
-4,998
-32% -$246K 0.08% 98
2016
Q1 		$766K Sell
15,583
-2,520
-14% -$122K 0.12% 80
2015
Q4 		$875K Sell
18,103
-8,221
-31% -$397K 0.15% 78
2015
Q3 		$1.27M Sell
26,324
-1,090
-4% -$52.8K 0.24% 64
2015
Q2 		$1.33M Sell
27,414
-1,623
-6% -$79K 0.27% 51
2015
Q1 		$1.41M Buy
29,037
+2,359
+9% +$114K 0.31% 52
2014
Q4 		$1.29M Sell
26,678
-1,314
-5% -$64.6K 0.28% 46
2014
Q3 		$1.38M Sell
27,992
-786
-3% -$39.2K 0.3% 44
2014
Q2 		$1.44M Sell
28,778
-6,969
-19% -$347K 0.28% 48
2014
Q1 		$1.76M Sell
35,747
-7,732
-18% -$382K 0.39% 42
2013
Q4 		$2.15M Buy
43,479
+4,750
+12% +$235K 0.54% 36
2013
Q3 		$1.91M Buy
+38,729
New +$1.91M 0.52% 37

Other funds holding VTIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's VTIP Position: Q4 2023 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2023, closing a stake of 12,380 shares — an estimated $585K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in VTIP in Q3 2013 and held it in 19 quarters. The position peaked at $2.15M in Q4 2013. 763 funds tracked by Wall St. Rank hold VTIP as of Q4 2023.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2023 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 12,380 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2023, an estimated $585K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2013 and held it in 19 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.15M in Q4 2013.
  • 763 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2023.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.