Column Capital Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Column Capital 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 Q3	$2.51M	Sell	463,389 -1,545	-0.3%	-$73K	0.37%	35
2023 Q2	$2.58M	Sell	464,934 -3,026	-0.6%	-$144K	0.36%	34
2023 Q1	$2.57M	Sell	467,960 -261,502	-36%	-$12.3M	0.38%	33
2022 Q4	$2.92M	Sell	729,462 -42,048	-5%	-$2M	0.48%	29
2022 Q3	$4.04M	Sell	771,510 -66,890	-8%	-$3.31M	0.84%	21
2022 Q2	$5.86M	Buy	838,400 +544,049	+185%	+$27.5M	1.12%	18
2022 Q1	$5.06M	Buy	294,351 +15,433	+6%	+$792K	0.93%	18
2021 Q4	$4.25M	Buy	278,918 +28,145	+11%	+$1.46M	0.82%	21
2021 Q3	$2.62M	Buy	250,773 +17,233	+7%	+$904K	0.55%	25
2021 Q2	$1.75M	Buy	233,540 +2,751	+1%	+$143K	0.37%	33
2021 Q1	$1.75M	Buy	230,789 +203,734	+753%	+$10.5M	0.39%	31
2020 Q4	$1.38M	Buy	27,055 +22,155	+452%	+$1.13M	0.35%	34
2020 Q3	$250K	Buy	+4,900	New	+$249K	0.08%	78

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Column Capital Advisors's VTIP Position: Q3 2023 in Review

Column Capital Advisors reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.33% in Q3 2023, selling an estimated $73K and leaving 463,389 shares worth $2.51M. The position accounts for 0.37% of the portfolio, ranked #35.

Column Capital Advisors first reported a position in VTIP in Q3 2020 and has held it in 13 quarters since. The position peaked at $5.86M in Q2 2022. 731 funds tracked by Wall St. Rank hold VTIP as of Q3 2023.

Column Capital Advisors held 463,389 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.51M as of Q3 2023.
Column Capital Advisors sold 1,545 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2023, an estimated $73K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.37% of Column Capital Advisors's portfolio in Q3 2023, its #35 holding.
Column Capital Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2020 and has held it in 13 quarters since.
Column Capital Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $5.86M in Q2 2022.
731 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.