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Compass Investment Advisers’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Compass Investment Advisers’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
Q4 		$492K Buy
+10,170
New +$497K 1.43% 15

Other funds holding VTIP

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Compass Investment Advisers's VTIP Position: Q4 2024 in Review

Compass Investment Advisers opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2024: 10,170 shares worth $492K. The stake represents 1.43% of the portfolio and ranks #15 among its holdings.

768 funds tracked by Wall St. Rank hold VTIP as of Q4 2024.

  • Compass Investment Advisers held 10,170 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $492K as of Q4 2024.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund was a new Compass Investment Advisers position in Q4 2024.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.43% of Compass Investment Advisers's portfolio in Q4 2024, its #15 holding.
  • 768 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2024.

Based on Compass Investment Advisers's 13F filing for Q4 2024, filed 9 Apr 2025.