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Cynosure Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Cynosure Group’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
-11,332
Closed -$536K – 156
2023
Q3 		$536K Hold
11,332
– – 0.16% 108
2023
Q2 		$537K Buy
+11,332
New +$540K 0.16% 101

Other funds holding VTIP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cynosure Group's VTIP Position: Q4 2023 in Review

Cynosure Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2023, closing a stake of 11,332 shares — an estimated $536K sold.

Cynosure Group first reported a position in VTIP in Q2 2023 and held it in 2 quarters. The position peaked at $537K in Q2 2023. 761 funds tracked by Wall St. Rank hold VTIP as of Q4 2023.

  • Cynosure Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2023 after selling out during the quarter.
  • Cynosure Group sold 11,332 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2023, an estimated $536K.
  • Cynosure Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2023 and held it in 2 quarters.
  • Cynosure Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $537K in Q2 2023.
  • 761 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2023.

Based on Cynosure Group's 13F filing for Q4 2023, filed 14 Feb 2024.