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

Harbor Investment Advisory’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 		– Sell
-355
Closed -$17.5K – 1180
2024
Q3 		$17.5K Hold
355
– – ﹤0.01% 768
2024
Q2 		$17.2K Hold
355
– – ﹤0.01% 764
2024
Q1 		$17K Sell
355
-216
-38% -$10.3K ﹤0.01% 765
2023
Q4 		$27.1K Sell
571
-104
-15% -$4.93K ﹤0.01% 669
2023
Q3 		$31.9K Sell
675
-2,080
-75% -$98.3K ﹤0.01% 615
2023
Q2 		$131K Sell
2,755
-1,674
-38% -$79.8K 0.02% 432
2023
Q1 		$212K Sell
4,429
-379
-8% -$17.8K 0.03% 335
2022
Q4 		$225K Sell
4,808
-23,589
-83% -$1.12M 0.04% 321
2022
Q3 		$1.37M Buy
28,397
+1,490
+6% +$73.8K 0.23% 90
2022
Q2 		$1.35M Buy
26,907
+180
+0.7% +$9.11K 0.22% 94
2022
Q1 		$1.37M Sell
26,727
-2,660
-9% -$136K 0.18% 101
2021
Q4 		$1.51M Buy
29,387
+21,357
+266% +$1.11M 0.19% 97
2021
Q3 		$422K Buy
8,030
+3,485
+77% +$183K 0.06% 251
2021
Q2 		$238K Buy
+4,545
New +$237K 0.03% 340
2021
Q1 		– Sell
-2
Closed – – 1319
2020
Q4 		$0 Hold
2
– – ﹤0.01% 1251
2020
Q3 		$0 Hold
2
– – ﹤0.01% 1254
2020
Q2 		$0 Hold
2
– – ﹤0.01% 1229
2020
Q1 		$0 Hold
2
– – ﹤0.01% 1203
2019
Q4 		$0 Buy
+2
New +$98 ﹤0.01% 992

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

Harbor Investment Advisory's VTIP Position: Q4 2024 in Review

Harbor Investment Advisory sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2024, closing a stake of 355 shares — an estimated $17.5K sold.

Harbor Investment Advisory first reported a position in VTIP in Q4 2019 and held it in 19 quarters. The position peaked at $1.51M in Q4 2021. 768 funds tracked by Wall St. Rank hold VTIP as of Q4 2024.

  • Harbor Investment Advisory reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2024 after selling out during the quarter.
  • Harbor Investment Advisory sold 355 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2024, an estimated $17.5K.
  • Harbor Investment Advisory first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2019 and held it in 19 quarters.
  • Harbor Investment Advisory's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.51M in Q4 2021.
  • 768 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2024.

Based on Harbor Investment Advisory's 13F filing for Q4 2024, filed 16 Jan 2025.