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HIA
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
–
–
1328
2020
Q4
$0
Hold
2
–
–
﹤0.01%
1260
2020
Q3
$0
Hold
2
–
–
﹤0.01%
1261
2020
Q2
$0
Hold
2
–
–
﹤0.01%
1232
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
New York
$1.47T AUM
27.86%
1-Year Est. Return
SEI Investments
Oaks, Pennsylvania
$108B AUM
26.14%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
EP
Essential Planning
Portsmouth, New Hampshire
$315M AUM
11.68%
1-Year Est. Return
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
CA
Cambridge Associates
Boston, Massachusetts
$6.27B AUM
14.78%
1-Year Est. Return
EWM
Empirical Wealth Management
Seattle, Washington
$6.82B AUM
30.02%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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