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Hart & Patterson Financial Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Hart & Patterson Financial 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
2024
Q4 		$8.58M Buy
177,157
+3,954
+2% +$193K 4.17% 4
2024
Q3 		$8.54M Sell
173,203
-1,641
-0.9% -$79.9K 4.04% 6
2024
Q2 		$8.49M Sell
174,844
-391
-0.2% -$18.8K 4.2% 6
2024
Q1 		$8.39M Sell
175,235
-366
-0.2% -$17.4K 4.16% 5
2023
Q4 		$8.34M Buy
+175,601
New +$8.32M 4.33% 5

Other funds holding VTIP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Fidelity Investments
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 $6.85B AUM 30.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hart & Patterson Financial Group's VTIP Position: Q4 2024 in Review

Hart & Patterson Financial Group increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.3% in Q4 2024, buying an estimated $193K and bringing the position to 177,157 shares worth $8.58M. The position accounts for 4.17% of the portfolio, ranked #4.

Hart & Patterson Financial Group first reported a position in VTIP in Q4 2023 and has held it in 5 quarters since. 767 funds tracked by Wall St. Rank hold VTIP as of Q4 2024.

  • Hart & Patterson Financial Group held 177,157 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $8.58M as of Q4 2024.
  • Hart & Patterson Financial Group bought 3,954 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2024, an estimated $193K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 4.17% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #4 holding.
  • Hart & Patterson Financial Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and has held it in 5 quarters since.
  • 767 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.