Highlander Capital Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Highlander Capital Management’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	-1,000	Closed	-$47K	–	1006
2023 Q3	$47K	Hold	1,000	–	–	0.02%	385
2023 Q2	$47K	Hold	1,000	–	–	0.02%	335
2023 Q1	$48K	Hold	1,000	–	–	0.02%	324
2022 Q4	$47K	Hold	1,000	–	–	0.02%	306
2022 Q3	$48K	Hold	1,000	–	–	0.03%	289
2022 Q2	$50K	Hold	1,000	–	–	0.03%	290
2022 Q1	$51K	Hold	1,000	–	–	0.02%	292
2021 Q4	$51K	Hold	1,000	–	–	0.02%	287
2021 Q3	$53K	Hold	1,000	–	–	0.03%	275
2021 Q2	$52K	Hold	1,000	–	–	0.03%	296
2021 Q1	$52K	Hold	1,000	–	–	0.03%	287
2020 Q4	$51K	Hold	1,000	–	–	0.03%	285
2020 Q3	$51K	Buy	+1,000	New	+$50.7K	0.03%	280

Other funds holding VTIP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Highlander Capital Management's VTIP Position: Q4 2023 in Review

Highlander Capital Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2023, closing a stake of 1,000 shares — an estimated $47K sold.

Highlander Capital Management first reported a position in VTIP in Q3 2020 and held it in 13 quarters. The position peaked at $53K in Q3 2021. 762 funds tracked by Wall St. Rank hold VTIP as of Q4 2023.

Highlander Capital Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2023 after selling out during the quarter.
Highlander Capital Management sold 1,000 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2023, an estimated $47K.
Highlander Capital Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2020 and held it in 13 quarters.
Highlander Capital Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $53K in Q3 2021.
762 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2023.

Based on Highlander Capital Management's 13F filing for Q4 2023, filed 24 Jan 2024.