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

Janney 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
2024
Q1 		– Sell
-4,485
Closed -$213K – 243
2023
Q4 		$213K Sell
4,485
-43
-0.9% -$2.04K 0.01% 228
2023
Q3 		$214K Sell
4,528
-735
-14% -$34.7K 0.02% 205
2023
Q2 		$250K Sell
5,263
-38
-0.7% -$1.81K 0.02% 216
2023
Q1 		$253K Sell
5,301
-477
-8% -$22.5K 0.02% 204
2022
Q4 		$270K Sell
5,778
-225
-4% -$10.7K 0.02% 209
2022
Q3 		$289K Sell
6,003
-136
-2% -$6.74K 0.02% 178
2022
Q2 		$308K Sell
6,139
-54
-0.9% -$2.73K 0.02% 159
2022
Q1 		$317K Sell
6,193
-18
-0.3% -$923 0.02% 160
2021
Q4 		$319K Sell
6,211
-116,719
-95% -$6.07M 0.02% 172
2021
Q3 		$6.46M Sell
122,930
-123,176
-50% -$6.46M 0.43% 84
2021
Q2 		$12.9M Sell
246,106
-4,605
-2% -$240K 0.82% 43
2021
Q1 		$12.9M Buy
250,711
+36,099
+17% +$1.86M 0.86% 40
2020
Q4 		$11M Sell
214,612
-12,219
-5% -$622K 0.76% 51
2020
Q3 		$11.6M Sell
226,831
-247,273
-52% -$12.5M 0.79% 42
2020
Q2 		$23.8M Sell
474,104
-35,241
-7% -$1.75M 1.64% 10
2020
Q1 		$24.8M Sell
509,345
-78,258
-13% -$3.84M 1.9% 9
2019
Q4 		$29M Sell
587,603
-29,912
-5% -$1.47M 1.56% 12
2019
Q3 		$30.3M Buy
617,515
+121,821
+25% +$6.02M 1.69% 12
2019
Q2 		$24.4M Sell
495,694
-17,160
-3% -$840K 1.33% 21
2019
Q1 		$25M Sell
512,854
-29,150
-5% -$1.41M 1.3% 23
2018
Q4 		$26M Buy
542,004
+151,303
+39% +$7.28M 1.4% 19
2018
Q3 		$18.9M Buy
+390,701
New +$19.1M 0.82% 42

Other funds holding VTIP

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Janney Capital Management's VTIP Position: Q1 2024 in Review

Janney Capital Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2024, closing a stake of 4,485 shares — an estimated $213K sold.

Janney Capital Management first reported a position in VTIP in Q3 2018 and held it in 22 quarters. The position peaked at $30.3M in Q3 2019. 718 funds tracked by Wall St. Rank hold VTIP as of Q1 2024.

  • Janney Capital Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2024 after selling out during the quarter.
  • Janney Capital Management sold 4,485 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2024, an estimated $213K.
  • Janney Capital Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2018 and held it in 22 quarters.
  • Janney Capital Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $30.3M in Q3 2019.
  • 718 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2024.

Based on Janney Capital Management's 13F filing for Q1 2024, filed 1 May 2024.