LCM
VTIP icon

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

Lunt 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
-4,864
Closed -$230K – 88
2023
Q3 		$230K Sell
4,864
-309
-6% -$14.6K 0.12% 70
2023
Q2 		$245K Buy
+5,173
New +$247K 0.13% 72

Other funds holding VTIP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Betterment LLC
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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Lunt Capital Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2023, closing a stake of 4,864 shares — an estimated $230K sold.

Lunt Capital Management first reported a position in VTIP in Q2 2023 and held it in 2 quarters. The position peaked at $245K in Q2 2023. 761 funds tracked by Wall St. Rank hold VTIP as of Q4 2023.

  • Lunt Capital Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2023 after selling out during the quarter.
  • Lunt Capital Management sold 4,864 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2023, an estimated $230K.
  • Lunt Capital Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2023 and held it in 2 quarters.
  • Lunt Capital Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $245K in Q2 2023.
  • 761 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2023.

Based on Lunt Capital Management's 13F filing for Q4 2023, filed 30 Jan 2024.