McClarren Financial Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

McClarren Financial Advisors’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 Q2	–	Sell	-1	Closed	-$1K	–	377
2024 Q1	$1K	Sell	1 -1	-50%	-$48	﹤0.01%	344
2023 Q4	$0	Buy	2 +1	+100%	+$47	﹤0.01%	426
2023 Q3	$0	Sell	1 -2,193	-100%	-$104K	﹤0.01%	408
2023 Q2	$104K	Sell	2,194 -8,836	-80%	-$421K	0.09%	101
2023 Q1	$524K	Sell	11,030 -847	-7%	-$39.9K	0.48%	39
2022 Q4	$554K	Sell	11,877 -103,086	-90%	-$4.91M	0.53%	33
2022 Q3	$5.53M	Buy	114,963 +31,938	+38%	+$1.58M	5.51%	5
2022 Q2	$4.16M	Sell	83,025 -289,623	-78%	-$14.7M	13.31%	1
2022 Q1	$19.1M	Buy	372,648 +1,655	+0.4%	+$84.9K	13.8%	1
2021 Q4	$19.1M	Buy	+370,993	New	+$19.3M	13.01%	1

Other funds holding VTIP

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

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

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

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 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

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

McClarren Financial Advisors's VTIP Position: Q2 2024 in Review

McClarren Financial Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2024, closing a stake of 1 share — an estimated $1K sold.

McClarren Financial Advisors first reported a position in VTIP in Q4 2021 and held it in 10 quarters. The position peaked at $19.1M in Q4 2021. 730 funds tracked by Wall St. Rank hold VTIP as of Q2 2024.

McClarren Financial Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2024 after selling out during the quarter.
McClarren Financial Advisors sold 1 Vanguard Short-Term Inflation-Protected Securities Index Fund share in Q2 2024, an estimated $1K.
McClarren Financial Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and held it in 10 quarters.
McClarren Financial Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $19.1M in Q4 2021.
730 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2024.

Based on McClarren Financial Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.