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Mount Yale Investment Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Mount Yale Investment 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
Q4 		– Sell
-7,778
Closed -$384K – 620
2024
Q3 		$384K Buy
+7,778
New +$379K 0.04% 379

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 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

Mount Yale Investment Advisors's VTIP Position: Q4 2024 in Review

Mount Yale Investment Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2024, closing a stake of 7,778 shares — an estimated $384K sold.

Mount Yale Investment Advisors first reported a position in VTIP in Q3 2024 and held it in 1 quarter. The position peaked at $384K in Q3 2024. 766 funds tracked by Wall St. Rank hold VTIP as of Q4 2024.

  • Mount Yale Investment Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2024 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 7,778 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2024, an estimated $384K.
  • Mount Yale Investment Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2024 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $384K in Q3 2024.
  • 766 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2024.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.