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

NTB Financial’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
2022
Q2 		– Sell
-6,740
Closed -$345K – 157
2022
Q1 		$345K Sell
6,740
-12,358
-65% -$634K 0.25% 98
2021
Q4 		$982K Buy
+19,098
New +$994K 0.68% 47

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NTB Financial's VTIP Position: Q2 2022 in Review

NTB Financial sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2022, closing a stake of 6,740 shares — an estimated $345K sold.

NTB Financial first reported a position in VTIP in Q4 2021 and held it in 2 quarters. The position peaked at $982K in Q4 2021. 807 funds tracked by Wall St. Rank hold VTIP as of Q2 2022.

  • NTB Financial reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2022 after selling out during the quarter.
  • NTB Financial sold 6,740 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2022, an estimated $345K.
  • NTB Financial first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and held it in 2 quarters.
  • NTB Financial's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $982K in Q4 2021.
  • 807 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2022.

Based on NTB Financial's 13F filing for Q2 2022, filed 9 Aug 2022.