PCWA
VTIP icon

Pacific Capital Wealth Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Pacific Capital Wealth 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
2025
Q1 		– Sell
-250
Closed -$12.1K – 376
2024
Q4 		$12.1K Sell
250
-130
-34% -$6.35K ﹤0.01% 257
2024
Q3 		$18.7K Buy
380
+130
+52% +$6.33K ﹤0.01% 249
2024
Q2 		$12.1K Hold
250
– – ﹤0.01% 293
2024
Q1 		$12K Sell
250
-510
-67% -$24.3K ﹤0.01% 218
2023
Q4 		$36.1K Sell
760
-63,978
-99% -$3.03M 0.01% 153
2023
Q3 		$3.06M Sell
64,738
-21,101
-25% -$997K 0.86% 22
2023
Q2 		$4.07M Sell
85,839
-8,441
-9% -$402K 1.03% 23
2023
Q1 		$4.51M Sell
94,280
-29,911
-24% -$1.41M 1.16% 23
2022
Q4 		$5.8M Sell
124,191
-6,830
-5% -$325K 1.5% 17
2022
Q3 		$6.3M Buy
131,021
+364
+0.3% +$18K 1.72% 15
2022
Q2 		$6.55M Buy
130,657
+82
+0.1% +$4.15K 1.81% 16
2022
Q1 		$6.69M Buy
130,575
+948
+0.7% +$48.6K 1.91% 13
2021
Q4 		$6.66M Buy
129,627
+10,352
+9% +$539K 1.92% 13
2021
Q3 		$6.27M Buy
119,275
+115,454
+3,022% +$6.06M 1.99% 13
2021
Q2 		$200K Buy
+3,821
New +$199K 0.1% 77

Other funds holding VTIP

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Pacific Capital Wealth Advisors's VTIP Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2025, closing a stake of 250 shares — an estimated $12.1K sold.

Pacific Capital Wealth Advisors first reported a position in VTIP in Q2 2021 and held it in 15 quarters. The position peaked at $6.69M in Q1 2022. 789 funds tracked by Wall St. Rank hold VTIP as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 250 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2025, an estimated $12.1K.
  • Pacific Capital Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2021 and held it in 15 quarters.
  • Pacific Capital Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $6.69M in Q1 2022.
  • 789 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.