Paladin Advisory Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Paladin Advisory Group’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	-565	Closed	-$26.7K	–	260
2023 Q3	$26.7K	Hold	565	–	–	0.02%	177
2023 Q2	$26.8K	Sell	565 -9,109	-94%	-$434K	0.02%	183
2023 Q1	$463K	Buy	+9,674	New	+$455K	0.38%	51
2022 Q2	–	Sell	-1,413	Closed	-$71.5K	–	525
2022 Q1	$71K	Buy	+1,413	New	+$72.5K	0.06%	148

Other funds holding VTIP

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

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

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

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

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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Paladin Advisory Group's VTIP Position: Q4 2023 in Review

Paladin Advisory Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2023, closing a stake of 565 shares — an estimated $26.7K sold.

Paladin Advisory Group first reported a position in VTIP in Q1 2022 and held it in 4 quarters. The position peaked at $463K in Q1 2023. 762 funds tracked by Wall St. Rank hold VTIP as of Q4 2023.

Paladin Advisory Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2023 after selling out during the quarter.
Paladin Advisory Group sold 565 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2023, an estimated $26.7K.
Paladin Advisory Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and held it in 4 quarters.
Paladin Advisory Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $463K in Q1 2023.
762 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2023.

Based on Paladin Advisory Group's 13F filing for Q4 2023, filed 31 Jan 2024.