Park Avenue Institutional Advisers’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Park Avenue Institutional Advisers’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	-173,500	Closed	-$8.2M	–	5
2023 Q3	$8.2M	Sell	173,500 -12,800	-7%	-$605K	21.27%	3
2023 Q2	$8.83M	Sell	186,300 -514,400	-73%	-$24.5M	21.7%	3
2023 Q1	$33.5M	Sell	700,700 -620,000	-47%	-$29.2M	45.29%	2
2022 Q4	$63.5M	Sell	1,320,700 -49,000	-4%	-$2.33M	85.17%	1
2022 Q3	$65.9M	Sell	1,369,700 -10,300	-0.7%	-$510K	85.63%	1
2022 Q2	$69.2M	Buy	1,380,000 +985,000	+249%	+$49.8M	97.56%	1
2022 Q1	$20.2M	Buy	+395,000	New	+$20.3M	16.96%	3

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Park Avenue Institutional Advisers's VTIP Position: Q4 2023 in Review

Park Avenue Institutional Advisers sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2023, closing a stake of 173,500 shares — an estimated $8.2M sold.

Park Avenue Institutional Advisers first reported a position in VTIP in Q1 2022 and held it in 7 quarters. The position peaked at $69.2M in Q2 2022. 763 funds tracked by Wall St. Rank hold VTIP as of Q4 2023.

Park Avenue Institutional Advisers reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2023 after selling out during the quarter.
Park Avenue Institutional Advisers sold 173,500 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2023, an estimated $8.2M.
Park Avenue Institutional Advisers first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and held it in 7 quarters.
Park Avenue Institutional Advisers's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $69.2M in Q2 2022.
763 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2023.

Based on Park Avenue Institutional Advisers's 13F filing for Q4 2023, filed 1 Feb 2024.