PAIA
VTIP icon

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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Betterment LLC
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $5.75B AUM 21.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return