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Patron Partners’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Patron Partners’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
2024
Q1 		– Sell
-5,674
Closed -$269K – 179
2023
Q4 		$269K Buy
5,674
+694
+14% +$32.9K 0.18% 136
2023
Q3 		$235K Sell
4,980
-203
-4% -$9.59K 0.17% 137
2023
Q2 		$246K Sell
5,183
-594
-10% -$28.3K 0.17% 135
2023
Q1 		$276K Buy
5,777
+122
+2% +$5.74K 0.2% 127
2022
Q4 		$264K Sell
5,655
-66
-1% -$3.15K 0.2% 126
2022
Q3 		$275K Buy
5,721
+680
+13% +$33.7K 0.23% 121
2022
Q2 		$253K Sell
5,041
-90
-2% -$4.55K 0.2% 129
2022
Q1 		$262K Buy
+5,131
New +$263K 0.18% 133

Other funds holding VTIP

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return