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

PFS 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
2023
Q4 		– Sell
-180
Closed -$8.51K – 496
2023
Q3 		$8.51K Buy
180
+50
+38% +$2.36K 0.01% 267
2023
Q2 		$6.17K Hold
130
– – 0.01% 310
2023
Q1 		$6.22K Buy
+130
New +$6.12K 0.01% 260

Other funds holding VTIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Betterment LLC
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PFS Partners's VTIP Position: Q4 2023 in Review

PFS Partners sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2023, closing a stake of 180 shares — an estimated $8.51K sold.

PFS Partners first reported a position in VTIP in Q1 2023 and held it in 3 quarters. The position peaked at $8.51K in Q3 2023. 764 funds tracked by Wall St. Rank hold VTIP as of Q4 2023.

  • PFS Partners reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2023 after selling out during the quarter.
  • PFS Partners sold 180 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2023, an estimated $8.51K.
  • PFS Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2023 and held it in 3 quarters.
  • PFS Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $8.51K in Q3 2023.
  • 764 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2023.

Based on PFS Partners's 13F filing for Q4 2023, filed 29 Jan 2024.