PA
VTIP icon

Pinnacle Associates’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Pinnacle Associates’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
2022
Q4 		– Sell
-6,858
Closed -$330K – 776
2022
Q3 		$330K Sell
6,858
-132
-2% -$6.54K 0.01% 578
2022
Q2 		$350K Sell
6,990
-2,952
-30% -$149K 0.01% 580
2022
Q1 		$509K Buy
9,942
+518
+5% +$26.6K 0.01% 555
2021
Q4 		$484K Hold
9,424
– – 0.01% 562
2021
Q3 		$496K Buy
9,424
+500
+6% +$26.2K 0.01% 552
2021
Q2 		$468K Sell
8,924
-7,483
-46% -$390K 0.01% 556
2021
Q1 		$846K Buy
16,407
+6,903
+73% +$355K 0.02% 443
2020
Q4 		$486K Buy
9,504
+100
+1% +$5.09K 0.01% 522
2020
Q3 		$480K Buy
+9,404
New +$477K 0.01% 494
2019
Q4 		– Sell
-4,797
Closed -$235K – 741
2019
Q3 		$235K Sell
4,797
-2,166
-31% -$107K 0.01% 645
2019
Q2 		$343K Sell
6,963
-1,839
-21% -$90.1K 0.01% 579
2019
Q1 		$428K Sell
8,802
-44,667
-84% -$2.16M 0.01% 553
2018
Q4 		$2.56M Buy
53,469
+2,299
+4% +$111K 0.07% 265
2018
Q3 		$2.48M Buy
51,170
+6,459
+14% +$315K 0.05% 283
2018
Q2 		$2.18M Buy
44,711
+7,153
+19% +$350K 0.04% 297
2018
Q1 		$1.84M Buy
37,558
+5,154
+16% +$251K 0.04% 314
2017
Q4 		$1.58M Buy
32,404
+1,089
+3% +$53.9K 0.03% 336
2017
Q3 		$1.55M Buy
31,315
+2,080
+7% +$103K 0.03% 341
2017
Q2 		$1.44M Buy
29,235
+3,655
+14% +$181K 0.03% 346
2017
Q1 		$1.26M Buy
25,580
+5,195
+25% +$256K 0.02% 367
2016
Q4 		$1M Buy
20,385
+10,490
+106% +$518K 0.02% 387
2016
Q3 		$491K Buy
9,895
+3,325
+51% +$164K 0.01% 478
2016
Q2 		$325K Buy
6,570
+1,175
+22% +$57.7K 0.01% 530
2016
Q1 		$265K Buy
+5,395
New +$262K 0.01% 542

Other funds holding VTIP

GWA
Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

Pinnacle Associates's VTIP Position: Q4 2022 in Review

Pinnacle Associates sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2022, closing a stake of 6,858 shares — an estimated $330K sold.

Pinnacle Associates first reported a position in VTIP in Q1 2016 and held it in 24 quarters. The position peaked at $2.56M in Q4 2018. 812 funds tracked by Wall St. Rank hold VTIP as of Q4 2022.

  • Pinnacle Associates reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2022 after selling out during the quarter.
  • Pinnacle Associates sold 6,858 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2022, an estimated $330K.
  • Pinnacle Associates first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2016 and held it in 24 quarters.
  • Pinnacle Associates's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.56M in Q4 2018.
  • 812 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2022.

Based on Pinnacle Associates's 13F filing for Q4 2022, filed 25 Jan 2023.