Sentinel Pension Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Sentinel Pension Advisors’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 Q2	–	Sell	-15,688	Closed	-$751K	–	116
2024 Q1	$751K	Sell	15,688 -3,351	-18%	-$160K	0.16%	54
2023 Q4	$904K	Sell	19,039 -7,069	-27%	-$335K	0.22%	52
2023 Q3	$1.23M	Sell	26,108 -11	-0%	-$520	0.3%	46
2023 Q2	$1.24M	Sell	26,119 -547	-2%	-$26.1K	0.3%	50
2023 Q1	$1.28M	Hold	26,666	–	–	0.32%	45
2022 Q4	$1.25M	Sell	26,666 -162	-0.6%	-$7.72K	0.39%	41
2022 Q3	$1.29M	Sell	26,828 -28	-0.1%	-$1.39K	0.45%	35
2022 Q2	$1.35M	Sell	26,856 -786	-3%	-$39.8K	0.45%	38
2022 Q1	$1.42M	Sell	27,642 -502	-2%	-$25.7K	0.48%	40
2021 Q4	$1.45M	Sell	28,144 -134	-0.5%	-$6.97K	0.46%	37
2021 Q3	$1.49M	Sell	28,278 -18	-0.1%	-$944	0.51%	36
2021 Q2	$1.48M	Buy	+28,296	New	+$1.47M	0.52%	36
2021 Q1	–	Sell	-27,981	Closed	-$1.43M	–	85
2020 Q4	$1.43M	Sell	27,981 -196	-0.7%	-$9.97K	0.52%	33
2020 Q3	$1.44M	Sell	28,177 -119	-0.4%	-$6.04K	0.56%	34
2020 Q2	$1.42M	Sell	28,296 -641	-2%	-$31.9K	0.59%	34
2020 Q1	$1.41M	Buy	+28,937	New	+$1.42M	0.69%	31

Other funds holding VTIP

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

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

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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 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

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

EWM

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sentinel Pension Advisors's VTIP Position: Q2 2024 in Review

Sentinel Pension Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2024, closing a stake of 15,688 shares — an estimated $751K sold.

Sentinel Pension Advisors first reported a position in VTIP in Q1 2020 and held it in 16 quarters. The position peaked at $1.49M in Q3 2021. 730 funds tracked by Wall St. Rank hold VTIP as of Q2 2024.

Sentinel Pension Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2024 after selling out during the quarter.
Sentinel Pension Advisors sold 15,688 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2024, an estimated $751K.
Sentinel Pension Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2020 and held it in 16 quarters.
Sentinel Pension Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.49M in Q3 2021.
730 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2024.

Based on Sentinel Pension Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.