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

Sovereign Investment 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
2023
Q4 		– Sell
-10,544
Closed -$499K – 36
2023
Q3 		$499K Buy
10,544
+5,206
+98% +$246K 0.2% 33
2023
Q2 		$253K Buy
+5,338
New +$254K 0.1% 39

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Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sovereign Investment Advisors's VTIP Position: Q4 2023 in Review

Sovereign Investment Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2023, closing a stake of 10,544 shares — an estimated $499K sold.

Sovereign Investment Advisors first reported a position in VTIP in Q2 2023 and held it in 2 quarters. The position peaked at $499K in Q3 2023. 763 funds tracked by Wall St. Rank hold VTIP as of Q4 2023.

  • Sovereign Investment Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2023 after selling out during the quarter.
  • Sovereign Investment Advisors sold 10,544 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2023, an estimated $499K.
  • Sovereign Investment Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2023 and held it in 2 quarters.
  • Sovereign Investment Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $499K in Q3 2023.
  • 763 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2023.

Based on Sovereign Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.