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

Summit Trail 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
2021
Q4 		– Sell
-13,702
Closed -$720K – 314
2021
Q3 		$720K Buy
+13,702
New +$719K 0.05% 137

Other funds holding VTIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Summit Trail Advisors's VTIP Position: Q4 2021 in Review

Summit Trail Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2021, closing a stake of 13,702 shares — an estimated $720K sold.

Summit Trail Advisors first reported a position in VTIP in Q3 2021 and held it in 1 quarter. The position peaked at $720K in Q3 2021. 745 funds tracked by Wall St. Rank hold VTIP as of Q4 2021.

  • Summit Trail Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2021 after selling out during the quarter.
  • Summit Trail Advisors sold 13,702 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2021, an estimated $720K.
  • Summit Trail Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2021 and held it in 1 quarter.
  • Summit Trail Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $720K in Q3 2021.
  • 745 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2021.

Based on Summit Trail Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.