Systematic Alpha Investments’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Systematic Alpha Investments’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	-495,000	Closed	-$23.4M	–	300
2023 Q3	$23.4M	Hold	495,000	–	–	1.17%	20
2023 Q2	$23.5M	Hold	495,000	–	–	1.14%	21
2023 Q1	$23.7M	Hold	495,000	–	–	1.24%	19
2022 Q4	$23.1M	Hold	495,000	–	–	1.17%	20
2022 Q3	$23.8M	Hold	495,000	–	–	1.44%	17
2022 Q2	$24.8M	Hold	495,000	–	–	1.4%	16
2022 Q1	$25.3M	Buy	495,000 +300,000	+154%	+$15.4M	1.24%	18
2021 Q4	$10M	Buy	+195,000	New	+$10.1M	0.47%	47

Other funds holding VTIP

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

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

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

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

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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Systematic Alpha Investments's VTIP Position: Q4 2023 in Review

Systematic Alpha Investments sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2023, closing a stake of 495,000 shares — an estimated $23.4M sold.

Systematic Alpha Investments first reported a position in VTIP in Q4 2021 and held it in 8 quarters. The position peaked at $25.3M in Q1 2022. 763 funds tracked by Wall St. Rank hold VTIP as of Q4 2023.

Systematic Alpha Investments reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2023 after selling out during the quarter.
Systematic Alpha Investments sold 495,000 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2023, an estimated $23.4M.
Systematic Alpha Investments first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and held it in 8 quarters.
Systematic Alpha Investments's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $25.3M in Q1 2022.
763 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2023.

Based on Systematic Alpha Investments's 13F filing for Q4 2023, filed 13 Feb 2024.