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Treynor Bancshares’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Treynor Bancshares’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
-4,803
Closed -$230K – 79
2024
Q1 		$230K Hold
4,803
– – 0.13% 75
2023
Q4 		$228K Buy
4,803
+92
+2% +$4.36K 0.13% 75
2023
Q3 		$223K Buy
+4,711
New +$223K 0.14% 71

Other funds holding VTIP

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CA
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Treynor Bancshares's VTIP Position: Q2 2024 in Review

Treynor Bancshares sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2024, closing a stake of 4,803 shares — an estimated $230K sold.

Treynor Bancshares first reported a position in VTIP in Q3 2023 and held it in 3 quarters. The position peaked at $230K in Q1 2024. 731 funds tracked by Wall St. Rank hold VTIP as of Q2 2024.

  • Treynor Bancshares reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2024 after selling out during the quarter.
  • Treynor Bancshares sold 4,803 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2024, an estimated $230K.
  • Treynor Bancshares first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2023 and held it in 3 quarters.
  • Treynor Bancshares's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $230K in Q1 2024.
  • 731 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2024.

Based on Treynor Bancshares's 13F filing for Q2 2024, filed 14 Aug 2024.