Valley National Advisers’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Valley National Advisers’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	-13	Closed	-$1K	–	1280
2023 Q3	$1K	Hold	13	–	–	﹤0.01%	1035
2023 Q2	$1K	Hold	13	–	–	﹤0.01%	952
2023 Q1	$1K	Buy	+13	New	+$612	﹤0.01%	865
2018 Q4	–	Sell	-280	Closed	-$14K	–	829
2018 Q3	$14K	Buy	+280	New	+$13.7K	﹤0.01%	408

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 22.9% 1-Year Est. Return

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

Valley National Advisers's VTIP Position: Q4 2023 in Review

Valley National Advisers sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2023, closing a stake of 13 shares — an estimated $1K sold.

Valley National Advisers first reported a position in VTIP in Q3 2018 and held it in 4 quarters. The position peaked at $14K in Q3 2018. 764 funds tracked by Wall St. Rank hold VTIP as of Q4 2023.

Valley National Advisers reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2023 after selling out during the quarter.
Valley National Advisers sold 13 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2023, an estimated $1K.
Valley National Advisers first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2018 and held it in 4 quarters.
Valley National Advisers's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $14K in Q3 2018.
764 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2023.

Based on Valley National Advisers's 13F filing for Q4 2023, filed 25 Jan 2024.