Van Cleef Asset Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Van Cleef Asset Management’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 Q2	–	Sell	-4,985	Closed	-$238K	–	114
2023 Q1	$238K	Sell	4,985 -1,500	-23%	-$70.6K	0.04%	104
2022 Q4	$303K	Sell	6,485 -480	-7%	-$22.9K	0.05%	88
2022 Q3	$335K	Sell	6,965 -1,490	-18%	-$73.8K	0.06%	81
2022 Q2	$424K	Hold	8,455	–	–	0.07%	79
2022 Q1	$433K	Hold	8,455	–	–	0.06%	83
2021 Q4	$435K	Hold	8,455	–	–	0.06%	87
2021 Q3	$445K	Buy	8,455 +800	+10%	+$42K	0.07%	89
2021 Q2	$401K	Buy	+7,655	New	+$399K	0.06%	95

Other funds holding VTIP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Van Cleef Asset Management's VTIP Position: Q2 2023 in Review

Van Cleef Asset Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2023, closing a stake of 4,985 shares — an estimated $238K sold.

Van Cleef Asset Management first reported a position in VTIP in Q2 2021 and held it in 8 quarters. The position peaked at $445K in Q3 2021. 765 funds tracked by Wall St. Rank hold VTIP as of Q2 2023.

Van Cleef Asset Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2023 after selling out during the quarter.
Van Cleef Asset Management sold 4,985 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2023, an estimated $238K.
Van Cleef Asset Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2021 and held it in 8 quarters.
Van Cleef Asset Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $445K in Q3 2021.
765 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2023.

Based on Van Cleef Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.