de Empirical Wealth Management Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 258 M | Comprar |
5,146,018
+255,209
| +5% | +USD 12.8 M | 3.77% | 5 |
|
|
2026
Q1 | USD 244 M | Comprar |
4,890,809
+237,357
| +5% | +USD 11.8 M | 4.22% | 4 |
|
|
2025
Q4 | USD 230 M | Comprar |
4,653,452
+352,889
| +8% | +USD 17.6 M | 4.1% | 5 |
|
|
2025
Q3 | USD 218 M | Comprar |
4,300,563
+216,471
| +5% | +USD 10.9 M | 4.36% | 3 |
|
|
2025
Q2 | USD 205 M | Comprar |
4,084,092
+206,352
| +5% | +USD 10.3 M | 4.63% | 2 |
|
|
2025
Q1 | USD 193 M | Comprar |
3,877,740
+148,645
| +4% | +USD 7.3 M | 4.98% | 2 |
|
|
2024
Q4 | USD 181 M | Comprar |
3,729,095
+183,419
| +5% | +USD 8.96 M | 4.9% | 2 |
|
|
2024
Q3 | USD 175 M | Comprar |
3,545,676
+248,382
| +8% | +USD 12.1 M | 4.91% | 2 |
|
|
2024
Q2 | USD 160 M | Comprar |
3,297,294
+101,841
| +3% | +USD 4.9 M | 4.74% | 2 |
|
|
2024
Q1 | USD 153 M | Comprar |
3,195,453
+116,290
| +4% | +USD 5.54 M | 4.62% | 3 |
|
|
2023
Q4 | USD 146 M | Comprar |
3,079,163
+228,055
| +8% | +USD 10.8 M | 4.86% | 2 |
|
|
2023
Q3 | USD 135 M | Comprar |
2,851,108
+329,587
| +13% | +USD 15.6 M | 5.28% | 2 |
|
|
2023
Q2 | USD 120 M | Comprar |
2,521,521
+213,614
| +9% | +USD 10.2 M | 4.81% | 2 |
|
|
2023
Q1 | USD 110 M | Comprar |
2,307,907
+3,035
| +0.1% | +USD 143 k | 4.79% | 2 |
|
|
2022
Q4 | USD 108 M | Vender |
2,304,872
-93,982
| -4% | -USD 4.48 M | 5.07% | 2 |
|
|
2022
Q3 | USD 115 M | Vender |
2,398,854
-85,862
| -3% | -USD 4.25 M | 6.05% | 2 |
|
|
2022
Q2 | USD 125 M | Vender |
2,484,716
-36,908
| -1% | -USD 1.87 M | 6.54% | 2 |
|
|
2022
Q1 | USD 129 M | Comprar |
2,521,624
+74,259
| +3% | +USD 3.81 M | 6.44% | 2 |
|
|
2021
Q4 | USD 126 M | Comprar |
2,447,365
+135,100
| +6% | +USD 7.03 M | 6.28% | 2 |
|
|
2021
Q3 | USD 122 M | Comprar |
2,312,265
+131,073
| +6% | +USD 6.88 M | 6.92% | 2 |
|
|
2021
Q2 | USD 114 M | Comprar |
2,181,192
+418,538
| +24% | +USD 21.8 M | 6.92% | 2 |
|
|
2021
Q1 | USD 90.8 M | Vender |
1,762,654
-163,297
| -8% | -USD 8.4 M | 7.28% | 2 |
|
|
2020
Q4 | USD 98.4 M | Comprar |
1,925,951
+97,778
| +5% | +USD 4.98 M | 7.5% | 2 |
|
|
2020
Q3 | USD 93.3 M | Comprar |
1,828,173
+114,113
| +7% | +USD 5.79 M | 7.97% | 2 |
|
|
2020
Q2 | USD 86 M | Comprar |
1,714,060
+130,628
| +8% | +USD 6.49 M | 8.02% | 2 |
|
|
2020
Q1 | USD 77.1 M | Vender |
1,583,432
-18,774
| -1% | -USD 922 k | 8.43% | 2 |
|
|
2019
Q4 | USD 79 M | Comprar |
1,602,206
+117,806
| +8% | +USD 5.8 M | 8.68% | 3 |
|
|
2019
Q3 | USD 72.8 M | Comprar |
1,484,400
+113,355
| +8% | +USD 5.6 M | 8.82% | 3 |
|
|
2019
Q2 | USD 67.6 M | Comprar |
1,371,045
+155,994
| +13% | +USD 7.64 M | 8.81% | 3 |
|
|
2019
Q1 | USD 59.1 M | Comprar |
1,215,051
+104,758
| +9% | +USD 5.06 M | 8.61% | 3 |
|
|
2018
Q4 | USD 53.2 M | Comprar |
1,110,293
+91,597
| +9% | +USD 4.41 M | 9.04% | 3 |
|
|
2018
Q3 | USD 49.3 M | Comprar |
1,018,696
+63,394
| +7% | +USD 3.1 M | 8.73% | 3 |
|
|
2018
Q2 | USD 46.7 M | Comprar |
955,302
+52,981
| +6% | +USD 2.59 M | 8.74% | 3 |
|
|
2018
Q1 | USD 44.1 M | Comprar |
902,321
+68,413
| +8% | +USD 3.33 M | 8.72% | 3 |
|
|
2017
Q4 | USD 40.7 M | Comprar |
833,908
+56,807
| +7% | +USD 2.81 M | 8.73% | 3 |
|
|
2017
Q3 | USD 38.4 M | Comprar |
777,101
+27,846
| +4% | +USD 1.38 M | 8.87% | 3 |
|
|
2017
Q2 | USD 36.9 M | Comprar |
749,255
+21,528
| +3% | +USD 1.06 M | 8.98% | 3 |
|
|
2017
Q1 | USD 36 M | Vender |
727,727
-151,816
| -17% | -USD 7.49 M | 8.97% | 3 |
|
|
2016
Q4 | USD 43.2 M | Comprar |
879,543
+65,984
| +8% | +USD 3.26 M | 10.61% | 3 |
|
|
2016
Q3 | USD 40.4 M | Comprar |
813,559
+29,975
| +4% | +USD 1.48 M | 10.55% | 3 |
|
|
2016
Q2 | USD 38.8 M | Comprar |
783,584
+35,932
| +5% | +USD 1.77 M | 10.18% | 3 |
|
|
2016
Q1 | USD 36.7 M | Comprar |
747,652
+54,455
| +8% | +USD 2.64 M | 8.88% | 3 |
|
|
2015
Q4 | USD 33.5 M | Comprar |
693,197
+72,494
| +12% | +USD 3.51 M | 8.15% | 4 |
|
|
2015
Q3 | USD 30 M | Comprar |
620,703
+52,577
| +9% | +USD 2.55 M | 7.09% | 4 |
|
|
2015
Q2 | USD 27.7 M | Comprar |
568,126
+55,138
| +11% | +USD 2.68 M | 6.43% | 4 |
|
|
2015
Q1 | USD 24.9 M | Comprar |
512,988
+82,448
| +19% | +USD 3.99 M | 5.96% | 5 |
|
|
2014
Q4 | USD 20.8 M | Comprar |
430,540
+217,090
| +102% | +USD 10.7 M | 5.07% | 5 |
|
|
2014
Q3 | USD 10.5 M | Comprar |
213,450
+187,331
| +717% | +USD 9.34 M | 2.55% | 12 |
|
|
2014
Q2 | USD 1.31 M | Vender |
26,119
-1,134
| -4% | -USD 56.4 k | 0.32% | 43 |
|
|
2014
Q1 | USD 1.34 M | Comprar |
27,253
+2,608
| +11% | +USD 129 k | 0.35% | 40 |
|
|
2013
Q4 | USD 1.22 M | Comprar |
24,645
+7,437
| +43% | +USD 368 k | 0.34% | 38 |
|
|
2013
Q3 | USD 851 k | Comprar |
+17,208
| Nuevas | +USD 849 k | 0.27% | 43 |
|
Otros fondos que tienen VTIP en su cartera
Posición de Empirical Wealth Management en VTIP: resumen de T2 2026
Empirical Wealth Management aumentó su participación en Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) en 5.2% durante T2 2026, al comprar aproximadamente USD 12.8 M y elevar la posición a 5,146,018 acciones con un valor de USD 258 M. La posición representa 3.77% de la cartera y ocupa el puesto #5.
Empirical Wealth Management reportó por primera vez una posición en VTIP en T3 2013 y la ha mantenido durante 52 trimestres desde entonces. Al cierre de T2 2026, 956 fondos que sigue Wall St. Rank mantienen una posición en VTIP.
- Al cierre de T2 2026, Empirical Wealth Management tenía 5,146,018 acciones de Vanguard Short-Term Inflation-Protected Securities Index Fund con un valor de USD 258 M.
- Empirical Wealth Management compró 255,209 acciones de Vanguard Short-Term Inflation-Protected Securities Index Fund en T2 2026, por un monto estimado de USD 12.8 M.
- Vanguard Short-Term Inflation-Protected Securities Index Fund representó 3.77% de la cartera de Empirical Wealth Management en T2 2026 y fue su posición número 5.
- Empirical Wealth Management reportó por primera vez una posición en Vanguard Short-Term Inflation-Protected Securities Index Fund en T3 2013 y la ha mantenido durante 52 trimestres desde entonces.
- Al cierre de T2 2026, 956 fondos que sigue Wall St. Rank tenían Vanguard Short-Term Inflation-Protected Securities Index Fund en cartera.
Según el Informe 13F de Empirical Wealth Management correspondiente a T2 2026, presentado el 15 jul 2026.