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1IA
1834 Investment Advisors’s
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
Stock Holding History
1834 Investment Advisors’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
2022
Q3
–
Sell
-633
Closed
-$32K
–
446
2022
Q2
$32K
Hold
633
–
–
﹤0.01%
305
2022
Q1
$32K
Hold
633
–
–
﹤0.01%
279
2021
Q4
$33K
Hold
633
–
–
﹤0.01%
290
2021
Q3
$33K
Hold
633
–
–
﹤0.01%
296
2021
Q2
$33K
Hold
633
–
–
﹤0.01%
304
2021
Q1
$33K
Hold
633
–
–
﹤0.01%
292
2020
Q4
$32K
Hold
633
–
–
﹤0.01%
286
2020
Q3
$32K
Hold
633
–
–
﹤0.01%
285
2020
Q2
$32K
Hold
633
–
–
0.01%
266
2020
Q1
$31K
Hold
633
–
–
0.01%
280
2019
Q4
$31K
Hold
633
–
–
﹤0.01%
299
2019
Q3
$31K
Sell
633
-327
-34%
-$16.2K
﹤0.01%
302
2019
Q2
$47K
Buy
+960
New
+$47K
0.01%
290
2018
Q2
–
Sell
-2,978
Closed
-$146K
–
472
2018
Q1
$146K
Sell
2,978
-821
-22%
-$40K
0.02%
191
2017
Q4
$185K
Buy
+3,799
New
+$188K
0.03%
181
Other funds holding VTIP
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
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
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
SEI Investments
Oaks, Pennsylvania
$108B AUM
26.14%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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