Ackerman Capital Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Ackerman Capital 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
2024 Q1	–	Sell	-34,376	Closed	-$1.63M	–	113
2023 Q4	$1.63M	Buy	+34,376	New	+$1.63M	0.46%	34
2019 Q2	–	Sell	-147,424	Closed	-$7.18K	–	187
2019 Q1	$7.18K	Sell	147,424 -558	-0.4%	-$26.9K	0.04%	50
2018 Q4	$7.09K	Buy	+147,982	New	+$7.12M	0.55%	30
2018 Q1	$1.98M	Sell	40,508 -84,627	-68%	-$4.12M	0.79%	28
2017 Q4	$6.19M	Buy	+125,135	New	+$6.19M	2.63%	14
2017 Q2	$7.28M	Buy	+147,768	New	+$7.3M	3.04%	10

Other funds holding VTIP

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

HWA

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

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

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

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

EWM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Ackerman Capital Advisors's VTIP Position: Q1 2024 in Review

Ackerman Capital Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2024, closing a stake of 34,376 shares — an estimated $1.63M sold.

Ackerman Capital Advisors first reported a position in VTIP in Q2 2017 and held it in 6 quarters. The position peaked at $7.28M in Q2 2017. 718 funds tracked by Wall St. Rank hold VTIP as of Q1 2024.

Ackerman Capital Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2024 after selling out during the quarter.
Ackerman Capital Advisors sold 34,376 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2024, an estimated $1.63M.
Ackerman Capital Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2017 and held it in 6 quarters.
Ackerman Capital Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $7.28M in Q2 2017.
718 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2024.

Based on Ackerman Capital Advisors's 13F filing for Q1 2024, filed 24 Apr 2024.