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

Baldrige 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 Q1	$347K	Buy	7,254 +469	+7%	+$22.1K	0.14%	83
2022 Q4	$317K	Buy	6,785 +733	+12%	+$34.9K	0.14%	85
2022 Q3	$291K	Buy	6,052 +1,497	+33%	+$74.2K	0.14%	89
2022 Q2	$228K	Hold	4,555	–	–	0.1%	100
2022 Q1	$233K	Buy	4,555 +489	+12%	+$25.1K	0.1%	104
2021 Q4	$209K	Buy	4,066 +16	+0.4%	+$833	0.08%	106
2021 Q3	$213K	Hold	4,050	–	–	0.09%	101
2021 Q2	$212K	Sell	4,050 -483	-11%	-$25.2K	0.09%	95
2021 Q1	$234K	Buy	4,533 +523	+13%	+$26.9K	0.13%	81
2020 Q4	$205K	Hold	4,010	–	–	0.12%	84
2020 Q3	$205K	Hold	4,010	–	–	0.14%	79
2020 Q2	$201K	Buy	+4,010	New	+$199K	0.15%	76
2020 Q1	–	Sell	-3,606	Closed	-$178K	–	89
2019 Q4	$178K	Buy	3,606 +81	+2%	+$3.99K	0.15%	72
2019 Q3	$173K	Hold	3,525	–	–	0.15%	67
2019 Q2	$174K	Buy	3,525 +651	+23%	+$31.9K	0.16%	66
2019 Q1	$140K	Buy	+2,874	New	+$139K	0.14%	64

Other funds holding VTIP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

EWM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Baldrige Asset Management's VTIP Position: Q1 2023 in Review

Baldrige Asset Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 6.9% in Q1 2023, buying an estimated $22.1K and bringing the position to 7,254 shares worth $347K. The position accounts for 0.14% of the portfolio, ranked #83.

Baldrige Asset Management first reported a position in VTIP in Q1 2019 and has held it in 16 quarters since. 776 funds tracked by Wall St. Rank hold VTIP as of Q1 2023.

Baldrige Asset Management held 7,254 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $347K as of Q1 2023.
Baldrige Asset Management bought 469 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2023, an estimated $22.1K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.14% of Baldrige Asset Management's portfolio in Q1 2023, its #83 holding.
Baldrige Asset Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2019 and has held it in 16 quarters since.
776 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.