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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
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
VA
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$8.42B AUM
14.36%
1-Year Est. Return
HWA
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$2.56B AUM
19.48%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
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$501B AUM
22.01%
1-Year Est. Return
EWM
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$6.82B AUM
30.02%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
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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