Belvedere Trading’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Belvedere Trading’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	-25,800	Closed	-$1.23M	–	1010
2023 Q4	$1.23M	Buy	+25,800	New	+$1.22M	﹤0.01%	85
2023 Q2	–	Sell	-30,222	Closed	-$1.45M	–	1170
2023 Q1	$1.45M	Buy	30,222 +2,038	+7%	+$96K	﹤0.01%	55
2022 Q4	$1.32M	Buy	28,184 +4,799	+21%	+$229K	﹤0.01%	48
2022 Q3	$1.12M	Buy	23,385 +5,619	+32%	+$278K	0.04%	38
2022 Q2	$880K	Sell	17,766 -11,288	-39%	-$571K	0.03%	48
2022 Q1	$1.47M	Buy	29,054 +1,486	+5%	+$76.2K	0.04%	39
2021 Q4	$1.41M	Buy	27,568 +9,600	+53%	+$500K	0.06%	43
2021 Q3	$931K	Sell	17,968 -40,732	-69%	-$2.14M	0.02%	63
2021 Q2	$3.06M	Buy	+58,700	New	+$3.06M	0.23%	16

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

Belvedere Trading's VTIP Position: Q1 2024 in Review

Belvedere Trading sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2024, closing a stake of 25,800 shares — an estimated $1.23M sold.

Belvedere Trading first reported a position in VTIP in Q2 2021 and held it in 9 quarters. The position peaked at $3.06M in Q2 2021. 719 funds tracked by Wall St. Rank hold VTIP as of Q1 2024.

Belvedere Trading reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2024 after selling out during the quarter.
Belvedere Trading sold 25,800 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2024, an estimated $1.23M.
Belvedere Trading first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2021 and held it in 9 quarters.
Belvedere Trading's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3.06M in Q2 2021.
719 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2024.

Based on Belvedere Trading's 13F filing for Q1 2024, filed 9 May 2024.