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BWM
Benchmark Wealth Management’s
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
Stock Holding History
Benchmark Wealth Management’s Portfolio
VTIP Stock Details
VTIP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
–
Sell
-5,409
Closed
-$256K
–
49
2023
Q2
$256K
Hold
5,409
–
–
0.15%
44
2023
Q1
$258K
Hold
5,409
–
–
0.16%
43
2022
Q4
$253K
Sell
5,409
-743
-12%
-$35.4K
0.18%
45
2022
Q3
$296K
Hold
6,152
–
–
0.23%
36
2022
Q2
$308K
Sell
6,152
-5,017
-45%
-$254K
0.23%
36
2022
Q1
$572K
Sell
11,169
-2,843
-20%
-$146K
0.38%
24
2021
Q4
$720K
Buy
14,012
+3,029
+28%
+$158K
0.47%
20
2021
Q3
$577K
Sell
10,983
-425
-4%
-$22.3K
0.41%
20
2021
Q2
$598K
Buy
11,408
+926
+9%
+$48.3K
0.41%
21
2021
Q1
$540K
Sell
10,482
-33
-0.3%
-$1.7K
0.4%
20
2020
Q4
$537K
Sell
10,515
-104
-1%
-$5.29K
0.41%
20
2020
Q3
$542K
Sell
10,619
-382
-3%
-$19.4K
0.43%
21
2020
Q2
$552K
Buy
11,001
+145
+1%
+$7.21K
0.47%
20
2020
Q1
$529K
Hold
10,856
–
–
0.53%
18
2019
Q4
$535K
Buy
+10,856
New
+$535K
0.46%
24
Other funds holding VTIP
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$1.9T AUM
41.92%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
SEI Investments
Oaks, Pennsylvania
$108B AUM
26.14%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
HWA
Heritage Wealth Advisors
Richmond, Virginia
$2.56B AUM
19.48%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
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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