BFEC
VTIP icon

Benjamin F. Edwards & Company’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$78K Buy
1,611
+37
+2% +$1.78K ﹤0.01% 1198
2024
Q1 		$75K Sell
1,574
-273
-15% -$13K ﹤0.01% 1191
2023
Q4 		$88K Sell
1,847
-498
-21% -$23.6K ﹤0.01% 1108
2023
Q3 		$111K Buy
2,345
+212
+10% +$10K ﹤0.01% 875
2023
Q2 		$101K Sell
2,133
-39
-2% -$1.86K ﹤0.01% 904
2023
Q1 		$104K Sell
2,172
-197
-8% -$9.28K ﹤0.01% 896
2022
Q4 		$111K Hold
2,369
– – 0.01% 873
2022
Q3 		$114K Buy
2,369
+1,043
+79% +$51.7K 0.01% 824
2022
Q2 		$66K Buy
1,326
+397
+43% +$20.1K ﹤0.01% 977
2022
Q1 		$48K Sell
929
-183
-16% -$9.38K ﹤0.01% 1043
2021
Q4 		$57K Buy
1,112
+183
+20% +$9.52K ﹤0.01% 1012
2021
Q3 		$49K Buy
929
+222
+31% +$11.6K ﹤0.01% 1033
2021
Q2 		$37K Buy
707
+300
+74% +$15.6K ﹤0.01% 1091
2021
Q1 		$21K Hold
407
– – ﹤0.01% 1202
2020
Q4 		$21K Sell
407
-886
-69% -$45.1K ﹤0.01% 1142
2020
Q3 		$66K Hold
1,293
– – ﹤0.01% 832
2020
Q2 		$65K Hold
1,293
– – ﹤0.01% 833
2020
Q1 		$63K Hold
1,293
– – 0.01% 805
2019
Q4 		$64K Buy
1,293
+407
+46% +$20K ﹤0.01% 911
2019
Q3 		$43K Buy
+886
New +$43.8K ﹤0.01% 978
2018
Q1 		– Sell
-1,223
Closed -$60K – 1685
2017
Q4 		$60K Hold
1,223
– – 0.01% 778
2017
Q3 		$60K Hold
1,223
– – 0.01% 730
2017
Q2 		$60K Hold
1,223
– – 0.01% 678
2017
Q1 		$61K Buy
+1,223
New +$60.3K 0.01% 636

Other funds holding VTIP

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Benjamin F. Edwards & Company's VTIP Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.4% in Q2 2024, buying an estimated $1.78K and bringing the position to 1,611 shares worth $78K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

Benjamin F. Edwards & Company first reported a position in VTIP in Q1 2017 and has held it in 24 quarters since. The position peaked at $114K in Q3 2022. 730 funds tracked by Wall St. Rank hold VTIP as of Q2 2024.

  • Benjamin F. Edwards & Company held 1,611 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $78K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 37 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2024, an estimated $1.78K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1198 holding.
  • Benjamin F. Edwards & Company first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2017 and has held it in 24 quarters since.
  • Benjamin F. Edwards & Company's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $114K in Q3 2022.
  • 730 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.