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BI
Blooom Inc’s
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
Stock Holding History
Blooom Inc’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
2022
Q3
$1.33M
Buy
27,485
+1,101
+4%
+$54.5K
2.52%
6
2022
Q2
$1.33M
Sell
26,384
-4,701
-15%
-$238K
2.29%
6
2022
Q1
$1.61M
Sell
31,085
-509
-2%
-$26.1K
1.29%
9
2021
Q4
$1.66M
Buy
31,594
+5,682
+22%
+$296K
1.25%
8
2021
Q3
$1.4M
Sell
25,912
-2,513
-9%
-$132K
1.16%
10
2021
Q2
$1.51M
Buy
28,425
+2,189
+8%
+$114K
1.13%
9
2021
Q1
$1.36M
Buy
26,236
+6,272
+31%
+$322K
1.07%
9
2020
Q4
$1.03M
Buy
+19,964
New
+$1.02M
0.83%
11
Other funds holding VTIP
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
SEI Investments
Oaks, Pennsylvania
$108B AUM
26.14%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
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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