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 $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Blooom Inc's VTIP Position: Q3 2022 in Review

Blooom Inc increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 4.2% in Q3 2022, buying an estimated $54.5K and bringing the position to 27,485 shares worth $1.33M. The position accounts for 2.52% of the portfolio, ranked #6.

Blooom Inc first reported a position in VTIP in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.66M in Q4 2021. 784 funds tracked by Wall St. Rank hold VTIP as of Q3 2022.

Blooom Inc held 27,485 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.33M as of Q3 2022.
Blooom Inc bought 1,101 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2022, an estimated $54.5K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 2.52% of Blooom Inc's portfolio in Q3 2022, its #6 holding.
Blooom Inc first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and has held it in 8 quarters since.
Blooom Inc's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.66M in Q4 2021.
784 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2022.

Based on Blooom Inc's 13F filing for Q3 2022, filed 1 Nov 2022.