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Brophy Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Brophy Wealth Management’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
Q3 		$948K Buy
+19,232
New +$937K 0.34% 69

Other funds holding VTIP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Brophy Wealth Management's VTIP Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2024: 19,232 shares worth $948K. The stake represents 0.34% of the portfolio and ranks #69 among its holdings.

698 funds tracked by Wall St. Rank hold VTIP as of Q3 2024.

  • Brophy Wealth Management held 19,232 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $948K as of Q3 2024.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund was a new Brophy Wealth Management position in Q3 2024.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.34% of Brophy Wealth Management's portfolio in Q3 2024, its #69 holding.
  • 698 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.