Burns Matteson Capital Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Burns Matteson Capital 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 Q4	–	Sell	-4,118	Closed	-$203K	–	193
2024 Q3	$203K	Sell	4,118 -336	-8%	-$16.4K	0.11%	146
2024 Q2	$216K	Sell	4,454 -848	-16%	-$40.8K	0.14%	135
2024 Q1	$254K	Sell	5,302 -443	-8%	-$21.1K	0.16%	127
2023 Q4	$273K	Sell	5,745 -357	-6%	-$16.9K	0.19%	117
2023 Q3	$289K	Buy	6,102 +2	+0%	+$95	0.18%	118
2023 Q2	$289K	Hold	6,100	–	–	0.18%	124
2023 Q1	$292K	Buy	6,100 +901	+17%	+$42.4K	0.19%	115
2022 Q4	$243K	Buy	+5,199	New	+$248K	0.16%	129

Other funds holding VTIP

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

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