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

Campbell 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 Q1	–	Sell	-10,188	Closed	-$484K	–	96
2023 Q4	$484K	Sell	10,188 -157	-2%	-$7.44K	0.06%	30
2023 Q3	$489K	Sell	10,345 -2,479	-19%	-$117K	0.06%	39
2023 Q2	$608K	Sell	12,824 -32,694	-72%	-$1.56M	0.08%	32
2023 Q1	$2.18M	Sell	45,518 -1,006,047	-96%	-$47.4M	0.27%	23
2022 Q4	$49.1M	Buy	1,051,565 +41,363	+4%	+$1.97M	6.84%	3
2022 Q3	$48.6M	Buy	+1,010,202	New	+$50M	7.02%	4

Other funds holding VTIP

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

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

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

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Campbell Wealth Management's VTIP Position: Q1 2024 in Review

Campbell Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2024, closing a stake of 10,188 shares — an estimated $484K sold.

Campbell Wealth Management first reported a position in VTIP in Q3 2022 and held it in 6 quarters. The position peaked at $49.1M in Q4 2022. 718 funds tracked by Wall St. Rank hold VTIP as of Q1 2024.

Campbell Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2024 after selling out during the quarter.
Campbell Wealth Management sold 10,188 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2024, an estimated $484K.
Campbell Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2022 and held it in 6 quarters.
Campbell Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $49.1M in Q4 2022.
718 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2024.

Based on Campbell Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.