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

Cedar 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
2025 Q1	–	Sell	-15,827	Closed	-$766K	–	203
2024 Q4	$766K	Hold	15,827	–	–	0.28%	34
2024 Q3	$780K	Hold	15,827	–	–	0.24%	51
2024 Q2	$768K	Sell	15,827 -4,470	-22%	-$215K	0.25%	53
2024 Q1	$972K	Buy	20,297 +131	+0.6%	+$6.24K	0.32%	41
2023 Q4	$958K	Buy	20,166 +407	+2%	+$19.3K	0.35%	38
2023 Q3	$934K	Buy	19,759 +381	+2%	+$18K	0.37%	36
2023 Q2	$919K	Buy	19,378 +360	+2%	+$17.2K	0.36%	36
2023 Q1	$909K	Buy	19,018 +8,757	+85%	+$412K	0.37%	37
2022 Q4	$479K	Sell	10,261 -18,782	-65%	-$895K	0.24%	62
2022 Q3	$1.4M	Sell	29,043 -1,056	-4%	-$52.3K	0.69%	25
2022 Q2	$1.51M	Buy	30,099 +1,437	+5%	+$72.7K	0.69%	27
2022 Q1	$1.47M	Buy	28,662 +933	+3%	+$47.9K	0.59%	33
2021 Q4	$1.43M	Buy	27,729 +210	+0.8%	+$10.9K	0.58%	37
2021 Q3	$1.45M	Buy	27,519 +199	+0.7%	+$10.4K	0.64%	29
2021 Q2	$1.43M	Buy	27,320 +217	+0.8%	+$11.3K	0.65%	31
2021 Q1	$1.4M	Buy	27,103 +276	+1%	+$14.2K	0.7%	28
2020 Q4	$1.37M	Buy	26,827 +460	+2%	+$23.4K	0.74%	26
2020 Q3	$1.34M	Buy	26,367 +90	+0.3%	+$4.57K	0.84%	21
2020 Q2	$1.32M	Hold	26,277	–	–	0.89%	17
2020 Q1	$1.28M	Sell	26,277 -40,399	-61%	-$1.98M	0.86%	14
2019 Q4	$3.29M	Buy	66,676 +161	+0.2%	+$7.93K	1.94%	6
2019 Q3	$3.26M	Sell	66,515 -1,063	-2%	-$52.5K	2.18%	6
2019 Q2	$3.33M	Sell	67,578 -392	-0.6%	-$19.2K	2.16%	6
2019 Q1	$3.31M	Hold	67,970	–	–	2.07%	6
2018 Q4	$3.26M	Sell	67,970 -5,904	-8%	-$284K	2.34%	6
2018 Q3	$3.57M	Hold	73,874	–	–	1.88%	6
2018 Q2	$3.61M	Buy	73,874 +14,189	+24%	+$694K	2.02%	6
2018 Q1	$2.92M	Hold	59,685	–	–	1.81%	6
2017 Q4	$2.91M	Buy	59,685 +1,895	+3%	+$93.7K	1.74%	6
2017 Q3	$2.86M	Buy	57,790 +24,980	+76%	+$1.23M	1.7%	7
2017 Q2	$1.61M	Buy	32,810 +6,155	+23%	+$304K	1.05%	8
2017 Q1	$1.32M	Buy	26,655 +21,130	+382%	+$1.04M	0.81%	10
2016 Q4	$272K	Buy	+5,525	New	+$273K	0.19%	34

Other funds holding VTIP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

EWM

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

Cedar Wealth Management's VTIP Position: Q1 2025 in Review

Cedar Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2025, closing a stake of 15,827 shares — an estimated $766K sold.

Cedar Wealth Management first reported a position in VTIP in Q4 2016 and held it in 33 quarters. The position peaked at $3.61M in Q2 2018. 786 funds tracked by Wall St. Rank hold VTIP as of Q1 2025.

Cedar Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2025 after selling out during the quarter.
Cedar Wealth Management sold 15,827 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2025, an estimated $766K.
Cedar Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2016 and held it in 33 quarters.
Cedar Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3.61M in Q2 2018.
786 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2025.

Based on Cedar Wealth Management's 13F filing for Q1 2025, filed 9 May 2025.