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

Connectus Wealth’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	$101K	Buy	+131,593	New	+$6.26M	﹤0.01%	363
2023 Q4	–	Sell	-24,169	Closed	-$11.4K	–	544
2023 Q3	$11.4K	Buy	24,169 +455	+2%	+$21.5K	﹤0.01%	480
2023 Q2	$11.2K	Sell	23,714 -8,146	-26%	-$388K	﹤0.01%	445
2023 Q1	$15.2K	Sell	31,860 -4,884	-13%	-$230K	﹤0.01%	430
2022 Q4	$17.2M	Buy	36,744 +225	+0.6%	+$10.7K	0.41%	71
2022 Q3	$17.6M	Sell	36,519 -329,478	-90%	-$16.3M	0.37%	79
2022 Q2	$18.3M	Buy	+365,997	New	+$18.5M	0.42%	75

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

Connectus Wealth's VTIP Position: Q1 2024 in Review

Connectus Wealth opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2024: 131,593 shares worth $101K. The stake represents ﹤0.01% of the portfolio and ranks #363 among its holdings. This is a return to the name: Connectus Wealth previously reported a position in VTIP as recently as Q3 2023.

Connectus Wealth first reported a position in VTIP in Q2 2022 and has held it in 7 quarters since. The position peaked at $18.3M in Q2 2022. 718 funds tracked by Wall St. Rank hold VTIP as of Q1 2024.

Connectus Wealth held 131,593 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $101K as of Q1 2024.
Vanguard Short-Term Inflation-Protected Securities Index Fund was a new Connectus Wealth position in Q1 2024.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up ﹤0.01% of Connectus Wealth's portfolio in Q1 2024, its #363 holding.
Connectus Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2022 and has held it in 7 quarters since.
Connectus Wealth's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $18.3M in Q2 2022.
718 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.