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Curi RMB Capital’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Curi RMB Capital’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
-27,116
Closed -$1.29M – 577
2023
Q4 		$1.29M Buy
+27,116
New +$1.28M 0.04% 271
2023
Q1 		– Sell
-54,347
Closed -$2.54M – 508
2022
Q4 		$2.54M Buy
+54,347
New +$2.59M 0.09% 196

Other funds holding VTIP

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Curi RMB Capital's VTIP Position: Q1 2024 in Review

Curi RMB Capital sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2024, closing a stake of 27,116 shares — an estimated $1.29M sold.

Curi RMB Capital first reported a position in VTIP in Q4 2022 and held it in 2 quarters. The position peaked at $2.54M in Q4 2022. 720 funds tracked by Wall St. Rank hold VTIP as of Q1 2024.

  • Curi RMB Capital reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2024 after selling out during the quarter.
  • Curi RMB Capital sold 27,116 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2024, an estimated $1.29M.
  • Curi RMB Capital first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and held it in 2 quarters.
  • Curi RMB Capital's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.54M in Q4 2022.
  • 720 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2024.

Based on Curi RMB Capital's 13F filing for Q1 2024, filed 15 May 2024.