D. Scott Neal’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

D. Scott Neal’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 Q3	–	Sell	-56,296	Closed	-$2.73M	–	66
2024 Q2	$2.73M	Hold	56,296	–	–	1.52%	13
2024 Q1	$2.7M	Hold	56,296	–	–	1.76%	13
2023 Q4	$2.67M	Buy	56,296 +63	+0.1%	+$2.98K	2.38%	9
2023 Q3	$2.66M	Sell	56,233 -22,818	-29%	-$1.08M	2.27%	11
2023 Q2	$3.75M	Sell	79,051 -11,134	-12%	-$531K	2.82%	12
2023 Q1	$4.31M	Sell	90,185 -19,264	-18%	-$907K	2.41%	11
2022 Q4	$5.11M	Sell	109,449 -191	-0.2%	-$9.1K	2.48%	12
2022 Q3	$5.28M	Sell	109,640 -17,606	-14%	-$872K	2.22%	12
2022 Q2	$6.38M	Sell	127,246 -1,467,930	-92%	-$74.3M	2.65%	10
2022 Q1	$81.7M	Buy	1,595,176 +4,338	+0.3%	+$222K	32.44%	1
2021 Q4	$81.8M	Buy	1,590,838 +1,249,606	+366%	+$65M	30.82%	1
2021 Q3	$17.9M	Buy	+341,232	New	+$17.9M	7.59%	4

Other funds holding VTIP

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

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

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

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 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

D. Scott Neal's VTIP Position: Q3 2024 in Review

D. Scott Neal sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2024, closing a stake of 56,296 shares — an estimated $2.73M sold.

D. Scott Neal first reported a position in VTIP in Q3 2021 and held it in 12 quarters. The position peaked at $81.8M in Q4 2021. 698 funds tracked by Wall St. Rank hold VTIP as of Q3 2024.

D. Scott Neal reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2024 after selling out during the quarter.
D. Scott Neal sold 56,296 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2024, an estimated $2.73M.
D. Scott Neal first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2021 and held it in 12 quarters.
D. Scott Neal's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $81.8M in Q4 2021.
698 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2024.

Based on D. Scott Neal's 13F filing for Q3 2024, filed 17 Oct 2024.