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DB
Dravo Bay’s
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
Stock Holding History
Dravo Bay’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
-62,103
Closed
-$3.01M
–
55
2024
Q2
$3.01M
Buy
62,103
+7,336
+13%
+$353K
1.67%
15
2024
Q1
$2.62M
Buy
54,767
+7,013
+15%
+$334K
1.56%
17
2023
Q4
$2.27M
Sell
47,754
-840
-2%
-$39.8K
1.52%
17
2023
Q3
$2.3M
Buy
48,594
+1,648
+4%
+$77.9K
1.67%
16
2023
Q2
$2.23M
Buy
46,946
+2,058
+5%
+$98.1K
1.64%
16
2023
Q1
$2.15M
Buy
44,888
+353
+0.8%
+$16.6K
1.61%
16
2022
Q4
$2.08M
Buy
44,535
+1,730
+4%
+$82.4K
1.7%
16
2022
Q3
$2.06M
Sell
42,805
-484
-1%
-$24K
1.87%
17
2022
Q2
$2.16M
Buy
43,289
+473
+1%
+$23.9K
1.84%
12
2022
Q1
$2.19M
Buy
42,816
+163
+0.4%
+$8.36K
1.75%
14
2021
Q4
$2.18M
Buy
+42,653
New
+$2.22M
1.87%
14
Other funds holding VTIP
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Goldman Sachs
New York
$761B 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
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
CA
Cambridge Associates
Boston, Massachusetts
$6.27B AUM
14.78%
1-Year Est. Return
EWM
Empirical Wealth Management
Seattle, Washington
$6.82B 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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