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Elwood & Goetz Wealth Advisory Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Elwood & Goetz Wealth Advisory Group’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
Q2 		– Sell
-168,790
Closed -$8.08M – 90
2024
Q1 		$8.08M Sell
168,790
-201,772
-54% -$9.6M 1.96% 12
2023
Q4 		$17.6M Buy
370,562
+3,352
+0.9% +$159K 3.72% 10
2023
Q3 		$17.4M Buy
367,210
+26,028
+8% +$1.23M 4.03% 10
2023
Q2 		$16.2M Buy
341,182
+7,011
+2% +$334K 3.69% 10
2023
Q1 		$16M Sell
334,171
-315,804
-49% -$14.9M 3.81% 10
2022
Q4 		$30.4M Buy
649,975
+35,658
+6% +$1.7M 9.25% 2
2022
Q3 		$29.6M Buy
614,317
+2,005
+0.3% +$99.3K 9.98% 3
2022
Q2 		$30.7M Sell
612,312
-38,140
-6% -$1.93M 10.26% 2
2022
Q1 		$33.3M Buy
650,452
+27,542
+4% +$1.41M 10.33% 3
2021
Q4 		$32M Buy
622,910
+43,731
+8% +$2.28M 9.97% 3
2021
Q3 		$30.5M Buy
579,179
+50,729
+10% +$2.66M 10.51% 3
2021
Q2 		$27.7M Buy
528,450
+34,591
+7% +$1.8M 10.41% 4
2021
Q1 		$25.5M Buy
493,859
+36,298
+8% +$1.87M 10.56% 4
2020
Q4 		$23.4M Buy
457,561
+32,162
+8% +$1.64M 10.68% 4
2020
Q3 		$21.7M Buy
425,399
+19,234
+5% +$976K 11.7% 3
2020
Q2 		$20.4M Sell
406,165
-36,733
-8% -$1.83M 12.44% 2
2020
Q1 		$21.6M Buy
442,898
+494
+0.1% +$24.3K 16.1% 1
2019
Q4 		$21.8M Buy
442,404
+45,568
+11% +$2.24M 15.65% 1
2019
Q3 		$19.5M Buy
396,836
+42,680
+12% +$2.11M 15.4% 1
2019
Q2 		$17.5M Buy
354,156
+31,263
+10% +$1.53M 14.97% 1
2019
Q1 		$15.7M Buy
322,893
+37,189
+13% +$1.8M 14.45% 1
2018
Q4 		$13.7M Buy
+285,704
New +$13.7M 14.5% 1

Other funds holding VTIP

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Fidelity Investments
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
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's VTIP Position: Q2 2024 in Review

Elwood & Goetz Wealth Advisory Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2024, closing a stake of 168,790 shares — an estimated $8.08M sold.

Elwood & Goetz Wealth Advisory Group first reported a position in VTIP in Q4 2018 and held it in 22 quarters. The position peaked at $33.3M in Q1 2022. 729 funds tracked by Wall St. Rank hold VTIP as of Q2 2024.

  • Elwood & Goetz Wealth Advisory Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2024 after selling out during the quarter.
  • Elwood & Goetz Wealth Advisory Group sold 168,790 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2024, an estimated $8.08M.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2018 and held it in 22 quarters.
  • Elwood & Goetz Wealth Advisory Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $33.3M in Q1 2022.
  • 729 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2024.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2024, filed 30 Jul 2024.