Empirical Asset Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Empirical Asset Management’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 Q4	–	Sell	-9,156	Closed	-$205K	–	467
2024 Q3	$205K	Sell	9,156 -106	-1%	-$5.16K	0.07%	269
2024 Q2	$207K	Buy	+9,262	New	+$445K	0.08%	303

Other funds holding VTIP

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empirical Asset Management's VTIP Position: Q4 2024 in Review

Empirical Asset Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2024, closing a stake of 9,156 shares — an estimated $205K sold.

Empirical Asset Management first reported a position in VTIP in Q2 2024 and held it in 2 quarters. The position peaked at $207K in Q2 2024. 769 funds tracked by Wall St. Rank hold VTIP as of Q4 2024.

Empirical Asset Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2024 after selling out during the quarter.
Empirical Asset Management sold 9,156 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2024, an estimated $205K.
Empirical Asset Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2024 and held it in 2 quarters.
Empirical Asset Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $207K in Q2 2024.
769 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2024.

Based on Empirical Asset Management's 13F filing for Q4 2024, filed 15 Jan 2025.