ETFidea’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

ETFidea’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
2023 Q4	–	Sell	-20,009	Closed	-$946K	–	112
2023 Q3	$946K	Buy	20,009 +9	+0%	+$425	0.4%	43
2023 Q2	$948K	Hold	20,000	–	–	0.39%	45
2023 Q1	$956K	Hold	20,000	–	–	0.42%	41
2022 Q4	$934K	Hold	20,000	–	–	0.43%	41
2022 Q3	$962K	Hold	20,000	–	–	0.5%	35
2022 Q2	$1M	Buy	+20,000	New	+$1.01M	0.5%	35

Other funds holding VTIP

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

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

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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

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

EWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ETFidea's VTIP Position: Q4 2023 in Review

ETFidea sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2023, closing a stake of 20,009 shares — an estimated $946K sold.

ETFidea first reported a position in VTIP in Q2 2022 and held it in 6 quarters. The position peaked at $1M in Q2 2022. 763 funds tracked by Wall St. Rank hold VTIP as of Q4 2023.

ETFidea reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2023 after selling out during the quarter.
ETFidea sold 20,009 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2023, an estimated $946K.
ETFidea first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2022 and held it in 6 quarters.
ETFidea's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1M in Q2 2022.
763 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2023.

Based on ETFidea's 13F filing for Q4 2023, filed 23 Jan 2024.