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

Executive Wealth 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	$11M	Buy	227,842 +6,294	+3%	+$307K	0.86%	28
2024 Q3	$10.9M	Buy	+221,548	New	+$10.8M	0.86%	30
2024 Q2	–	Sell	-313,577	Closed	-$15M	–	246
2024 Q1	$15M	Buy	313,577 +29,880	+11%	+$1.42M	1.31%	18
2023 Q4	$13.5M	Sell	283,697 -11,203	-4%	-$531K	1.27%	17
2023 Q3	$13.9M	Sell	294,900 -15,612	-5%	-$738K	1.44%	16
2023 Q2	$14.7M	Sell	310,512 -12,160	-4%	-$580K	1.52%	15
2023 Q1	$15.4M	Sell	322,672 -65,191	-17%	-$3.07M	1.71%	13
2022 Q4	$18.1M	Buy	387,863 +362,070	+1,404%	+$17.3M	2.22%	10
2022 Q3	$25.8K	Sell	25,793 -585,616	-96%	-$29M	3.59%	5
2022 Q2	$30.6M	Buy	611,409 +23,170	+4%	+$1.17M	4.12%	3
2022 Q1	$30.1M	Buy	588,239 +75,248	+15%	+$3.86M	3.27%	5
2021 Q4	$26.4M	Buy	512,991 +38,607	+8%	+$2.01M	2.62%	9
2021 Q3	$24.9M	Buy	474,384 +5,361	+1%	+$281K	2.75%	8
2021 Q2	$24.6M	Sell	469,023 -28,704	-6%	-$1.5M	2.7%	8
2021 Q1	$25.7M	Buy	497,727 +52,684	+12%	+$2.71M	3.01%	8
2020 Q4	$22.7M	Sell	445,043 -2,010	-0.4%	-$102K	2.8%	8
2020 Q3	$22.8M	Buy	+447,053	New	+$22.7M	3.16%	8
2019 Q2	–	Sell	-35	Closed	-$2K	–	949
2019 Q1	$2K	Buy	+35	New	+$1.69K	﹤0.01%	752

Other funds holding VTIP

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Executive Wealth Management's VTIP Position: Q4 2024 in Review

Executive Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.8% in Q4 2024, buying an estimated $307K and bringing the position to 227,842 shares worth $11M. The position accounts for 0.86% of the portfolio, ranked #28.

Executive Wealth Management first reported a position in VTIP in Q1 2019 and has held it in 18 quarters since. The position peaked at $30.6M in Q2 2022. 766 funds tracked by Wall St. Rank hold VTIP as of Q4 2024.

Executive Wealth Management held 227,842 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $11M as of Q4 2024.
Executive Wealth Management bought 6,294 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2024, an estimated $307K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.86% of Executive Wealth Management's portfolio in Q4 2024, its #28 holding.
Executive Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2019 and has held it in 18 quarters since.
Executive Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $30.6M in Q2 2022.
766 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.