Financial Engines Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Financial Engines Advisors’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 Q1	–	Sell	-4,256	Closed	-$202K	–	361
2023 Q4	$202K	Sell	4,256 -137	-3%	-$6.49K	﹤0.01%	307
2023 Q3	$208K	Sell	4,393 -224	-5%	-$10.6K	﹤0.01%	274
2023 Q2	$219K	Sell	4,617 -224	-5%	-$10.7K	﹤0.01%	271
2023 Q1	$231K	Buy	+4,841	New	+$228K	﹤0.01%	263
2022 Q4	–	Sell	-63,734	Closed	-$3.07M	–	308
2022 Q3	$3.07M	Sell	63,734 -4,656	-7%	-$231K	0.01%	102
2022 Q2	$3.43M	Sell	68,390 -4,394	-6%	-$222K	0.01%	94
2022 Q1	$3.73M	Buy	+72,784	New	+$3.73M	0.01%	92

Other funds holding VTIP

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

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

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

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 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

Betterment LLC New York $59.1B AUM 18.41% 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 22.9% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Financial Engines Advisors's VTIP Position: Q1 2024 in Review

Financial Engines Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2024, closing a stake of 4,256 shares — an estimated $202K sold.

Financial Engines Advisors first reported a position in VTIP in Q1 2022 and held it in 7 quarters. The position peaked at $3.73M in Q1 2022. 720 funds tracked by Wall St. Rank hold VTIP as of Q1 2024.

Financial Engines Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2024 after selling out during the quarter.
Financial Engines Advisors sold 4,256 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2024, an estimated $202K.
Financial Engines Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and held it in 7 quarters.
Financial Engines Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3.73M in Q1 2022.
720 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2024.

Based on Financial Engines Advisors's 13F filing for Q1 2024, filed 13 May 2024.