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

FirstPurpose Wealth’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	$4.17M	Buy	87,300 +8,864	+11%	+$422K	1.51%	11
2023 Q4	$3.72M	Buy	78,436 +4,646	+6%	+$220K	1.42%	12
2023 Q3	$3.49M	Buy	73,790 +6,170	+9%	+$292K	1.51%	12
2023 Q2	$3.21M	Buy	67,620 +6,536	+11%	+$312K	1.37%	14
2023 Q1	$2.92M	Buy	61,084 +7,583	+14%	+$357K	1.44%	14
2022 Q4	$2.5M	Buy	53,501 +7,516	+16%	+$358K	1.4%	15
2022 Q3	$2.21M	Buy	45,985 +1,878	+4%	+$93K	1.46%	19
2022 Q2	$2.21M	Sell	44,107 -2,972	-6%	-$150K	1.49%	17
2022 Q1	$2.41M	Buy	47,079 +12,564	+36%	+$644K	1.88%	14
2021 Q4	$1.77M	Buy	+34,515	New	+$1.8M	1.11%	17

Other funds holding VTIP

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

EWM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BSW

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

FirstPurpose Wealth's VTIP Position: Q1 2024 in Review

FirstPurpose Wealth increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 11% in Q1 2024, buying an estimated $422K and bringing the position to 87,300 shares worth $4.17M. The position accounts for 1.51% of the portfolio, ranked #11.

FirstPurpose Wealth first reported a position in VTIP in Q4 2021 and has held it in 10 quarters since. 719 funds tracked by Wall St. Rank hold VTIP as of Q1 2024.

FirstPurpose Wealth held 87,300 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $4.17M as of Q1 2024.
FirstPurpose Wealth bought 8,864 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2024, an estimated $422K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.51% of FirstPurpose Wealth's portfolio in Q1 2024, its #11 holding.
FirstPurpose Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 10 quarters since.
719 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.