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

Forvis Mazars Wealth 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
Q4 		– Sell
-4,154
Closed -$205K – 435
2024
Q3 		$205K Buy
+4,154
New +$202K ﹤0.01% 423
2023
Q4 		– Sell
-11,997
Closed -$567K – 398
2023
Q3 		$567K Buy
11,997
+89
+0.7% +$4.21K 0.02% 253
2023
Q2 		$565K Sell
11,908
-409
-3% -$19.5K 0.02% 278
2023
Q1 		$589K Buy
12,317
+3,343
+37% +$157K 0.02% 248
2022
Q4 		$419K Buy
8,974
+345
+4% +$16.4K 0.01% 282
2022
Q3 		$415K Buy
8,629
+1,480
+21% +$73.3K 0.02% 278
2022
Q2 		$358K Buy
+7,149
New +$362K 0.01% 295

Other funds holding VTIP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CA
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return