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 New York $1.81T AUM 41.13% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return

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

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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 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

Forvis Mazars Wealth Advisors's VTIP Position: Q4 2024 in Review

Forvis Mazars Wealth Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2024, closing a stake of 4,154 shares — an estimated $205K sold.

Forvis Mazars Wealth Advisors first reported a position in VTIP in Q2 2022 and held it in 7 quarters. The position peaked at $589K in Q1 2023. 768 funds tracked by Wall St. Rank hold VTIP as of Q4 2024.

Forvis Mazars Wealth Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2024 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 4,154 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2024, an estimated $205K.
Forvis Mazars Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2022 and held it in 7 quarters.
Forvis Mazars Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $589K in Q1 2023.
768 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2024.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.