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

Gibson 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 Q3	–	Sell	-269,894	Closed	-$13.1M	–	38
2024 Q2	$13.1M	Sell	269,894 -2,492	-0.9%	-$120K	12.26%	3
2024 Q1	$13M	Buy	+272,386	New	+$13M	12.57%	3
2022 Q4	$947M	Buy	19,884,009 +19,442,048	+4,399%	+$926M	18.22%	2
2022 Q3	$21.3M	Buy	441,961 +7,477	+2%	+$370K	24.45%	2
2022 Q2	$21.8M	Buy	434,484 +85,696	+25%	+$4.33M	24.27%	2
2022 Q1	$17.9M	Buy	+348,788	New	+$17.9M	18.23%	2

Other funds holding VTIP

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

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

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

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

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

Gibson Wealth Advisors's VTIP Position: Q3 2024 in Review

Gibson Wealth Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2024, closing a stake of 269,894 shares — an estimated $13.1M sold.

Gibson Wealth Advisors first reported a position in VTIP in Q1 2022 and held it in 6 quarters. The position peaked at $947M in Q4 2022. 700 funds tracked by Wall St. Rank hold VTIP as of Q3 2024.

Gibson Wealth Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2024 after selling out during the quarter.
Gibson Wealth Advisors sold 269,894 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2024, an estimated $13.1M.
Gibson Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and held it in 6 quarters.
Gibson Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $947M in Q4 2022.
700 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2024.

Based on Gibson Wealth Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.