GI
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Gradient Investments’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Gradient Investments’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
-404
Closed -$19.6K – 1275
2024
Q2 		$19.6K Sell
404
-108
-21% -$5.19K ﹤0.01% 642
2024
Q1 		$24.5K Sell
512
-154
-23% -$7.33K ﹤0.01% 512
2023
Q4 		$31.6K Sell
666
-44
-6% -$2.08K ﹤0.01% 631
2023
Q3 		$33.6K Buy
710
+44
+7% +$2.08K ﹤0.01% 585
2023
Q2 		$31.6K Sell
666
-68
-9% -$3.24K ﹤0.01% 603
2023
Q1 		$35.1K Buy
734
+164
+29% +$7.72K ﹤0.01% 558
2022
Q4 		$26.6K Buy
570
+3
+0.5% +$143 ﹤0.01% 630
2022
Q3 		$27K Sell
567
-214
-27% -$10.6K ﹤0.01% 612
2022
Q2 		$39K Sell
781
-8,278
-91% -$419K ﹤0.01% 514
2022
Q1 		$464K Buy
9,059
+8,622
+1,973% +$442K 0.01% 224
2021
Q4 		$22K Hold
437
– – ﹤0.01% 641
2021
Q3 		$23K Buy
437
+196
+81% +$10.3K ﹤0.01% 622
2021
Q2 		$13K Buy
241
+67
+39% +$3.49K ﹤0.01% 715
2021
Q1 		$9K Buy
174
+106
+156% +$5.45K ﹤0.01% 793
2020
Q4 		$3K Hold
68
– – ﹤0.01% 916
2020
Q3 		$3K Buy
68
+5
+8% +$254 ﹤0.01% 921
2020
Q2 		$3K Sell
63
-263
-81% -$13.1K ﹤0.01% 853
2020
Q1 		$16K Buy
326
+263
+417% +$12.9K ﹤0.01% 563
2019
Q4 		$3K Sell
63
-88
-58% -$4.33K ﹤0.01% 911
2019
Q3 		$7K Buy
151
+68
+82% +$3.36K ﹤0.01% 754
2019
Q2 		$4K Buy
83
+20
+32% +$979 ﹤0.01% 810
2019
Q1 		$3K Sell
63
-200
-76% -$9.66K ﹤0.01% 726
2018
Q4 		$13K Buy
+263
New +$12.7K ﹤0.01% 531
2017
Q2 		– Sell
-100
Closed -$5K – 919
2017
Q1 		$5K Buy
+100
New +$4.93K ﹤0.01% 620
2016
Q4 		– Sell
-57
Closed -$3K – 808
2016
Q3 		$3K Buy
+57
New +$2.82K ﹤0.01% 598

Other funds holding VTIP

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CA
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Gradient Investments's VTIP Position: Q3 2024 in Review

Gradient Investments sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2024, closing a stake of 404 shares — an estimated $19.6K sold.

Gradient Investments first reported a position in VTIP in Q3 2016 and held it in 25 quarters. The position peaked at $464K in Q1 2022. 700 funds tracked by Wall St. Rank hold VTIP as of Q3 2024.

  • Gradient Investments reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 404 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2024, an estimated $19.6K.
  • Gradient Investments first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2016 and held it in 25 quarters.
  • Gradient Investments's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $464K in Q1 2022.
  • 700 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.