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GYL Financial Synergies’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

GYL Financial Synergies’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 		$285K Buy
+5,785
New +$282K 0.02% 302

Other funds holding VTIP

JP Morgan Chase
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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

GYL Financial Synergies's VTIP Position: Q3 2024 in Review

GYL Financial Synergies opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2024: 5,785 shares worth $285K. The stake represents 0.02% of the portfolio and ranks #302 among its holdings.

700 funds tracked by Wall St. Rank hold VTIP as of Q3 2024.

  • GYL Financial Synergies held 5,785 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $285K as of Q3 2024.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund was a new GYL Financial Synergies position in Q3 2024.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.02% of GYL Financial Synergies's portfolio in Q3 2024, its #302 holding.
  • 700 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.