HWM
VTIP icon

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

HighMark Wealth Management’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
Q1 		– Sell
-113
Closed -$5.39K – 608
2023
Q4 		$5.39K Buy
113
+2
+2% +$95 ﹤0.01% 360
2023
Q3 		$5.25K Buy
111
+1
+0.9% +$47 ﹤0.01% 344
2023
Q2 		$5.23K Sell
110
-311
-74% -$14.8K ﹤0.01% 343
2023
Q1 		$20.1K Buy
421
+186
+79% +$8.76K 0.02% 209
2022
Q4 		$11K Buy
235
+56
+31% +$2.67K 0.01% 238
2022
Q3 		$9K Buy
179
+2
+1% +$99 0.01% 264
2022
Q2 		$9K Buy
177
+2
+1% +$101 0.01% 268
2022
Q1 		$9K Buy
175
+32
+22% +$1.64K 0.01% 289
2021
Q4 		$7K Buy
143
+5
+4% +$260 ﹤0.01% 325
2021
Q3 		$7K Buy
138
+36
+35% +$1.89K 0.01% 309
2021
Q2 		$5K Buy
+102
New +$5.32K ﹤0.01% 381

Other funds holding VTIP

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
HWA
Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

HighMark Wealth Management's VTIP Position: Q1 2024 in Review

HighMark Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2024, closing a stake of 113 shares — an estimated $5.39K sold.

HighMark Wealth Management first reported a position in VTIP in Q2 2021 and held it in 11 quarters. The position peaked at $20.1K in Q1 2023. 720 funds tracked by Wall St. Rank hold VTIP as of Q1 2024.

  • HighMark Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2024 after selling out during the quarter.
  • HighMark Wealth Management sold 113 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2024, an estimated $5.39K.
  • HighMark Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2021 and held it in 11 quarters.
  • HighMark Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $20.1K in Q1 2023.
  • 720 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2024.

Based on HighMark Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.