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

IHT 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
-5,280
Closed -$251K – 1070
2023
Q4 		$251K Sell
5,280
-12
-0.2% -$568 0.01% 835
2023
Q3 		$250K Buy
5,292
+6
+0.1% +$284 0.01% 801
2023
Q2 		$251K Sell
5,286
-1,953
-27% -$93.1K 0.01% 793
2023
Q1 		$346K Buy
7,239
+192
+3% +$9.04K 0.02% 642
2022
Q4 		$329K Sell
7,047
-2,772
-28% -$132K 0.02% 616
2022
Q3 		$472K Buy
+9,819
New +$486K 0.04% 471
2021
Q1 		– Sell
-4,623
Closed -$236K – 878
2020
Q4 		$236K Sell
4,623
-236
-5% -$12K 0.02% 636
2020
Q3 		$248K Sell
4,859
-819
-14% -$41.5K 0.02% 541
2020
Q2 		$285K Sell
5,678
-40
-0.7% -$1.99K 0.04% 427
2020
Q1 		$279K Buy
5,718
+212
+4% +$10.4K 0.04% 407
2019
Q4 		$271K Sell
5,506
-199
-3% -$9.8K 0.03% 474
2019
Q3 		$280K Buy
5,705
+199
+4% +$9.83K 0.04% 443
2019
Q2 		$272K Sell
5,506
-160
-3% -$7.83K 0.04% 421
2019
Q1 		$276K Buy
5,666
+104
+2% +$5.02K 0.05% 380
2018
Q4 		$267K Hold
5,562
– – 0.05% 357
2018
Q3 		$269K Buy
+5,562
New +$272K 0.06% 347
2018
Q2 		– Sell
-1,036
Closed -$51K – 1360
2018
Q1 		$51K Hold
1,036
– – 0.01% 673
2017
Q4 		$51K Hold
1,036
– – 0.01% 693
2017
Q3 		$51K Hold
1,036
– – 0.02% 520
2017
Q2 		$1K Buy
+1,036
New +$51.2K ﹤0.01% 1374

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 22.96% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

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

IHT Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2024, closing a stake of 5,280 shares — an estimated $251K sold.

IHT Wealth Management first reported a position in VTIP in Q2 2017 and held it in 20 quarters. The position peaked at $472K in Q3 2022. 719 funds tracked by Wall St. Rank hold VTIP as of Q1 2024.

  • IHT Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2024 after selling out during the quarter.
  • IHT Wealth Management sold 5,280 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2024, an estimated $251K.
  • IHT Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2017 and held it in 20 quarters.
  • IHT Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $472K in Q3 2022.
  • 719 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2024.

Based on IHT Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.