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

Institute for 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	-6,834	Closed	-$325K	–	527
2023 Q4	$325K	Sell	6,834 -476	-7%	-$22.5K	0.05%	356
2023 Q3	$346K	Buy	+7,310	New	+$345K	0.06%	320
2022 Q3	–	Sell	-5,062	Closed	-$253K	–	530
2022 Q2	$253K	Buy	+5,062	New	+$256K	0.05%	440

Other funds holding VTIP

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BSW

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

Institute for Wealth Management's VTIP Position: Q1 2024 in Review

Institute for Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2024, closing a stake of 6,834 shares — an estimated $325K sold.

Institute for Wealth Management first reported a position in VTIP in Q2 2022 and held it in 3 quarters. The position peaked at $346K in Q3 2023. 718 funds tracked by Wall St. Rank hold VTIP as of Q1 2024.

Institute for Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2024 after selling out during the quarter.
Institute for Wealth Management sold 6,834 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2024, an estimated $325K.
Institute for Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2022 and held it in 3 quarters.
Institute for Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $346K in Q3 2023.
718 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2024.

Based on Institute for Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.