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IIC
Integrated Investment Consultants’s
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
Stock Holding History
Integrated Investment Consultants’s Portfolio
VTIP Stock Details
VTIP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
–
Sell
-11,256
Closed
-$534K
–
277
2023
Q2
$534K
Buy
11,256
+170
+2%
+$8.1K
0.17%
97
2023
Q1
$530K
Buy
11,086
+289
+3%
+$13.6K
0.17%
97
2022
Q4
$504K
Buy
10,797
+258
+2%
+$12.3K
0.17%
91
2022
Q3
$507K
Buy
10,539
+332
+3%
+$16.4K
0.2%
76
2022
Q2
$512K
Sell
10,207
-13,246
-56%
-$670K
0.19%
78
2022
Q1
$1.2M
Buy
23,453
+7,264
+45%
+$373K
0.34%
45
2021
Q4
$832K
Buy
16,189
+234
+1%
+$12.2K
0.22%
77
2021
Q3
$839K
Buy
15,955
+7,727
+94%
+$405K
0.25%
69
2021
Q2
$431K
Buy
8,228
+269
+3%
+$14K
0.13%
147
2021
Q1
$410K
Buy
+7,959
New
+$409K
0.14%
138
Other funds holding VTIP
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
SEI Investments
Oaks, Pennsylvania
$108B AUM
26.14%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
HWA
Heritage Wealth Advisors
Richmond, Virginia
$2.56B AUM
19.48%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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