JWM
VTIP icon

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

Jackson 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
Q2 		– Sell
-4,535
Closed -$217K – 128
2024
Q1 		$217K Buy
+4,535
New +$216K 0.03% 136
2023
Q4 		– Sell
-4,323
Closed -$204K – 157
2023
Q3 		$204K Sell
4,323
-5,636
-57% -$266K 0.03% 135
2023
Q2 		$472K Sell
9,959
-2,569
-21% -$122K 0.07% 97
2023
Q1 		$599K Buy
+12,528
New +$590K 0.45% 70
2022
Q4 		– Sell
-12,717
Closed -$612K – 113
2022
Q3 		$612K Buy
12,717
+8,000
+170% +$396K 0.12% 79
2022
Q2 		$236K Sell
4,717
-48,268
-91% -$2.44M 0.11% 85
2022
Q1 		$2.71M Buy
+52,985
New +$2.72M 0.38% 69

Other funds holding VTIP

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return