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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWM

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jackson Wealth Management's VTIP Position: Q2 2024 in Review

Jackson Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2024, closing a stake of 4,535 shares — an estimated $217K sold.

Jackson Wealth Management first reported a position in VTIP in Q1 2022 and held it in 7 quarters. The position peaked at $2.71M in Q1 2022. 730 funds tracked by Wall St. Rank hold VTIP as of Q2 2024.

Jackson Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2024 after selling out during the quarter.
Jackson Wealth Management sold 4,535 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2024, an estimated $217K.
Jackson Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and held it in 7 quarters.
Jackson Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.71M in Q1 2022.
730 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2024.

Based on Jackson Wealth Management's 13F filing for Q2 2024, filed 1 Jul 2024.