Kaizen Financial Strategies’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Kaizen Financial Strategies’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 Q4	–	Sell	-5,450	Closed	-$269K	–	146
2024 Q3	$269K	Hold	5,450	–	–	0.16%	108
2024 Q2	$264K	Hold	5,450	–	–	0.16%	98
2024 Q1	$261K	Hold	5,450	–	–	0.18%	100
2023 Q4	$259K	Sell	5,450 -1,000	-16%	-$47.4K	0.2%	89
2023 Q3	$305K	Sell	6,450 -20	-0.3%	-$945	0.26%	63
2023 Q2	$305K	Hold	6,470	–	–	0.26%	65
2023 Q1	$309K	Sell	6,470 -500	-7%	-$23.5K	0.31%	56
2022 Q4	$327K	Hold	6,970	–	–	0.32%	69
2022 Q3	$335K	Hold	6,970	–	–	0.34%	70
2022 Q2	$349K	Sell	6,970 -400	-5%	-$20.2K	0.34%	74
2022 Q1	$377K	Buy	+7,370	New	+$378K	0.3%	78

Other funds holding VTIP

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return

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

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

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

EWM

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

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

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

Kaizen Financial Strategies's VTIP Position: Q4 2024 in Review

Kaizen Financial Strategies sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2024, closing a stake of 5,450 shares — an estimated $269K sold.

Kaizen Financial Strategies first reported a position in VTIP in Q1 2022 and held it in 11 quarters. The position peaked at $377K in Q1 2022. 769 funds tracked by Wall St. Rank hold VTIP as of Q4 2024.

Kaizen Financial Strategies reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2024 after selling out during the quarter.
Kaizen Financial Strategies sold 5,450 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2024, an estimated $269K.
Kaizen Financial Strategies first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and held it in 11 quarters.
Kaizen Financial Strategies's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $377K in Q1 2022.
769 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2024.

Based on Kaizen Financial Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.