Keeler & Nadler Financial Planning & Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Keeler & Nadler Financial Planning & 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	-5,814	Closed	-$276K	–	67
2023 Q4	$276K	Buy	+5,814	New	+$275K	0.2%	46
2022 Q4	$355K	Buy	+7,592	New	+$362K	0.32%	37
2021 Q4	$332K	Buy	+6,454	New	+$336K	0.31%	36

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

Keeler & Nadler Financial Planning & Wealth Management's VTIP Position: Q1 2024 in Review

Keeler & Nadler Financial Planning & Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2024, closing a stake of 5,814 shares — an estimated $276K sold.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in VTIP in Q4 2021 and held it in 3 quarters. The position peaked at $355K in Q4 2022. 718 funds tracked by Wall St. Rank hold VTIP as of Q1 2024.

Keeler & Nadler Financial Planning & Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2024 after selling out during the quarter.
Keeler & Nadler Financial Planning & Wealth Management sold 5,814 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2024, an estimated $276K.
Keeler & Nadler Financial Planning & Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and held it in 3 quarters.
Keeler & Nadler Financial Planning & Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $355K in Q4 2022.
718 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2024.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q1 2024, filed 3 Oct 2024.