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

LJI 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
2023
Q3 		– Sell
-90,193
Closed -$90.2K – 189
2023
Q2 		$90.2K Buy
+90,193
New +$4.3M 0.03% 166

Other funds holding VTIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LJI Wealth Management's VTIP Position: Q3 2023 in Review

LJI Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2023, closing a stake of 90,193 shares — an estimated $90.2K sold.

LJI Wealth Management first reported a position in VTIP in Q2 2023 and held it in 1 quarter. The position peaked at $90.2K in Q2 2023. 731 funds tracked by Wall St. Rank hold VTIP as of Q3 2023.

  • LJI Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2023 after selling out during the quarter.
  • LJI Wealth Management sold 90,193 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2023, an estimated $90.2K.
  • LJI Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2023 and held it in 1 quarter.
  • LJI Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $90.2K in Q2 2023.
  • 731 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2023.

Based on LJI Wealth Management's 13F filing for Q3 2023, filed 2 Feb 2024.