MIH
VTIP icon

Meitav Investment House’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Meitav Investment House’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
Q4 		– Sell
-5,502
Closed -$260K – 356
2023
Q3 		$260K Hold
5,502
– – ﹤0.01% 302
2023
Q2 		$261K Sell
5,502
-950
-15% -$45.3K ﹤0.01% 330
2023
Q1 		$311K Sell
6,452
-2,718
-30% -$128K 0.01% 318
2022
Q4 		$428K Sell
9,170
-770
-8% -$36.7K 0.01% 303
2022
Q3 		$287K Buy
+9,940
New +$492K 0.01% 326
2022
Q2 		– Sell
-6,560
Closed -$336K – 387
2022
Q1 		$336K Sell
6,560
-14,210
-68% -$729K 0.01% 334
2021
Q4 		$1.07M Buy
+20,770
New +$1.08M 0.02% 248

Other funds holding VTIP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return