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

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

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

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

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

Betterment LLC New York $59.1B AUM 18.41% 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

EWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Meitav Investment House's VTIP Position: Q4 2023 in Review

Meitav Investment House sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2023, closing a stake of 5,502 shares — an estimated $260K sold.

Meitav Investment House first reported a position in VTIP in Q4 2021 and held it in 7 quarters. The position peaked at $1.07M in Q4 2021. 764 funds tracked by Wall St. Rank hold VTIP as of Q4 2023.

Meitav Investment House reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2023 after selling out during the quarter.
Meitav Investment House sold 5,502 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2023, an estimated $260K.
Meitav Investment House first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and held it in 7 quarters.
Meitav Investment House's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.07M in Q4 2021.
764 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2023.

Based on Meitav Investment House's 13F filing for Q4 2023, filed 29 Jan 2024.