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

Merriman 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
Q4 		$1.56M Buy
32,210
+6,747
+26% +$330K 0.06% 68
2024
Q3 		$1.26M Buy
25,463
+5,730
+29% +$279K 0.05% 91
2024
Q2 		$958K Buy
19,733
+4,180
+27% +$201K 0.04% 97
2024
Q1 		$745K Buy
15,553
+2,127
+16% +$101K 0.03% 114
2023
Q4 		$638K Sell
13,426
-1,649
-11% -$78.1K 0.03% 115
2023
Q3 		$713K Buy
15,075
+181
+1% +$8.55K 0.04% 102
2023
Q2 		$706K Sell
14,894
-499
-3% -$23.8K 0.03% 124
2023
Q1 		$736K Buy
15,393
+1,807
+13% +$85.1K 0.04% 114
2022
Q4 		$635K Sell
13,586
-4,045
-23% -$193K 0.03% 128
2022
Q3 		$848K Buy
17,631
+6,041
+52% +$299K 0.06% 72
2022
Q2 		$581K Buy
11,590
+3,088
+36% +$156K 0.04% 92
2022
Q1 		$435K Buy
8,502
+1,446
+20% +$74.2K 0.04% 135
2021
Q4 		$363K Sell
7,056
-3,527
-33% -$184K 0.03% 160
2021
Q3 		$556K Sell
10,583
-557
-5% -$29.2K 0.05% 131
2021
Q2 		$584K Buy
11,140
+601
+6% +$31.3K 0.05% 148
2021
Q1 		$543K Buy
10,539
+519
+5% +$26.7K 0.06% 126
2020
Q4 		$513K Buy
10,020
+1,386
+16% +$70.5K 0.06% 143
2020
Q3 		$441K Hold
8,634
– – 0.07% 110
2020
Q2 		$433K Sell
8,634
-358
-4% -$17.8K 0.07% 115
2020
Q1 		$438K Buy
+8,992
New +$441K 0.1% 94

Other funds holding VTIP

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CA
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Merriman Wealth Management's VTIP Position: Q4 2024 in Review

Merriman Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 26% in Q4 2024, buying an estimated $330K and bringing the position to 32,210 shares worth $1.56M. The position accounts for 0.06% of the portfolio, ranked #68.

Merriman Wealth Management first reported a position in VTIP in Q1 2020 and has held it in 20 quarters since. 768 funds tracked by Wall St. Rank hold VTIP as of Q4 2024.

  • Merriman Wealth Management held 32,210 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.56M as of Q4 2024.
  • Merriman Wealth Management bought 6,747 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2024, an estimated $330K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.06% of Merriman Wealth Management's portfolio in Q4 2024, its #68 holding.
  • Merriman Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2020 and has held it in 20 quarters since.
  • 768 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.