Newbridge Financial Services Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Newbridge Financial Services Group’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
2026 Q1	–	Hold	0	–	–	–	1292
2025 Q4	–	Hold	0	–	–	–	1482
2024 Q3	–	Sell	-13	Closed	-$631	–	1110
2024 Q2	$631	Hold	13	–	–	﹤0.01%	1012
2024 Q1	$623	Hold	13	–	–	﹤0.01%	1081
2023 Q4	$617	Hold	13	–	–	﹤0.01%	1041
2023 Q3	$615	Hold	13	–	–	﹤0.01%	1190
2023 Q2	$616	Hold	13	–	–	﹤0.01%	1250
2023 Q1	$622	Hold	13	–	–	﹤0.01%	1313
2022 Q4	$607	Sell	13 -96	-88%	-$4.57K	﹤0.01%	1348
2022 Q3	$5K	Hold	109	–	–	﹤0.01%	1058
2022 Q2	$5K	Buy	+109	New	+$5.51K	﹤0.01%	1030

Other funds holding VTIP

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return