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

Nikulski Financial’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
Q2 		– Sell
-19,158
Closed -$917K – 133
2024
Q1 		$917K Sell
19,158
-625
-3% -$29.8K 0.3% 75
2023
Q4 		$940K Sell
19,783
-1,850
-9% -$87.6K 0.34% 74
2023
Q3 		$1.02M Sell
21,633
-2,337
-10% -$110K 0.42% 59
2023
Q2 		$1.14M Sell
23,970
-3,015
-11% -$144K 0.47% 52
2023
Q1 		$1.29M Sell
26,985
-1,490
-5% -$70.2K 0.57% 45
2022
Q4 		$1.33M Buy
28,475
+175
+0.6% +$8.34K 0.63% 43
2022
Q3 		$1.36M Sell
28,300
-75
-0.3% -$3.72K 0.7% 41
2022
Q2 		$1.42M Buy
28,375
+535
+2% +$27.1K 0.71% 39
2022
Q1 		$1.43M Sell
27,840
-785
-3% -$40.3K 0.6% 41
2021
Q4 		$1.47M Buy
28,625
+600
+2% +$31.2K 0.62% 42
2021
Q3 		$1.47M Buy
28,025
+6,975
+33% +$366K 0.68% 42
2021
Q2 		$1.1M Buy
21,050
+10,834
+106% +$565K 0.51% 52
2021
Q1 		$527K Buy
10,216
+3,251
+47% +$167K 0.27% 74
2020
Q4 		$356K Buy
6,965
+1,390
+25% +$70.7K 0.2% 87
2020
Q3 		$284K Buy
+5,575
New +$283K 0.18% 93

Other funds holding VTIP

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nikulski Financial's VTIP Position: Q2 2024 in Review

Nikulski Financial sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2024, closing a stake of 19,158 shares — an estimated $917K sold.

Nikulski Financial first reported a position in VTIP in Q3 2020 and held it in 15 quarters. The position peaked at $1.47M in Q3 2021. 730 funds tracked by Wall St. Rank hold VTIP as of Q2 2024.

  • Nikulski Financial reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2024 after selling out during the quarter.
  • Nikulski Financial sold 19,158 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2024, an estimated $917K.
  • Nikulski Financial first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2020 and held it in 15 quarters.
  • Nikulski Financial's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.47M in Q3 2021.
  • 730 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2024.

Based on Nikulski Financial's 13F filing for Q2 2024, filed 30 Jul 2024.