Obsidian Personal Planning Solutions’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Obsidian Personal Planning Solutions’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 Q3	–	Sell	-4,370	Closed	-$212K	–	109
2024 Q2	$212K	Sell	4,370 -490	-10%	-$23.6K	0.13%	91
2024 Q1	$232K	Sell	4,860 -153,245	-97%	-$7.29M	0.15%	81
2023 Q4	$7.51M	Sell	158,105 -74,153	-32%	-$3.51M	5.71%	4
2023 Q3	$11M	Buy	+232,258	New	+$11M	9.38%	2

Other funds holding VTIP

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Obsidian Personal Planning Solutions's VTIP Position: Q3 2024 in Review

Obsidian Personal Planning Solutions sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2024, closing a stake of 4,370 shares — an estimated $212K sold.

Obsidian Personal Planning Solutions first reported a position in VTIP in Q3 2023 and held it in 4 quarters. The position peaked at $11M in Q3 2023. 700 funds tracked by Wall St. Rank hold VTIP as of Q3 2024.

Obsidian Personal Planning Solutions reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2024 after selling out during the quarter.
Obsidian Personal Planning Solutions sold 4,370 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2024, an estimated $212K.
Obsidian Personal Planning Solutions first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2023 and held it in 4 quarters.
Obsidian Personal Planning Solutions's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $11M in Q3 2023.
700 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2024.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2024, filed 7 Nov 2024.