PWMA
VTIP icon

Pension & Wealth Management Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Pension & Wealth Management Advisors’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
Q1 		– Sell
-2,640
Closed -$125K – 378
2023
Q4 		$125K Buy
+2,640
New +$125K 0.08% 127

Other funds holding VTIP

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 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 $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Pension & Wealth Management Advisors's VTIP Position: Q1 2024 in Review

Pension & Wealth Management Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2024, closing a stake of 2,640 shares — an estimated $125K sold.

Pension & Wealth Management Advisors first reported a position in VTIP in Q4 2023 and held it in 1 quarter. The position peaked at $125K in Q4 2023. 719 funds tracked by Wall St. Rank hold VTIP as of Q1 2024.

  • Pension & Wealth Management Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2024 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 2,640 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2024, an estimated $125K.
  • Pension & Wealth Management Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and held it in 1 quarter.
  • Pension & Wealth Management Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $125K in Q4 2023.
  • 719 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2024.

Based on Pension & Wealth Management Advisors's 13F filing for Q1 2024, filed 7 Aug 2026.