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PMFA
Plante Moran Financial Advisors’s
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
Stock Holding History
Plante Moran Financial 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
2025
Q3
–
Sell
-46
Closed
-$2.31K
–
872
2025
Q2
$2.31K
Buy
+46
New
+$2.3K
﹤0.01%
666
2025
Q1
–
Sell
-752
Closed
-$36.4K
–
989
2024
Q4
$36.4K
Buy
+752
New
+$36.7K
﹤0.01%
395
2024
Q2
–
Sell
-8
Closed
-$383
–
911
2024
Q1
$383
Buy
+8
New
+$381
﹤0.01%
808
2023
Q2
–
Sell
-4
Closed
-$191
–
906
2023
Q1
$191
Buy
+4
New
+$188
﹤0.01%
764
2022
Q4
–
Sell
-2,320
Closed
-$112K
–
985
2022
Q3
$112K
Sell
2,320
-929
-29%
-$46K
0.02%
199
2022
Q2
$163K
Buy
+3,249
New
+$164K
0.03%
168
2021
Q4
–
Sell
-415
Closed
-$22K
–
1122
2021
Q3
$22K
Buy
+415
New
+$21.8K
﹤0.01%
544
2021
Q2
–
Sell
-66
Closed
-$3K
–
1121
2021
Q1
$3K
Buy
+66
New
+$3.39K
﹤0.01%
883
2020
Q2
–
Sell
-175
Closed
-$9K
–
886
2020
Q1
$9K
Buy
+175
New
+$8.59K
﹤0.01%
514
2017
Q2
–
Sell
-151
Closed
-$7K
–
909
2017
Q1
$7K
Buy
+151
New
+$7.45K
﹤0.01%
658
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1-Year Est. Return
WANY
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$12.7B AUM
17.31%
1-Year Est. Return
VA
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$8.42B AUM
14.36%
1-Year Est. Return
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$1.9T AUM
41.92%
1-Year Est. Return
CA
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$6.27B AUM
14.78%
1-Year Est. Return
EWM
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$6.82B AUM
30.02%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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