Red Tortoise LLC’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Red Tortoise LLC’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 Q4	–	Sell	-86	Closed	-$4.25K	–	613
2024 Q3	$4.25K	Buy	86 +1	+1%	+$49	﹤0.01%	384
2024 Q2	$4.15K	Hold	85	–	–	﹤0.01%	373
2024 Q1	$4.09K	Hold	85	–	–	﹤0.01%	380
2023 Q4	$4.05K	Buy	85 +1	+1%	+$47	﹤0.01%	332
2023 Q3	$3.95K	Buy	84 +1	+1%	+$47	﹤0.01%	319
2023 Q2	$3.94K	Hold	83	–	–	﹤0.01%	325
2023 Q1	$3.97K	Hold	83	–	–	﹤0.01%	310
2022 Q4	$3.88K	Buy	+83	New	+$3.96K	﹤0.01%	354

Other funds holding VTIP

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

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

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

Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Red Tortoise LLC's VTIP Position: Q4 2024 in Review

Red Tortoise LLC sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2024, closing a stake of 86 shares — an estimated $4.25K sold.

Red Tortoise LLC first reported a position in VTIP in Q4 2022 and held it in 8 quarters. The position peaked at $4.25K in Q3 2024. 769 funds tracked by Wall St. Rank hold VTIP as of Q4 2024.

Red Tortoise LLC reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2024 after selling out during the quarter.
Red Tortoise LLC sold 86 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2024, an estimated $4.25K.
Red Tortoise LLC first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and held it in 8 quarters.
Red Tortoise LLC's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $4.25K in Q3 2024.
769 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2024.

Based on Red Tortoise LLC's 13F filing for Q4 2024, filed 24 Jan 2025.