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REDW Wealth’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

REDW Wealth’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
-8,559
Closed -$406K – 167
2023
Q4 		$406K Sell
8,559
-11,293
-57% -$535K 0.12% 95
2023
Q3 		$939K Sell
19,852
-5,295
-21% -$250K 0.29% 50
2023
Q2 		$1.19M Sell
25,147
-38,620
-61% -$1.84M 0.36% 41
2023
Q1 		$3.05M Sell
63,767
-12,145
-16% -$572K 0.97% 25
2022
Q4 		$3.55M Sell
75,912
-4,550
-6% -$217K 1.23% 20
2022
Q3 		$3.87M Sell
80,462
-9,045
-10% -$448K 1.49% 17
2022
Q2 		$4.49M Buy
89,507
+466
+0.5% +$23.6K 1.65% 15
2022
Q1 		$4.56M Buy
89,041
+14,790
+20% +$759K 1.35% 12
2021
Q4 		$3.82M Buy
74,251
+33,886
+84% +$1.76M 1.11% 16
2021
Q3 		$2.12M Buy
40,365
+4,580
+13% +$240K 0.67% 22
2021
Q2 		$1.88M Buy
35,785
+5,233
+17% +$273K 0.59% 23
2021
Q1 		$1.57M Buy
30,552
+17,648
+137% +$907K 0.53% 23
2020
Q4 		$659K Hold
12,904
– – 0.24% 38
2020
Q3 		$658K Hold
12,904
– – 0.28% 36
2020
Q2 		$647K Hold
12,904
– – 0.32% 33
2020
Q1 		$629K Sell
12,904
-576
-4% -$28.3K 0.4% 29
2019
Q4 		$664K Hold
13,480
– – 0.37% 31
2019
Q3 		$661K Hold
13,480
– – 0.39% 32
2019
Q2 		$665K Sell
13,480
-224
-2% -$11K 0.4% 27
2019
Q1 		$667K Hold
13,704
– – 0.41% 26
2018
Q4 		$657K Hold
13,704
– – 0.45% 23
2018
Q3 		$663K Hold
13,704
– – 0.44% 27
2018
Q2 		$669K Buy
13,704
+2,800
+26% +$137K 0.48% 23
2018
Q1 		$533K Buy
10,904
+800
+8% +$39K 0.4% 28
2017
Q4 		$493K Buy
+10,104
New +$500K 0.38% 33
2017
Q2 		– Sell
-4,044
Closed -$200K – 76
2017
Q1 		$200K Buy
+4,044
New +$199K 0.2% 71

Other funds holding VTIP

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $52.8B AUM 15.34% 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 $374B AUM 17.66% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

REDW Wealth's VTIP Position: Q1 2024 in Review

REDW Wealth sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2024, closing a stake of 8,559 shares — an estimated $406K sold.

REDW Wealth first reported a position in VTIP in Q1 2017 and held it in 26 quarters. The position peaked at $4.56M in Q1 2022. 719 funds tracked by Wall St. Rank hold VTIP as of Q1 2024.

  • REDW Wealth reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2024 after selling out during the quarter.
  • REDW Wealth sold 8,559 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2024, an estimated $406K.
  • REDW Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2017 and held it in 26 quarters.
  • REDW Wealth's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $4.56M in Q1 2022.
  • 719 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2024.

Based on REDW Wealth's 13F filing for Q1 2024, filed 1 May 2024.