Register Financial Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,133	Closed	-$55K	–	690
2024 Q2	$55K	Buy	1,133 +1	+0.1%	+$48	0.03%	334
2024 Q1	$54.2K	Buy	+1,132	New	+$53.9K	0.03%	332
2023 Q4	–	Sell	-3,768	Closed	-$178K	–	611
2023 Q3	$178K	Sell	3,768 -994	-21%	-$47K	0.13%	144
2023 Q2	$226K	Hold	4,762	–	–	0.16%	125
2023 Q1	$228K	Buy	4,762 +1,633	+52%	+$76.9K	0.18%	116
2022 Q4	$146K	Buy	+3,129	New	+$149K	0.09%	184

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

Register Financial Advisors's VTIP Position: Q3 2024 in Review

Register Financial Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2024, closing a stake of 1,133 shares — an estimated $55K sold.

Register Financial Advisors first reported a position in VTIP in Q4 2022 and held it in 6 quarters. The position peaked at $228K in Q1 2023. 700 funds tracked by Wall St. Rank hold VTIP as of Q3 2024.

Register Financial Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2024 after selling out during the quarter.
Register Financial Advisors sold 1,133 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2024, an estimated $55K.
Register Financial Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and held it in 6 quarters.
Register Financial Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $228K in Q1 2023.
700 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.