Retirement Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Retirement Group’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	$14.6K	Hold	305	–	–	0.01%	405
2023 Q4	$14.5K	Sell	305 -400	-57%	-$18.9K	0.01%	395
2023 Q3	$33.3K	Hold	705	–	–	0.01%	249
2023 Q2	$33.4K	Hold	705	–	–	0.01%	251
2023 Q1	$34K	Hold	705	–	–	0.02%	236
2022 Q4	$33K	Buy	705 +290	+70%	+$13.8K	0.02%	218
2022 Q3	$20K	Sell	415 -65	-14%	-$3.22K	0.02%	184
2022 Q2	$24K	Hold	480	–	–	0.01%	295
2022 Q1	$25K	Sell	480 -2	-0.4%	-$103	0.01%	306
2021 Q4	$25K	Sell	482 -113	-19%	-$5.88K	0.01%	303
2021 Q3	$31K	Hold	595	–	–	0.01%	264
2021 Q2	$31K	Buy	595 +2	+0.3%	+$104	0.01%	274
2021 Q1	$31K	Hold	593	–	–	0.01%	328
2020 Q4	$30K	Hold	593	–	–	0.01%	317
2020 Q3	$30K	Buy	593 +513	+641%	+$26K	0.02%	290
2020 Q2	$4K	Buy	+80	New	+$3.98K	﹤0.01%	488
2019 Q4	$4K	Buy	+80	New	+$3.94K	﹤0.01%	484

Other funds holding VTIP

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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

Retirement Group's VTIP Position: Q1 2024 in Review

Retirement Group held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q1 2024 at 305 shares worth $14.6K. The position accounts for 0.01% of the portfolio, ranked #405.

Retirement Group first reported a position in VTIP in Q4 2019 and has held it in 17 quarters since. The position peaked at $34K in Q1 2023. 718 funds tracked by Wall St. Rank hold VTIP as of Q1 2024.

Retirement Group held 305 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $14.6K as of Q1 2024.
Retirement Group left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q1 2024.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Retirement Group's portfolio in Q1 2024, its #405 holding.
Retirement Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2019 and has held it in 17 quarters since.
Retirement Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $34K in Q1 2023.
718 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.