RWM
VTIP icon

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

Ruedi Wealth Management’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
Q2 		– Sell
-28
Closed -$1.41K – 316
2025
Q1 		$1.41K Sell
28
-9
-24% -$442 ﹤0.01% 278
2024
Q4 		$1.8K Hold
37
– – ﹤0.01% 268
2024
Q3 		$1.85K Sell
37
-1
-3% -$49 ﹤0.01% 275
2024
Q2 		$1.83K Hold
38
– – ﹤0.01% 330
2024
Q1 		$1.82K Sell
38
-12
-24% -$571 ﹤0.01% 232
2023
Q4 		$2.37K Sell
50
-4
-7% -$189 ﹤0.01% 203
2023
Q3 		$2.55K Sell
54
-9
-14% -$425 ﹤0.01% 179
2023
Q2 		$2.97K Sell
63
-10
-14% -$477 ﹤0.01% 180
2023
Q1 		$3.47K Buy
73
+72
+7,200% +$3.39K ﹤0.01% 202
2022
Q4 		$7.26K Buy
+1
New +$48 0.01% 159

Other funds holding VTIP

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return