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Salomon & Ludwin’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Salomon & Ludwin’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
-1,220
Closed -$57.7K – 888
2023
Q4 		$57.7K Hold
1,220
– – 0.01% 292
2023
Q3 		$57.7K Buy
+1,220
New +$57.6K 0.01% 292

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

Salomon & Ludwin's VTIP Position: Q1 2024 in Review

Salomon & Ludwin sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2024, closing a stake of 1,220 shares — an estimated $57.7K sold.

Salomon & Ludwin first reported a position in VTIP in Q3 2023 and held it in 2 quarters. The position peaked at $57.7K in Q4 2023. 718 funds tracked by Wall St. Rank hold VTIP as of Q1 2024.

  • Salomon & Ludwin reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2024 after selling out during the quarter.
  • Salomon & Ludwin sold 1,220 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2024, an estimated $57.7K.
  • Salomon & Ludwin first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2023 and held it in 2 quarters.
  • Salomon & Ludwin's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $57.7K in Q4 2023.
  • 718 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2024.

Based on Salomon & Ludwin's 13F filing for Q1 2024, filed 2 May 2024.