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

SignalPoint Asset 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
2024 Q4	$516K	Sell	10,648 -6,973	-40%	-$341K	0.13%	132
2024 Q3	$870K	Buy	17,621 +95	+0.5%	+$4.63K	0.2%	98
2024 Q2	$851K	Buy	17,526 +6	+0%	+$289	0.23%	94
2024 Q1	$839K	Buy	+17,520	New	+$834K	0.23%	89
2014 Q1	–	Sell	-106,249	Closed	-$5.24M	–	167
2013 Q4	$5.24M	Sell	106,249 -2,255	-2%	-$112K	2.37%	5
2013 Q3	$5.36M	Buy	108,504 +16,302	+18%	+$804K	3.41%	3
2013 Q2	$4.53M	Buy	+92,202	New	+$4.59M	3.66%	3

Other funds holding VTIP

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

SignalPoint Asset Management's VTIP Position: Q4 2024 in Review

SignalPoint Asset Management reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 40% in Q4 2024, selling an estimated $341K and leaving 10,648 shares worth $516K. The position accounts for 0.13% of the portfolio, ranked #132.

SignalPoint Asset Management first reported a position in VTIP in Q2 2013 and has held it in 7 quarters since. The position peaked at $5.36M in Q3 2013. 768 funds tracked by Wall St. Rank hold VTIP as of Q4 2024.

SignalPoint Asset Management held 10,648 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $516K as of Q4 2024.
SignalPoint Asset Management sold 6,973 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2024, an estimated $341K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.13% of SignalPoint Asset Management's portfolio in Q4 2024, its #132 holding.
SignalPoint Asset Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2013 and has held it in 7 quarters since.
SignalPoint Asset Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $5.36M in Q3 2013.
768 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.