SW
VTIP icon

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

Signify Wealth’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
-4,542
Closed -$216K – 29
2023
Q4 		$216K Sell
4,542
-6,808
-60% -$322K 0.33% 34
2023
Q3 		$537K Sell
11,350
-28,087
-71% -$1.33M 0.72% 29
2023
Q2 		$1.87M Sell
39,437
-2,080
-5% -$99.2K 1.61% 20
2023
Q1 		$1.99M Buy
41,517
+363
+0.9% +$17.1K 1.75% 19
2022
Q4 		$1.92M Sell
41,154
-2,540
-6% -$121K 1.68% 22
2022
Q3 		$2.1M Buy
43,694
+3,504
+9% +$174K 2.24% 14
2022
Q2 		$2.01M Buy
+40,190
New +$2.03M 2.79% 10

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