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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Signify Wealth's VTIP Position: Q1 2024 in Review

Signify Wealth sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2024, closing a stake of 4,542 shares — an estimated $216K sold.

Signify Wealth first reported a position in VTIP in Q2 2022 and held it in 7 quarters. The position peaked at $2.1M in Q3 2022. 719 funds tracked by Wall St. Rank hold VTIP as of Q1 2024.

Signify Wealth reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2024 after selling out during the quarter.
Signify Wealth sold 4,542 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2024, an estimated $216K.
Signify Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2022 and held it in 7 quarters.
Signify Wealth's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.1M in Q3 2022.
719 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2024.

Based on Signify Wealth's 13F filing for Q1 2024, filed 25 Apr 2024.