SMI Advisory Services’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

SMI Advisory Services’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	-5,678	Closed	-$270K	–	79
2023 Q4	$270K	Sell	5,678 -657,439	-99%	-$31.1M	0.07%	41
2023 Q3	$31.3M	Buy	+663,117	New	+$31.3M	11.43%	3
2023 Q1	–	Sell	-392,569	Closed	-$18.9M	–	47
2022 Q4	$18.9M	Hold	392,569	–	–	6.12%	6
2022 Q3	$18.9M	Sell	392,569 -357,652	-48%	-$17.7M	6.14%	6
2022 Q2	$37.6M	Buy	750,221 +103,179	+16%	+$5.22M	13.42%	4
2022 Q1	$33.1M	Buy	647,042 +41,116	+7%	+$2.11M	11.59%	3
2021 Q4	$31.1M	Sell	605,926 -2,156	-0.4%	-$112K	11.85%	3
2021 Q3	$32M	Buy	608,082 +33,685	+6%	+$1.77M	14.32%	3
2021 Q2	$30.1M	Buy	+574,397	New	+$29.9M	12.9%	3

Other funds holding VTIP

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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

SMI Advisory Services's VTIP Position: Q1 2024 in Review

SMI Advisory Services sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2024, closing a stake of 5,678 shares — an estimated $270K sold.

SMI Advisory Services first reported a position in VTIP in Q2 2021 and held it in 9 quarters. The position peaked at $37.6M in Q2 2022. 718 funds tracked by Wall St. Rank hold VTIP as of Q1 2024.

SMI Advisory Services reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2024 after selling out during the quarter.
SMI Advisory Services sold 5,678 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2024, an estimated $270K.
SMI Advisory Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2021 and held it in 9 quarters.
SMI Advisory Services's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $37.6M in Q2 2022.
718 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2024.

Based on SMI Advisory Services's 13F filing for Q1 2024, filed 15 Apr 2024.