SHWM
VTIP icon

Smith & Howard Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Smith & Howard Wealth 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
Q1 		– Sell
-4,795
Closed -$228K – 78
2023
Q4 		$228K Buy
4,795
+27
+0.6% +$1.28K 0.08% 64
2023
Q3 		$225K Sell
4,768
-1,360
-22% -$64.3K 0.08% 66
2023
Q2 		$291K Sell
6,128
-124
-2% -$5.91K 0.1% 57
2023
Q1 		$299K Sell
6,252
-7,882
-56% -$371K 0.1% 55
2022
Q4 		$660K Sell
14,134
-32,996
-70% -$1.57M 0.25% 35
2022
Q3 		$2.27M Buy
47,130
+7,054
+18% +$349K 0.97% 24
2022
Q2 		$2.01M Sell
40,076
-12,168
-23% -$616K 0.85% 27
2022
Q1 		$2.67M Sell
52,244
-3,354
-6% -$172K 1.13% 24
2021
Q4 		$2.86M Sell
55,598
-3,768
-6% -$196K 1.29% 21
2021
Q3 		$3.12M Sell
59,366
-1,871
-3% -$98.1K 1.47% 17
2021
Q2 		$3.21M Sell
61,237
-40,766
-40% -$2.12M 1.52% 17
2021
Q1 		$5.26M Buy
102,003
+5,120
+5% +$263K 2.64% 12
2020
Q4 		$4.95M Buy
96,883
+130
+0.1% +$6.62K 2.64% 12
2020
Q3 		$4.94M Buy
96,753
+3,273
+4% +$166K 2.91% 10
2020
Q2 		$4.69M Sell
93,480
-22,847
-20% -$1.14M 2.91% 10
2020
Q1 		$5.67M Sell
116,327
-124,012
-52% -$6.09M 3.61% 9
2019
Q4 		$11.8M Sell
240,339
-4,834
-2% -$238K 4.03% 5
2019
Q3 		$12M Sell
245,173
-111,758
-31% -$5.52M 4.8% 5
2019
Q2 		$17.6M Buy
+356,931
New +$17.5M 7.43% 4
2018
Q4 		– Sell
-349,401
Closed -$16.9M – 62
2018
Q3 		$16.9M Buy
349,401
+45,088
+15% +$2.2M 7.13% 4
2018
Q2 		$14.9M Buy
304,313
+23,790
+8% +$1.16M 6.53% 4
2018
Q1 		$13.7M Buy
+280,523
New +$13.7M 5.91% 4

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

Smith & Howard Wealth Management's VTIP Position: Q1 2024 in Review

Smith & Howard Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2024, closing a stake of 4,795 shares — an estimated $228K sold.

Smith & Howard Wealth Management first reported a position in VTIP in Q1 2018 and held it in 22 quarters. The position peaked at $17.6M in Q2 2019. 718 funds tracked by Wall St. Rank hold VTIP as of Q1 2024.

  • Smith & Howard Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2024 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 4,795 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2024, an estimated $228K.
  • Smith & Howard Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2018 and held it in 22 quarters.
  • Smith & Howard Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $17.6M in Q2 2019.
  • 718 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2024.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.