TAP Consulting’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

TAP Consulting’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 Q3	–	Sell	-6,612	Closed	-$321K	–	164
2024 Q2	$321K	Sell	6,612 -49,228	-88%	-$2.37M	0.07%	136
2024 Q1	$2.67M	Sell	55,840 -62,804	-53%	-$2.99M	0.59%	49
2023 Q4	$5.63M	Sell	118,644 -117,475	-50%	-$5.56M	1.34%	19
2023 Q3	$11.2M	Buy	236,119 +14,639	+7%	+$692K	2.87%	6
2023 Q2	$10.5M	Sell	221,480 -10,933	-5%	-$521K	2.58%	6
2023 Q1	$11.1M	Buy	232,413 +3,903	+2%	+$184K	2.72%	7
2022 Q4	$10.7M	Buy	228,510 +20,679	+10%	+$985K	2.8%	5
2022 Q3	$10M	Buy	207,831 +6,609	+3%	+$327K	2.68%	4
2022 Q2	$10.1M	Buy	+201,222	New	+$10.2M	2.8%	5

Other funds holding VTIP

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

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

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

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

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

TAP Consulting's VTIP Position: Q3 2024 in Review

TAP Consulting sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2024, closing a stake of 6,612 shares — an estimated $321K sold.

TAP Consulting first reported a position in VTIP in Q2 2022 and held it in 9 quarters. The position peaked at $11.2M in Q3 2023. 700 funds tracked by Wall St. Rank hold VTIP as of Q3 2024.

TAP Consulting reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2024 after selling out during the quarter.
TAP Consulting sold 6,612 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2024, an estimated $321K.
TAP Consulting first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2022 and held it in 9 quarters.
TAP Consulting's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $11.2M in Q3 2023.
700 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2024.

Based on TAP Consulting's 13F filing for Q3 2024, filed 9 Oct 2024.