VL
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Vima LLC’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Vima LLC’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
Q2 		– Sell
-23,910
Closed -$1.14M – 374
2024
Q1 		$1.14M Buy
23,910
+3,662
+18% +$174K 1.32% 7
2023
Q4 		$962K Buy
+20,248
New +$959K 2.22% 9

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
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vima LLC's VTIP Position: Q2 2024 in Review

Vima LLC sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2024, closing a stake of 23,910 shares — an estimated $1.14M sold.

Vima LLC first reported a position in VTIP in Q4 2023 and held it in 2 quarters. The position peaked at $1.14M in Q1 2024. 730 funds tracked by Wall St. Rank hold VTIP as of Q2 2024.

  • Vima LLC reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2024 after selling out during the quarter.
  • Vima LLC sold 23,910 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2024, an estimated $1.14M.
  • Vima LLC first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and held it in 2 quarters.
  • Vima LLC's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.14M in Q1 2024.
  • 730 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2024.

Based on Vima LLC's 13F filing for Q2 2024, filed 8 Aug 2024.