WI
VTIP icon

WBI Investments’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

WBI Investments’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
2025
Q1 		– Sell
-23,648
Closed -$1.15M – 304
2024
Q4 		$1.15M Sell
23,648
-18,364
-44% -$897K 0.29% 104
2024
Q3 		$2.07M Buy
42,012
+36,807
+707% +$1.79M 0.5% 53
2024
Q2 		$253K Sell
5,205
-3,925
-43% -$189K 0.06% 151
2024
Q1 		$437K Sell
9,130
-4,469
-33% -$213K 0.09% 149
2023
Q4 		$646K Sell
13,599
-1,060
-7% -$50.2K 0.13% 133
2023
Q3 		$693K Sell
14,659
-6,618
-31% -$313K 0.14% 125
2023
Q2 		$1.01M Sell
21,277
-8,009
-27% -$382K 0.18% 127
2023
Q1 		$1.4M Buy
+29,286
New +$1.38M 0.28% 96

Other funds holding VTIP

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JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 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 $6.82B AUM 30.02% 1-Year Est. Return