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

Wealth Management Associates’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
2022
Q3 		– Sell
-8,965
Closed -$449K – 187
2022
Q2 		$449K Buy
+8,965
New +$453K 0.31% 80

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Bank of America
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Wells Fargo
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VA
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
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Wealth Management Associates's VTIP Position: Q3 2022 in Review

Wealth Management Associates sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2022, closing a stake of 8,965 shares — an estimated $449K sold.

Wealth Management Associates first reported a position in VTIP in Q2 2022 and held it in 1 quarter. The position peaked at $449K in Q2 2022. 784 funds tracked by Wall St. Rank hold VTIP as of Q3 2022.

  • Wealth Management Associates reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2022 after selling out during the quarter.
  • Wealth Management Associates sold 8,965 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2022, an estimated $449K.
  • Wealth Management Associates first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2022 and held it in 1 quarter.
  • Wealth Management Associates's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $449K in Q2 2022.
  • 784 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2022.

Based on Wealth Management Associates's 13F filing for Q3 2022, filed 28 May 2025.