WealthPLAN Partners’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

WealthPLAN Partners’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	-9,236	Closed	-$448K	–	310
2024 Q2	$448K	Hold	9,236	–	–	0.05%	216
2024 Q1	$442K	Hold	9,236	–	–	0.05%	217
2023 Q4	$439K	Sell	9,236 -1,190	-11%	-$56.4K	0.05%	229
2023 Q3	$493K	Buy	10,426 +234	+2%	+$11.1K	0.06%	204
2023 Q2	$483K	Hold	10,192	–	–	0.07%	193
2023 Q1	$487K	Hold	10,192	–	–	0.06%	202
2022 Q4	$478K	Buy	+10,192	New	+$486K	0.03%	261
2022 Q1	$605K	Sell	11,945 -490	-4%	-$25.1K	0.04%	227
2021 Q4	$635K	Sell	12,435 -1,230	-9%	-$64K	0.04%	227
2021 Q3	$713K	Buy	13,665 +8,116	+146%	+$426K	0.05%	208
2021 Q2	$291K	Buy	+5,549	New	+$289K	0.02%	296

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

WealthPLAN Partners's VTIP Position: Q3 2024 in Review

WealthPLAN Partners sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2024, closing a stake of 9,236 shares — an estimated $448K sold.

WealthPLAN Partners first reported a position in VTIP in Q2 2021 and held it in 11 quarters. The position peaked at $713K in Q3 2021. 700 funds tracked by Wall St. Rank hold VTIP as of Q3 2024.

WealthPLAN Partners reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2024 after selling out during the quarter.
WealthPLAN Partners sold 9,236 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2024, an estimated $448K.
WealthPLAN Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2021 and held it in 11 quarters.
WealthPLAN Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $713K in Q3 2021.
700 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2024.

Based on WealthPLAN Partners's 13F filing for Q3 2024, filed 5 Nov 2024.