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Wheelhouse Advisory Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Wheelhouse Advisory Group’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
Q1 		– Sell
-4,303
Closed -$204K – 40
2023
Q4 		$204K Buy
+4,303
New +$204K 0.18% 35

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
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Wheelhouse Advisory Group's VTIP Position: Q1 2024 in Review

Wheelhouse Advisory Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2024, closing a stake of 4,303 shares — an estimated $204K sold.

Wheelhouse Advisory Group first reported a position in VTIP in Q4 2023 and held it in 1 quarter. The position peaked at $204K in Q4 2023. 718 funds tracked by Wall St. Rank hold VTIP as of Q1 2024.

  • Wheelhouse Advisory Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2024 after selling out during the quarter.
  • Wheelhouse Advisory Group sold 4,303 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2024, an estimated $204K.
  • Wheelhouse Advisory Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and held it in 1 quarter.
  • Wheelhouse Advisory Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $204K in Q4 2023.
  • 718 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2024.

Based on Wheelhouse Advisory Group's 13F filing for Q1 2024, filed 23 Apr 2024.