WAG
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Wiser Advisor Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Wiser Advisor 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
Q3 		– Sell
-30
Closed -$1.46K – 301
2024
Q2 		$1.46K Buy
+30
New +$1.44K ﹤0.01% 276

Other funds holding VTIP

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CA
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wiser Advisor Group's VTIP Position: Q3 2024 in Review

Wiser Advisor Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2024, closing a stake of 30 shares — an estimated $1.46K sold.

Wiser Advisor Group first reported a position in VTIP in Q2 2024 and held it in 1 quarter. The position peaked at $1.46K in Q2 2024. 700 funds tracked by Wall St. Rank hold VTIP as of Q3 2024.

  • Wiser Advisor Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2024 after selling out during the quarter.
  • Wiser Advisor Group sold 30 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2024, an estimated $1.46K.
  • Wiser Advisor Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2024 and held it in 1 quarter.
  • Wiser Advisor Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.46K in Q2 2024.
  • 700 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2024.

Based on Wiser Advisor Group's 13F filing for Q3 2024, filed 13 Nov 2024.