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

WR Wealth Planners’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 Q4	$8.47K	Hold	175	–	–	﹤0.01%	617
2024 Q3	$8.63K	Hold	175	–	–	﹤0.01%	657
2024 Q2	$8.49K	Hold	175	–	–	﹤0.01%	629
2024 Q1	$8.38K	Buy	+175	New	+$8.33K	﹤0.01%	631
2023 Q4	–	Sell	-175	Closed	-$8.27K	–	847
2023 Q3	$8.27K	Hold	175	–	–	﹤0.01%	608
2023 Q2	$8.3K	Hold	175	–	–	﹤0.01%	609
2023 Q1	$8.37K	Buy	+175	New	+$8.24K	﹤0.01%	595
2022 Q2	–	Sell	-24	Closed	-$1.23K	–	552
2022 Q1	$1.23K	Buy	+24	New	+$1.23K	﹤0.01%	457

Other funds holding VTIP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WR Wealth Planners's VTIP Position: Q4 2024 in Review

WR Wealth Planners held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q4 2024 at 175 shares worth $8.47K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

WR Wealth Planners first reported a position in VTIP in Q1 2022 and has held it in 8 quarters since. The position peaked at $8.63K in Q3 2024. 767 funds tracked by Wall St. Rank hold VTIP as of Q4 2024.

WR Wealth Planners held 175 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $8.47K as of Q4 2024.
WR Wealth Planners left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q4 2024.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #617 holding.
WR Wealth Planners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and has held it in 8 quarters since.
WR Wealth Planners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $8.63K in Q3 2024.
767 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.