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XF
XML Financial’s
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
Stock Holding History
XML Financial’s Portfolio
VTIP Stock Details
VTIP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
–
Sell
-5,358
Closed
-$254K
–
344
2023
Q2
$254K
Sell
5,358
-100
-2%
-$4.77K
0.03%
291
2023
Q1
$261K
Sell
5,458
-106
-2%
-$4.99K
0.03%
282
2022
Q4
$260K
Buy
5,564
+51
+0.9%
+$2.43K
0.03%
281
2022
Q3
$265K
Buy
5,513
+631
+13%
+$31.3K
0.04%
267
2022
Q2
$245K
Buy
4,882
+556
+13%
+$28.1K
0.06%
190
2022
Q1
$222K
Buy
4,326
+200
+5%
+$10.3K
0.03%
294
2021
Q4
$212K
Sell
4,126
-400
-9%
-$20.8K
0.03%
299
2021
Q3
$238K
Buy
4,526
+23
+0.5%
+$1.21K
0.03%
273
2021
Q2
$236K
Buy
4,503
+200
+5%
+$10.4K
0.05%
200
2021
Q1
$222K
Buy
+4,303
New
+$221K
0.05%
194
Other funds holding VTIP
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
SEI Investments
Oaks, Pennsylvania
$108B AUM
26.14%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
HWA
Heritage Wealth Advisors
Richmond, Virginia
$2.56B AUM
19.48%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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